Wealth Management Client Service Associate Impact
Listed on 2026-11-04
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Finance & Banking
Wealth Management
Location: Wexford
Zaddy Solutions in Wexford, PA, is seeking a Client Service Associate to support financial advisors in delivering wealth management services to high-net-worth clients and institutions. The role involves daily administration, document preparation, data entry into planning software, and CRM management.
The candidate should have a bachelor's degree, 2+ years in financial services, and strong communication skills; pursuing CFP or equivalent designation is encouraged.
For the Wealth Management Client Service Associate:
Growth & Impact position at Zaddy Solutions, we are reviewing applications now.
We are seeking a motivated Wealth Management Client Service Associate:
Growth & Impact to join Zaddy Solutions in Wexford, Allegheny County, United States.
Consider building your career as a Wealth Management Client Service Associate:
Growth & Impact at Zaddy Solutions.
The Wealth Management Client Service Associate:
Growth & Impact position in the Finance, Management & Operations field is open for applications.
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