Wealth Planning Client Services Associate — CFP Path
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Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Top Echelon Software, LLC. seeks a Client Service Associate to support a wealth management team in Wexford, PA. The role focuses on client account administration, data accuracy, and preparation of advisor presentations.
The ideal candidate has a bachelor's degree and at least 2 years in financial services, with a goal to pursue CFP or similar designation. Strong Excel and communication skills are essential for client interaction.
Consider building your career as a Wealth Planning Client Services Associate — CFP Path at Top Echelon Software, LLC.
The position is based in Wexford, Allegheny County, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 55.000 - 75.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).