Wealth Management Client Services Specialist
-
Finance & Banking
Wealth Management, Financial Services, Banking & Finance
Job Description & How to Apply Below
Key People is seeking a Client Service Associate in Wexford, PA to support a financial planning team serving high-net-worth clients and institutions. The role involves account openings, processing documentation, and maintaining client data in line with compliance standards.
The ideal candidate will have a bachelor’s degree, at least 2 years in financial services, and pursue CFP or related credentials while leveraging Excel and planning software to analyze investments and client needs.
We would love to welcome a new Wealth Management Client Services Specialist to our organisation in Wexford, Allegheny County, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Services Specialist role in the description above.
We appreciate your interest in this position.
(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).