Wealth Planning Client Services Associate Impact
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Finance & Banking
Job Description & How to Apply Below
Location: Wexford
Meritas Advisory Group, LLC is seeking a Client Service Associate in Wexford, PA to support financial planning activities for high-net-worth clients. The role focuses on administrative duties, client onboarding, and accurate processing of account documentation, while contributing to a collaborative wealth-management team.
The position requires a bachelor’s degree and a willingness to pursue CFP or related designation, with at least two years in financial services.
Step into the Wealth Planning Client Services Associate – Growth & Impact role at Meritas Advisory Group, LLC in Wexford, Allegheny County, United States and grow with us.
As a Wealth Planning Client Services Associate – Growth & Impact, you will play an important part at Meritas Advisory Group, LLC in Wexford, Allegheny County, United States.
We invite applications for the Wealth Planning Client Services Associate – Growth & Impact position located in Wexford, Allegheny County, United States.
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).
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