Client & Operations Associate; Finance
Job in
Perkasie, Bucks County, Pennsylvania, 18944, USA
Listed on 2026-06-06
Listing for:
Summit Financial Group, Inc.
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Services, Accounting & Finance, Financial Analyst, Financial Consultant
Job Description & How to Apply Below
Summit Financial Group, Inc. is looking for a Client Associate in Perkasie, PA. In this role, you will provide operational and sales support in a financial advisory environment and be the primary contact for clients.
The ideal candidate has an undergraduate degree in a related field and demonstrates strong leadership and client service skills. Experience in the financial services industry is a plus. Join us to improve our clients' financial lives!
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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