Client Experience Specialist - Financial Services
Job in
Perkasie, Bucks County, Pennsylvania, 18944, USA
Listed on 2026-06-22
Listing for:
SUMMIT FINANCIAL GROUP INC
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
SUMMIT FINANCIAL GROUP INC is hiring a Client Associate in Perkasie, PA. The role requires strong leadership and interpersonal skills, serving as the primary point of contact with clients. Candidates will need to show initiative, attention to detail, and the ability to foster teamwork.
A degree in business-related fields or relevant internships in finance, banking, and insurance is preferred. This position provides an opportunity to positively impact clients’ financial lives, with potential for licensing in financial services.
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