Client Experience Associate - Financial Services
Job in
Perkasie, Bucks County, Pennsylvania, 18944, USA
Listed on 2026-07-01
Listing for:
SUMMIT FINANCIAL GROUP INC
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
SUMMIT FINANCIAL GROUP INC in Perkasie is seeking a Client Associate to provide dedicated operational and sales support within a professional financial advisory environment. The role requires strong leadership and interpersonal skills to effectively support business initiatives and client relationships.
The ideal candidate should have an undergraduate degree and be willing to obtain the Series 65 and Insurance licenses, with an emphasis on client service and financial products knowledge.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(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).
(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).
Search for further Jobs Here:
×