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Client Service Associate – Wealth Management; In-Office
Job in
Ridgeland, Madison County, Mississippi, 39158, USA
Listed on 2026-09-09
Listing for:
Wellspring Wealth Group PLLC
Full Time
position Listed on 2026-09-09
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Wellspring Wealth Group PLLC is a full-time, in-office role based in Ridgeland, MS. The Client Service Associate will join a three-advisor team, delivering exceptional client service by phone, email, and in person.
The ideal candidate has prior financial-services experience and strong organizational and communication skills. Responsibilities include handling account paperwork, transfers, and client requests; maintaining client data in our CRM; supporting meetings and coordination with custodians
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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