Wealth Management Client Advisor
Job in
Town of Vermont, Vermont, Dane County, Wisconsin, USA
Listed on 2026-02-28
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services provider is seeking a detail-oriented client service representative to support Financial Advisors in Vermont. The role requires a strong client-centric approach and the ability to adapt to changing needs. Candidates should possess a High School Diploma and strong skills in client management and communication. This position offers an hourly pay range of $25.00 - $44.00, with benefits available.
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