Wealth Client Services Specialist
Job in
Washington, Tazewell County, Illinois, 61571, USA
Listed on 2026-08-04
Listing for:
Fiducient Advisors
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Fiducient Advisors is seeking a Client Service Associate for The Wealth Office. You will onboard new clients, open brokerage accounts, process transfers, and maintain client records in the CRM, while supporting Investment Consultants and private clients with service excellence.
This hybrid role offers three days in-office and two remote, with a base salary range of $65,000-$85,000 and potential performance-based incentives based on experience and location.
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