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Client Relationship Manager

Client Success Associate — Wealth Management Support

Job in Wayne, Delaware County, Pennsylvania, 19087, USA
Listing for: Corient
Full Time position
Listed on 2026-01-26
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Job Description & How to Apply Below
A leading wealth management firm in Wayne, Pennsylvania, is seeking a Client Service Coordinator. The role involves handling client requests, facilitating communication between clients and advisors, and ensuring high-quality service delivery. Candidates should have a Bachelor’s degree and 3-5 years of experience, along with proficiency in tools like Salesforce. The company offers generous benefits, a collaborative environment, and the opportunity to contribute to charitable initiatives.
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Position Requirements
10+ Years work experience
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