Wealth Management Client Services Associate
Job in
Wayne, Delaware County, Pennsylvania, 19087, USA
Listed on 2026-07-29
Listing for:
Hightower Advisors
Full Time
position Listed on 2026-07-29
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management, Client Relationship Management
Job Description & How to Apply Below
Your Future Team 2/13 Strategic Partners, aligned with Hightower Advisors, seeks a Client Service Associate in Wayne, PA. This role reports to the Director of Human Capital and Growth and involves handling client paperwork, onboarding, and ongoing account maintenance.
Responsibilities include proactive client outreach, CRM usage, and collaboration with advisors to support service delivery. A bachelor's degree and CRM familiarity are preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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