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Entry-Level Wealth Management Client Services Associate

Job in Wayne, Delaware County, Pennsylvania, 19087, USA
Listing for: Waldron Private Wealth
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm is seeking an organized professional to provide essential operational and administrative support for their financial team. This role involves handling client transactions, processing documentation for accounts, and ensuring accurate client record management. The ideal candidate will have a Bachelor's degree in finance and at least one year of relevant experience. The firm offers comprehensive benefits including medical coverage and retirement plans.
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Position Requirements
10+ Years work experience
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