Client Experience Associate - Wealth Management
Listed on 2026-10-08
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Finance & Banking
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Customer Service/HelpDesk
Entrust Financial is seeking a Client Service Associate to join our wealth management team. You will support advisors with non-advisory tasks, ensure client accounts are accurate, and respond to requests promptly to deliver outstanding service.
Ideal candidates have 5+ years in wealth management, CFP/Series 65/66, and experience with Schwab Advisor Center and Salesforce. This role focuses on precise operations, onboarding, and strong client interaction.
Consider building your career as a Client Experience Associate
- Wealth Management at Prismhr Hire.
Learn more about the Client Experience Associate
- Wealth Management role in the description above.
We appreciate your interest in this position.
Join Prismhr Hire and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client Experience Associate
- Wealth Management role at Prismhr Hire, based in Wayne, PA, United States.
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