Wealth Management Client Services Specialist
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Finance & Banking
Business Administration, Office Administrator/ Coordinator, Banking & Finance, Financial Services
Job Description & How to Apply Below
Birch Run Financial is seeking a Client Service Associate to support advisors and deliver an exceptional service experience for clients in a collaborative wealth management team. The role will serve as a primary contact for client requests while supporting onboarding, account administration, and routine operational tasks.
Ideal candidates are detail-oriented, organized, and professional, with strong communication and prioritization abilities.
As a Wealth Management Client Services Specialist, you will play an important part at 130 Raymond James Financial Services, Inc. in Wayne, PA, United States.
All applications are reviewed carefully by our team.
The position is based in Wayne, PA, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 42.000 - 64.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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