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Client Experience Associate - Wealth Management

Job in Wayne / Radnor, Delaware County, Pennsylvania, 19087, USA
Listing for: Entrust Financial, LLC
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR

Job Description & How to Apply Below

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.

We invite applications for the Client Experience Associate
- Wealth Management position located in Wayne, PA, United States.

The advertised compensation is 70.000 - 90.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Client Experience Associate
- Wealth Management role in the description above.

We appreciate your interest in this position.

Position Requirements

10+ Years work experience
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