Wealth Management Client Services Associate
Listed on 2026-10-07
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Your Bridge Wealth Management, a multi-office financial services team in Ohio, seeks a Client Service Associate to deliver exceptional service via phone, email, and in-person interactions. You will support Financial Advisors, manage client records in a CRM, and help prepare materials for client meetings.
Ideal candidates bring 1+ year in client service, strong communication, and tech-savvy skills, with preference for FINRA licenses.
Are you ready to take on the Wealth Management Client Services Associate role at Your Bridge Wealth Management?
We would love to welcome a new Wealth Management Client Services Associate to our organisation in Westlake, OH, United States.
For the Wealth Management Client Services Associate position at Your Bridge Wealth Management, we are reviewing applications now.
Step into the Wealth Management Client Services Associate role at Your Bridge Wealth Management in Westlake, OH, United States and grow with us.
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