Wealth Management Client Service Associate
Listed on 2026-10-07
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Foundation Wealth Strategies in Wheaton, IL is seeking a Client Service Associate to support Financial Advisors, clients, and branch staff with high-touch administrative tasks. You will handle inquiries, schedule meetings, process basic transactions, and maintain CRM and files with accuracy.
The ideal candidate has 1+ year of customer service experience in financial services, strong communication skills, and meticulous attention to detail in a fast-paced environment.
Join us at Raymond James as our next Wealth Management Client Service Associate in Wheaton, IL, United States.
Consider building your career as a Wealth Management Client Service Associate at Raymond James.
The Wealth Management Client Service Associate position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Management Client Service Associate in Wheaton, IL, United States within Finance, Sales.
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