Wealth Client Services Associate
Job in
Wilmington, New Castle County, Delaware, 19894, USA
Listed on 2026-06-16
Listing for:
Trillium Wealth &Partners
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Trillium Wealth &Partners is hiring a Registered Client Associate in Wilmington, DE. This full-time, on-site role focuses on managing client relationships and providing exceptional service to drive client satisfaction.
Responsibilities include processing transactions, maintaining client records, and complying with regulations. Candidates need FINRA Series 7 license, strong communication skills, and at least 3 years of experience in financial services.
Join a firm dedicated to empowering employees and delivering personalized wealth management solutions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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