Private Wealth Management Client Service Associate

What you’d do

Support Financial Advisors and Private Wealth Advisors by handling client requests, resolving inquiries, and keeping documentation current. Build client relationships through regular communication and help clients with banking and digital services. Full time. Found on the employer's careers page on Oct 16, 2026. Apply through the link.

You’ll need

• High School Diploma/Equivalency
• Willingness to obtain Series 7, 66/63 and 65
• Strong writing, interpersonal and client service skills
• Industry, product, and branch procedures knowledge
• Two or more years of industry experience preferred