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Financial Services

Physician Wealth Management Support Specialist

Job in Durham, Durham County, North Carolina, 27703, USA
Listing for: Integrated WealthCare, LLC
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A wealth management firm is seeking a Client Service Associate in Durham, NC to provide essential support to financial advisors. Responsibilities include managing client paperwork, facilitating account transactions, and ensuring compliance with industry regulations. The ideal candidate will possess strong organizational and communication skills, with 3-5 years of experience in financial services. This role is crucial for maintaining exceptional client service and operational excellence in a dynamic environment.
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