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Wealth Management Client Services Specialist

Job in Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm seeks a Registered Client Service Associate in Greenwich, Connecticut. This role involves providing exceptional client support, managing account transactions, and assisting Financial Advisors. Candidates should possess strong interpersonal and organizational skills. A High School diploma is required, with a preference for a college degree and industry certifications. The position aims to enhance client relationships in a fast-paced environment.
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