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Bank Customer Service

Wealth Management Client Associate - Client Services

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-01-22
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below
A financial service provider is seeking a Client Service Representative to support multiple Financial Advisors. This role entails providing excellent client service, ensuring compliance with banking policies, and maintaining strong client relationships. Candidates should possess strong communication skills and a high school diploma or equivalent. The position offers a structured environment with specific in-office attendance requirements and a commitment to team collaboration.
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Position Requirements
10+ Years work experience
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