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Wealth Management Client Services Associate
Job in
New Orleans, Jefferson Parish, Louisiana, 70123, USA
Listed on 2026-03-15
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-03-15
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
A financial services organization is seeking an enthusiastic Client Service Associate to support multiple Financial Advisors in New Orleans. You will provide exceptional service to clients, ensuring their needs are met while aligning with operational excellence goals. Ideal candidates will have a High School Diploma and experience in client management. The role emphasizes a client-first mindset and offers a supportive work environment.
Onsite work may be required per policy, with 37.5 hours expected weekly.
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Position Requirements
10+ Years
work experience
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