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Wealth Management Client Services Lead

Job in New Castle, Lawrence County, Pennsylvania, 16108, USA
Listing for: MAI Capital Management
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Pennsylvania is seeking a Client Service Specialist to manage client accounts and provide outstanding service. The successful candidate will train and mentor new team members while ensuring that clients receive excellent support and account management. Candidates should have a Bachelor's degree, over 7 years of client service experience in the financial sector, and a strong understanding of client account structures.

Competitive benefits, including health insurance and 401(k) plans, are offered.
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