Private Wealth Client Associate | Client Solutions
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-01
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm is seeking a Client Service Support professional to assist Financial Advisors. This role requires current FINRA licenses and a strong commitment to client satisfaction. Responsibilities include providing exceptional service, assisting with client inquiries, and ensuring alignment with operational excellence. Ideal candidates possess strong communication skills and understanding of investment products. The firm values diversity and fosters a collaborative work environment.
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Position Requirements
10+ Years
work experience
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