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Client Service Specialist - in Wealth Management
Job in
Tryon, Polk County, North Carolina, 28782, USA
Listed on 2026-01-25
Listing for:
Modera Wealth Management
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
Location: Tryon
A financial services firm in Tryon, NC is seeking a Client Service Specialist to support advisors and clients, manage tasks such as correspondence and account maintenance. Candidates should have a minimum of an Associate’s Degree and at least 3 years' experience in the financial services field with strong analytical and communication skills. The role includes detailed responsibilities ranging from client interactions to administrative support, promoting professional growth and competitive benefits.
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