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Remote Client Advisory Associate - Financial Services

Remote / Online - Candidates ideally in
King of Prussia, Montgomery County, Pennsylvania, 19406, USA
Listing for: Liberty Personnel Services, Inc.
Remote/Work from Home position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A leading investment advisory firm is seeking a Client Advisory Associate for a fully remote position. In this role, you will serve as the primary point of contact for client inquiries, manage account maintenance, and collaborate with lead advisors to implement financial strategies. The ideal candidate will have direct experience with Charles Schwab and Fidelity platforms, a problem-solving mindset, and strong communication skills.

This position offers a unique opportunity to support seamless account management and high-touch client service.
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Position Requirements
10+ Years work experience
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