Wealth Client Services Associate Touch
Job in
Harleysville, Montgomery County, Pennsylvania, 19438, USA
Listed on 2026-01-27
Listing for:
Wescott Financial Advisory Group, LLC
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
Location: Harleysville
A financial advisory firm based in Philadelphia is seeking a Client Service Associate in Harleysville, PA. The role involves supporting wealth advisors and clients, managing account opening processes, and ensuring client transactions are processed efficiently. Ideal candidates have a Bachelor's in Business or Finance, 3-5 years of high-net-worth client servicing experience, and proficiency with CRM systems. The compensation ranges from $65,000 to $80,000 with benefits including medical insurance and a 401(k) plan.
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Position Requirements
10+ Years
work experience
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