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Client Service Associate – Wealth Advisor Support

Job in Sheridan, Sheridan County, Wyoming, 82801, USA
Listing for: Boutique Recruiting
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A specialized recruiting firm in Wyoming is seeking a Client Service Associate to support financial advisors and enhance client satisfaction. This role requires excellent organizational skills and the ability to manage multiple operational tasks while interacting with clients. Ideal candidates should have at least 2 years of experience in financial services and be proficient in using technology and CRM systems.

Benefits include medical, dental, vision, a 401(k) plan, and paid holidays.
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Position Requirements
10+ Years work experience
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