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Wealth Management Client Service Associate
Job in
Town of Vermont, Vermont, Dane County, Wisconsin, USA
Listed on 2026-03-07
Listing for:
LPL Financial
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading financial services provider in the United States is seeking candidates for a role focused on wealth management. The position requires managing client relationships and resolving inquiries effectively, with a strong emphasis on communication and detail-oriented skills. Ideal candidates will have 1-3 years of experience in the financial industry and be proficient in Microsoft Office. The job is onsite in Williston, Vermont, Monday to Friday, offering a competitive salary and a comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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