Credent Wealth is seeking a Client Service Associate to support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship.
This role will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing communication to deliver a client relationship experience
#J-18808-LjbffrWealth Client Experience Associate in indiana at Unknown Company
This position is listed as full time and onsite.