Client Service Associate Wealth Management
by TalentBridge
in
Job role overview
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Date posted
May 7, 2026
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Hiring location
Charlotte
Description
Client Service Associate – Wealth Management
A leading regional wealth management firm is seeking a Client Service Associate to support financial advisors and deliver a high-touch client experience to high-net-worth individuals and family offices. This role sits at the intersection of client service, operations, and relationship management, playing a critical part in onboarding and maintaining client relationships.
work mode
On-site
Interested in this job?
22 days left to apply