Wealth Management Client Relations Associate (Entry)

A leading educational institution in Connecticut is seeking a Wealth Management Customer Relationship Associate. This entry-level position involves managing inbound calls and delivering exceptional customer service. Candidates will prepare for FINRA licensing and engage in various customer service tasks. Successful candidates will possess a Bachelor’s degree in finance or equivalent experience, and demonstrate a dedication to client relationships. This role provides a solid foundation for a career in wealth management with a focus on client satisfaction and compliance. #J-18808-Ljbffr