Client Service & Support Associate | Private Wealth Management

We are seeking a polished, highly motivated professional to join one of our private wealth management teams in a key client service and support role.Working closely with experienced Financial Advisors, you will help serve a practice of high-net-worth clients while contributing to the exceptional level of service and attention to detail for which our team and firm is known.What We’re Looking ForBachelor’s degree (4-year degree) requiredExperience in wealth management, financial services, banking, or a professional services environment preferredFinancial industry licensing preferred, but not requiredStrong technology skills and proficiency with Microsoft Office; CRM and wealth management platform experience a plusExceptional organizational skills and attention to detailExcellent communication and interpersonal skillsProfessional presence, discretion, initiative, and sound judgmentA genuine commitment to delivering an outstanding client experienceThis is an opportunity to become an integral member of a high-performing, relationship-driven wealth management practice, with meaningful exposure to clients, advisors, and the broader investment and financial planning process.If you are looking for an environment where you can grow, contribute, and build a long-term career in private wealth management, we would like to hear from you.To Apply: Please submit your resume and a brief introduction outlining your interest in the position.