Wealth Management Client Services Associate

DBJ Wealth Management; Town of New Hartford (NY); On-site; USD 50,000 - 65,000; Full time

Job summary

DBJ Wealth Management is seeking a Client Service Associate to support advisors and clients through account administration, financial planning support, and client communications. This role offers exposure to all aspects of a client-focused wealth management practice and a path toward a future advisory career.

Ideal candidates are curious, dependable, eager to develop professionally, and committed to delivering outstanding service.

Qualifications

• No industry experience required.
• Curious, dependable, eager to develop professionally.

Responsibilities

• Client Experience & Relationship Support will assist in delivering responsive client service.
• Support account administration and communications to help advisors.
• Contribute to a high-quality client experience and smooth operations.

Skills

Client experience

Job description

DBJ Wealth Management is seeking a Client Service Associate to support advisors and clients through account administration, financial planning support, and client communications. This role offers exposure to all aspects of a client-focused wealth management practice and a path toward a future advisory career.

Ideal candidates are curious, dependable, eager to develop professionally, and committed to delivering outstanding service.