Client Services Associate - Canonsburg
2 weeks ago

Job summary
Wealth Management Firm seeks Client Service Associate to support advisors and deliver high-touch client experience. Key responsibilities include serving as operational anchor and client-facing professional, managing calendars, meeting preparation, client service and account support.Responsibilities
- Serve as professional first point of contact for clients (phone, email, in person)
- Manage advisor calendars, meeting logistics and confirmations
Job description
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