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Client Service Associate - Wealth Management
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Full-time
- Wescott Financial Advisory Group LLC, a Philadelphia-based Independent Registered Investment Advisor ("RIA"), is excited to welcome a
- Client Service Associate
- The Client Service Associate (“CSA”) is responsible for supporting the firm’s Wealth Advisors and Clients directly by delivering high-touch service and ensuring transaction/money movement requests are processed promptly and accurately.
- The CSA will partner with Operations team members to manage the needs of our Clients and play an active role in future projects as the firm continues to grow.
- Experience with financial custodial platforms is a plus
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