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Premier Executive Search

Senior Wealth Client Service Associate – Schwab Expert

king of prussia, PA

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About this opportunity

Premier Executive Search lists this Senior Wealth Client Service Associate – Schwab Expert opportunity in king of prussia, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Premier Executive Search is partnering with a growing wealth management firm to recruit a Senior Client Service Associate for its King of Prussia, PA office. The role focuses on high-net-worth client service, supporting multiple advisers and managing complex requests with a high level of professionalism.

The ideal candidate will have extensive experience with Schwab Advisor Center, wealth-management operations, and a proven ability to independently handle end-to-end client servicing.

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Worksite address

king of prussia, PA, 19406, US

Who can apply

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