Description
The Client Support Associate II supports Wealth Management Officers and client service operations by handling client requests, account information, deposits, transfers, trades, distributions, account-opening and closing documents, account maintenance, appointment scheduling, and annual account reviews. The role requires on-site attendance, prior customer service experience, a high school diploma or GED, and familiarity with wealth management and financial planning concepts. Starting pay is $21.50 to $26.50 per hour, and the position was anticipated to close November 30, 2026, or until filled.
