Invictus Wealth Management, located in Doylestown, Pennsylvania, is searching for a Client Service Associate to join their growing wealth management practice.
The Client Service Associate (CSA) position plays a critical role in the overall success of the practice by developing a deeper, more meaningful connection with our clients. The administrative team is responsible for enhancing the client experience, as the CSA is the first point of contact when clients call or visit the office. As a CSA, you will focus on providing high-quality service to all clients, while also assisting with administrative and operational support. Ideal candidates have excellent time management and problem-solving skills, demonstrate care and warmth when communicating with clients, operate with great attention to detail, take pride in their work, and have a desire to learn and grow.
If you are searching for a position with endless growth opportunities, with a company that is ready to invest in you, this position may be the opportunity you are looking for!