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Client Service Associate

VirtualVocations · Remote, US
Work typeRemote · Full Time
Pay · estimate~$17 – $22/hrMarket rate · not set by employer
PostedNov 14, 2026
LevelEntry level
In short Providing customized wealth advisory services, the hybrid Client Service Associate will manage client meeting scheduling, prepare custodian paperwork, and serve as the primary…

📋 About the job

Providing customized wealth advisory services, the hybrid Client Service Associate will manage client meeting scheduling, prepare custodian paperwork, and serve as the primary point of contact for client administrative requests in a direct hire role.

Key responsibilities

  • Schedule client meetings...
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Client Service AssociateVirtualVocations
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