Wealth Planning Client Services Associate

Hire Consulting Services seeks a Client Service Associate – Financial Planning to support wealth managers serving high‐net‐worth clients and institutions. You will handle daily account administration, client communication, and data maintenance within a regulated environment, contributing to the firm's service excellence. The role rewards a Bachelor's degree with CFP pursuit, plus experience with CRM systems, Schwab platforms, and DocuSign, and strong Excel/financial planning software skills.