Senior Client Associate

Company: Whelan Financial Strategies Group
Location: Sewickley
Posted on: May 1, 2025

Job Description:

Functional/Business Title: Senior Client AssociateAbout this role:Whelan Financial Strategies Group is seeking a Senior Client Associate in Wealth and Investment Management. In this role, youll provide essential support to Financial Advisors by handling a wide range of client service and operational tasks. This includes assisting clients directly, preparing for meetings, managing account-related inquiries, and executing administrative functions to help grow and maintain client relationships. Youll also coordinate marketing efforts, ensure regulatory compliance, and act as a liaison between the team and referral sources. With your experience and professionalism, youll be a trusted resourceanticipating issues, offering guidance, and supporting both clients and colleagues with expert knowledge and care.Required

Preferred

Job Industries

Other

Keywords: Whelan Financial Strategies Group, Akron , Senior Client Associate, Other , Sewickley, Ohio

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