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Client Service Associate

The Successful Investor


Client Service Associate for Successful Investor Wealth Management Inc. • provides excellent quality service to high-net-worth clients and contributes to the growth of the organization. • The ideal candidate has 3+ years experience working as a Client Service Associate or similar role at a wealth...


Wealth Management Client Service Specialist

The Successful Investor


Company Overview • We are a leading wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management, managing assets of nearly $1 billion and growing. • Salary • The estimated salary for this role is around $65,000 - $85,000...