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Hybrid Client Services Lead – Financial Advisory Support

  • Job type Posted on: Jul 20, 2026
  • Experience level Ark Asset Advisors
  • Employment type Pearl River, New York
  • Employment type Onsite
  • Salary Full-time
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Job Title :

Hybrid Client Services Lead – Financial Advisory Support

Job Type :

Full-time

Job Location :

Pearl River New York United States

Remote :

No

Jobcon Logo Job Description :

View Full Description
Wells Fargo Financial Network is seeking a Client Services Associate to support three Financial Advisors across Pearl River, NY and Hackensack, NJ. The role emphasizes client service, administrative duties, and flexible hours with some remote work. You will onboard new clients, prepare reports, coordinate meetings and travel, and help grow the client base while adhering to firm policies. A 2+ year background in brokerage or financial services is preferred. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Jul 20, 2026

Reference Number:

14660_9A72F75F208895A20D0E9B8E94FB0091

Employment:

Full-time

Salary:

Not Available

City:

Pearl River

Job Origin:

APPCAST_CPC

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Wells Fargo Financial Network is seeking a Client Services Associate to support three Financial Advisors across Pearl River, NY and Hackensack, NJ. The role emphasizes client service, administrative duties, and flexible hours with some remote work. You will onboard new clients, prepare reports, coordinate meetings and travel, and help grow the client base while adhering to firm policies. A 2+ year background in brokerage or financial services is preferred. #J-18808-Ljbffr

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