Wealth Planning Client Services Associate
Soap Creek Resources
Wexford, PA · Posted November 9, 2026
Just laid off? Start here: a plan for the first weeks
See every open role at Soap Creek Resources
More in Pennsylvania job market · Financial Services & Banking · Customer Success jobs
Similar jobs
- Client Service Associate · PNC Financial Services Group · Pittsburgh, PA
- Client Service - Client Service Associate · Kestra Holdings · Pittsburgh, PA
- Dedicated Client Services Associate · Vicus Capital · PA
- Client Service Associate · Confluence Financial Partners · Canonsburg, PA
- Client Service Associate · Invesco · Seattle, WA
- Client Service Associate - Kingsport, TN - In Office · LPL Financial · TN
Customer Success jobs in the rankings
Rankings about customer success jobs
- Best cities for customer success jobs #1 New York (367 openings)
- Employers with the most customer success jobs #1 Gallagher (167 roles)
Customer Success jobs · Top Customer Success employers · All rankings
About the job
...Soap Creek Resources is seeking a Client Service Associate in the Financial Planning space to support wealth management services for high-net-worth clients and institutions. The role focuses on daily administration, client data accuracy, and collaboration with financial...