Client Service Associate

Job Description Job Description CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth management firm with 20 years’ experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business and experiencing significant growth, and as a result, we are looking for development-oriented individuals to join our organization. Successful Investor Wealth Management (‘SIWM’) is actively seeking a c…