Client Service Associate (Financial Services)
Hennion & Walsh, Inc.(4 days ago)
About this role
A Client Service Associate at Hennion & Walsh is an early-career role within a growing wealth management firm specializing in tax-free municipal bonds and full-service securities. The position is part of the client service team and aligns with the firm's culture of integrity, teamwork, and career development. It offers a competitive benefits package and opportunities for internal advancement.
Required Skills
- Client Communication
- Account Maintenance
- Asset Transfers
- Money Movement
- Estate Paperwork
- Microsoft Office
- Teamwork
- Detail Orientation
- Customer Service
Qualifications
- Bachelor's Degree
About Hennion & Walsh, Inc.
hennionandwalshcareers.comHennion & Walsh is a real estate services firm that specializes in multifamily investment sales, asset advisory, and capital markets solutions for owners, investors, and developers. The company combines market research, deal execution, and asset-management expertise to help clients buy, sell, and optimize apartment and residential investment properties. Hennion & Walsh emphasizes a collaborative culture built on integrity and shared values, and recruits professionals who deliver client-focused, data-driven results.
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