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Canandaigua National Trust Company Florida

Sarasota, Florida

Azzendo Wealth Advisors Logo
Azzendo Wealth Advisors

Coral Gables, Florida

Environmental Design International Logo
Environmental Design International

Chicago, Illinois

Ferguson Wellman Capital Management Logo
Ferguson Wellman Capital Management

Portland, Oregon

AGF Investments

Toronto, Ontario, Canada

Confidential

Buffalo Grove, Illinois

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Client Services Associate
At Meira Wealth, we’re dedicated to delivering a high-touch, personalized wealth management experience for our clients. We believe that exceptional service, seamless technology integration, and a collaborative team culture are the cornerstones of success. Join us as a Client Service Associate and play a key role in driving our business growth by ensuring outstanding client experiences and operational efficiency. KEY RESPONSABILITIES Client Engagement & Support Respond promptly and professionally to client inquiries while delivering a WOW client experience and maintaining high


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