Job Description
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The Client Service Associate is responsible for providing high level service delivery to Custody clients, Custody Officers, intermediaries and other qualified referral sources and distribution channels. The incumbent will communicate with internal and external clients, including participation in select client meetings.
Job Responsibilities:
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