4.0Jun 17, 2026Good benefits but teams are stretched thinClient service associateFormer employee, more than 5 yearsAtlanta, GARecommendCEO approvalBusiness OutlookProsGood overall benefits and employee recognitionConsTeams seem to run lean and that's hard to do over a long period of time.Show more
1.0Mar 31, 2025Client Service AssociateClient service associateCurrent employeeCharlotte, NCRecommendCEO approvalBusiness OutlookProsResources available to assist with job functioinConsPay, culture, management, return to office policyShow more
2.0Dec 21, 2024Good launching point but no upward movementClient service associateCurrent employee, more than 5 yearsOrlando, FLRecommendCEO approvalBusiness OutlookProsBenefits are decent. Working in Wealth has autonomy Over-communicationConsCulture low morale Breadcrumbing/gaslighting no growth opportunities for CURRENT employees-new employees only do not promote from withinShow more