More jobs:
Hybrid Client Service & Wealth Operations Associate
Job in
Annapolis, Anne Arundel County, Maryland, 21403, USA
Listed on 2026-08-11
Listing for:
Connect Wealth
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Connect Wealth in Annapolis, MD is seeking a Client Service Associate to deliver outstanding client service and manage diverse financial and administrative tasks. This full-time role focuses on building relationships, coordinating client activity with the team, and ensuring smooth onboarding for new clients.
The ideal candidate will be professional, compassionate, and committed to the highest standard of client service, with experience in financial services or internships.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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