Wealth Management Client Concierge
Job in
Baltimore, Anne Arundel County, Maryland, 21276, USA
Listed on 2026-07-04
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-04
Job specializations:
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Customer Service/HelpDesk
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Finance & Banking
Job Description & How to Apply Below
Dormont Manufacturing Co in Baltimore, Maryland, is seeking a client service professional to support wealth management activities by servicing and deepening relationships with High Net Worth clients. The role requires at least a Bachelor's degree and 1 year of experience in financial services, with a customer service focus.
Responsibilities include managing daily transactions, onboarding new clients, providing sales support, and ensuring compliance with operational standards. Strong interpersonal and communication skills are essential for success in this dynamic environment.
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