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Private Client Associate High-Net-Worth Clients
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2025-11-29
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2025-11-29
Job specializations:
-
Business
Client Relationship Manager -
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
A leading financial advisory firm in Bethesda, Maryland is seeking a Client Associate to support high-net-worth clients. This role involves account management, client interactions, and ensuring top-quality service. The ideal candidate should have 1-3 years of financial client service experience, organizational skills, and proficiency in Microsoft Office. The anticipated salary range is $55,000 to $70,000 with additional benefits.
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Position Requirements
10+ Years
work experience
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