Wealth Client Service Associate - Advisors
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-02-17
Listing for:
RecruitHook
Full Time
position Listed on 2026-02-17
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A wealth management firm in Bethesda is seeking a Client Service Associate to support advisors and ensure high-quality client service. This role requires 1–2 years of experience in client service or administration within financial services. Responsibilities include managing client requests, maintaining accounts, and coordinating with various stakeholders. The ideal candidate should possess strong organizational and communication skills and be proficient in Microsoft Office and CRM tools.
This position offers the opportunity for long-term growth in the industry.
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Position Requirements
10+ Years
work experience
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