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Client Service Associate - Wealth Management
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-02-18
Listing for:
RecruitHook
Full Time
position Listed on 2026-02-18
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
A relationship-driven wealth management firm is seeking a Client Service Associate to support advisors and deliver high-quality client service. This role is ideal for someone interested in long-term growth within financial services.
Responsibilities- Support client service requests and account administration
- Open and maintain client accounts and documentation
- Coordinate with clients, custodians, and broker-dealers
- Maintain accurate records and support operational workflows
- 1-2 years of client service or administrative experience in wealth management or financial services
- Strong organization, communication, and attention to detail
- Proficiency with Microsoft Office; CRM experience preferred
Position Requirements
10+ Years
work experience
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