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Wealth Client Experience Associate

Job in Bethesda, Montgomery County, Maryland, 20811, USA
Listing for: Focus Partners
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 55000 - 65000 USD Yearly USD 55000.00 65000.00 YEAR
Job Description & How to Apply Below
Focus Partners in Bethesda, Maryland is seeking a Client Service Associate to enhance client relationships and ensure seamless operational support. This role involves working closely with Wealth Advisors, managing multiple requests across various platforms, and delivering outstanding service to clients. Candidates should possess a Bachelor's degree and strong communication skills, with an interest in financial planning. The position offers a hybrid work schedule and competitive compensation, including a salary range of $55,000 to $65,000 per year, alongside benefits.
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Position Requirements
10+ Years work experience
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