Client-Focused Financial Operations Specialist

A well-established investment advisory firm is seeking a Financial Operations Specialist in Bethesda, Maryland. The role involves serving as a liaison among clients and custodians, coordinating meetings, and managing account paperwork. Ideal candidates will possess an associate’s degree (bachelor’s preferred), have over 3 years of experience in financial services, and excel in communication and analytical skills. Competitive salary ranges from $55,000 to $75,000 with various benefits offered.
The Client-Focused Financial Operations Specialist role at Express Employment Professionals Tysons, VA is now open for applications in Bethesda, MD, United States. The following opportunity is for a Client-Focused Financial Operations Specialist with Express Employment Professionals Tysons, VA. Our team is growing, and we are hiring a Client-Focused Financial Operations Specialist in Bethesda, MD, United States. This opportunity is for the Client-Focused Financial Operations Specialist role at Express Employment Professionals Tysons, VA.