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Client Services Associate — Onsite Wealth Management
Job in
Columbia, Howard County, Maryland, 21046, USA
Listed on 2026-01-01
Listing for:
Vaco
Full Time
position Listed on 2026-01-01
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Manager
Job Description & How to Apply Below
A financial services firm seeks a Client Service Associate in Columbia, Maryland. The role involves providing operational and administrative support to Client Advisors, with responsibilities including managing client inquiries, accounts, and ensuring compliance. Candidates should have a Bachelor's degree in a relevant field and experience in client service. Strong communication skills and proficiency in Microsoft Office, alongside Salesforce experience, are also essential.
This position could offer paths for career advancement in a collaborative environment.
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Position Requirements
10+ Years
work experience
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