Client Services Associate, Wealth Management
Job in
Columbia, Howard County, Maryland, 21046, USA
Listed on 2026-01-10
Listing for:
Vaco Recruiter Services
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm is seeking a Client Service Associate in Columbia, Maryland. The role supports client advisors by managing client accounts and ensuring high-quality service delivery. Candidates should have a Bachelor’s degree in Finance or a related field, strong interpersonal skills, and proficiency in Microsoft Office and Salesforce. This is a full-time onsite position with potential for career advancement.
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Position Requirements
10+ Years
work experience
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