Client & Onboarding Specialist
Job in
Fort Washington, Prince George's County, Maryland, 20749, USA
Listed on 2026-09-07
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2026-09-07
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Customer Service Rep
Job Description & How to Apply Below
Wealth Enhancement Group in Fort Washington, PA is seeking a Client Service Associate to be the primary contact for clients and to deliver an exceptional client experience. This on-site role provides administrative support, coordinates meetings, manages requests, and ensures smooth daily operations.
Responsibilities include onboarding new clients, maintaining CRM data, handling client requests, and supporting advisors.
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