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Wealth Management CSA Mentorship & Impact

Job in Germantown, Montgomery County, Maryland, 20875, USA
Listing for: Right Executive Search, LLC
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
Position: Wealth Management CSA: Growth, Mentorship & Impact
A respected wealth management firm in Germantown, MD is looking for a Client Service Associate (CSA) to enhance client relationships and support the firm's growth. The ideal candidate will have experience in client service roles, excellent organizational skills, and a strong commitment to personal and professional development. This in-office position offers competitive salary, medical benefits, and a supportive culture for career advancement.
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