Wealth Client Services Associate (Hybrid
Job in
Germantown, Montgomery County, Maryland, 20875, USA
Listed on 2026-08-12
Listing for:
LE0123 Focus Partners Wealth LLC
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Focus Partners Wealth is seeking a Client Service Associate to join our growing team. The role partners with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs.
You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully in a fiduciary environment. This role emphasizes clear communication and attention to detail.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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