Client Services Associate - Wealth Mgmt
Job in
McLean, Fairfax County, Virginia, USA
Listed on 2026-02-11
Listing for:
Bogart Wealth
Full Time
position Listed on 2026-02-11
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A wealth management firm in Virginia seeks a Client Service Associate (CSA) to be the primary point of contact for client service requests. The CSA will support clients with account administration and maintain up-to-date client information. A successful candidate is detail-oriented, client-focused, and comfortable using various financial management platforms. Competitive compensation, health benefits, and a bonus program are included. This role is ideal for individuals with 1-2 years of experience in financial services, preferring individuals familiar with CRM systems.
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Position Requirements
10+ Years
work experience
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