More jobs:
Client Experience Specialist; Hybrid/Remote
Remote / Online - Candidates ideally in
McLean, Fairfax County, Virginia, USA
Listed on 2026-06-12
McLean, Fairfax County, Virginia, USA
Listing for:
Modera Wealth Management
Full Time, Remote/Work from Home
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Consultant -
Customer Service/HelpDesk
Job Description & How to Apply Below
Modera Wealth Management is seeking a Client Service Specialist to support financial advisors and enhance client service in McLean, VA. The role involves providing comprehensive client service, managing administrative tasks, and preparing for client meetings. Ideal candidates should possess at least an Associate's Degree and 3+ years of experience in the financial services field.
The position offers opportunities for professional growth and partial remote work, along with competitive benefits including medical, dental, and a 401(k) plan.
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