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Hybrid Wealth Client Services Associate
Remote / Online - Candidates ideally in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-08-15
Bethesda, Montgomery County, Maryland, 20811, USA
Listing for:
Focus Financial Partners
Full Time, Part Time, Remote/Work from Home
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Focus Partners is seeking a Client Service Associate to join our growing team, partnering with Wealth Advisors to deliver comprehensive financial planning and personalized client service. You’ll manage requests from start to finish, ensuring accuracy and timely resolution in a collaborative, client-centric environment.
The role supports a hybrid work model (3 days in office per week) with optional remote work 2 days per week, and offers a pathway for growth within the advisory team.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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