Wealth Client Service Associate - Team Unlimited PTO
Job in
Potomac, Montgomery County, Maryland, 20854, USA
Listed on 2026-06-19
Listing for:
Choreo
Full Time
position Listed on 2026-06-19
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Choreo, a wealth management firm in Potomac, MD, seeks a Client Service Associate to manage client communications and deliver superior service. The role involves coordinating workflows, liaising between clients and advisors, and ensuring high-quality service delivery.
Ideal candidates will have a degree in a financial planning-related field and experience in a similar industry. Excellent communication and problem-solving skills are vital. This position offers competitive compensation and comprehensive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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