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Wealth Client Services Associate

Job in Potomac, Montgomery County, Maryland, 20854, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 33280 - 88000 USD Yearly USD 33280.00 88000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Potomac, Maryland is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have strong interpersonal skills, a detail-oriented nature, and a willingness to obtain necessary financial licenses. Responsibilities include cultivating client relationships, processing transactions, and assisting with administrative tasks. The position offers a salary range between $33,280 and $88,000, reflecting experience and performance with comprehensive benefits.
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Position Requirements
10+ Years work experience
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