Private Client Associate: Wealth Advisory
Job in
Rockville, Montgomery County, Maryland, 20849, USA
Listed on 2026-02-12
Listing for:
Janney
Full Time
position Listed on 2026-02-12
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm is seeking a Private Client Associate to enhance client relationships and support Financial Advisors in their business efforts. Responsibilities include organizing productivity campaigns and may involve operational tasks. Candidates should have strong customer service and communication skills, with proficiency in Microsoft Office. The role offers a competitive salary between $60,000 to $80,000 and includes various employee benefits, fostering a positive and inclusive workplace culture.
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Position Requirements
10+ Years
work experience
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