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Client Service Associate, Wealth Management — Hybrid; Towson
Job in
Towson, Baltimore City, Maryland, 21286, USA
Listed on 2025-12-17
Listing for:
HB Wealth
Full Time
position Listed on 2025-12-17
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
A national wealth management firm in Towson is seeking a Client Service Associate to build strong client relationships and focus on client administration. This role involves assisting with client requests, account maintenance, and ensuring compliance with cybersecurity policies. The ideal candidate should have exceptional communication skills, proficiency with Microsoft Office, and a client-first attitude. The position offers competitive benefits including a flexible work environment, 401(k) match, and professional development opportunities.
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Position Requirements
10+ Years
work experience
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