Wealth Management Client Services Associate
Job in
Towson, Baltimore City, Maryland, 21286, USA
Listed on 2026-08-15
Listing for:
JCW Group
Full Time
position Listed on 2026-08-15
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep
Job Description & How to Apply Below
JCW Group in Maryland seeks a Client Service Associate to support its advisory team. This client-facing role handles account service requests, onboarding, and regulatory compliance to ensure smooth day-to-day service delivery.
You will liaise with custodians, maintain CRM records, prepare performance reports, and assist with billing and reporting. The position requires strong communication, attention to detail, and the ability to manage multiple priorities under tight deadlines.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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