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Financial Advisor Financial Services

Wealth Management Client Experience Specialist

Job in Towson, Baltimore City, Maryland, 21286, USA
Listing for: Right Executive Search, LLC
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A boutique financial advisory firm is seeking a Wealth Management Client Service Associate to manage client onboarding, service requests, and account maintenance. The role offers a supportive environment for professional growth and emphasizes teamwork and ethics. With responsibilities including coordination with clients and advisors, this position requires financial operations experience and proficiency in relevant technologies. Competitive salary and benefits are provided.
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