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Financial Client Services Specialist

Job in Washington, District of Columbia, 20022, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and clients. The ideal candidate will be detail-oriented with strong communication skills and the ability to manage multiple tasks efficiently. Experience in the securities industry and required certifications (SIE, Series
7) are preferred. This role involves onboarding clients, handling inquiries, and preparing financial materials while working in a dynamic team environment.
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