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PowerToFly

Client Services Associate - Wealth Management Support

bethesda, MD

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About this opportunity

PowerToFly lists this Client Services Associate - Wealth Management Support opportunity in bethesda, Maryland. Review the employer’s description below for duties, qualifications and application requirements.

Job description

A leading global financial services firm is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. Key duties include managing client relationships, executing transactions, answering inquiries, and robust administrative support. Candidates should possess a high school diploma, relevant licenses, strong interpersonal skills, and a detail-oriented work ethic. This role offers a competitive salary range and excellent benefits, ideal for motivated individuals seeking growth in the financial industry.

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Worksite address

bethesda, MD, 20811, US

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