employment type: full-time
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Job Label: Client Service Associate July 2020
A prestigious wealth management firm seeks a motivated and qualified individual for the position of Client Service Associate on a wealth management team in our Bethesda, MD office. The individual selected for this opportunity will provide a broad range of technical and client management support to a wealth management team, assist with managing all aspects of a client relationship, be dedicated to client service, and have the highest ethical and professional standards of excellence.
The Firm provides investment, wealth management, business management, tax compliance, and other financial advisory services to a multitude of high-net-worth and ultra-high-net-worth private clients as well as a prestigious base of institutional clients.
Primary responsibilities for this position include:
The position requires:
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