Onsite Client Service Associate – Wealth ; Annapolis
Job in
Annapolis, Anne Arundel County, Maryland, 21403, USA
Listed on 2026-03-01
Listing for:
LPL Financial
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading wealth management firm in Annapolis, Maryland is looking for a Client Service Associate to provide administrative support and enhance client relationships. The role involves managing client onboarding, addressing inquiries, and collaborating with financial advisors. Candidates should have 2+ years of experience in client service within financial services, strong organizational and communication skills, and preferably a Series 7 License.
Join a collaborative team and make a significant impact in clients' financial journeys.
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Position Requirements
10+ Years
work experience
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