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Accounting & Finance Banking & Finance Financial Consultant Financial Analyst

Client-Focused Financial Operations Specialist

Job in Bethesda, Montgomery County, Maryland, 20811, USA
Listing for: Express Employment Professionals Tysons, VA
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Accounting & Finance, Banking & Finance, Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
A well-established investment advisory firm is seeking a Financial Operations Specialist in Bethesda, Maryland. The role involves serving as a liaison among clients and custodians, coordinating meetings, and managing account paperwork. Ideal candidates will possess an associate’s degree (bachelor’s preferred), have over 3 years of experience in financial services, and excel in communication and analytical skills. Competitive salary ranges from $55,000 to $75,000 with various benefits offered.
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