Wealth Management Client Associate: Client Service
Job in
Easton, Talbot County, Maryland, 21601, USA
Listed on 2026-03-10
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-03-10
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A financial services organization seeks a Client Service Representative to support Financial Advisors. This role includes providing exceptional client service and managing client relationships while ensuring operational excellence. The ideal candidate will hold FINRA SIE, Series 7, and Series 66, and have strong skills in client management and effective communication. This is a full-time position with benefits, located in Easton, MD, requiring a commitment to a client-first approach.
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Position Requirements
10+ Years
work experience
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