Wealth Client Services Associate — Private Wealth
Job in
Washington, District of Columbia, 20022, USA
Listed on 2026-02-06
Listing for:
PowerToFly
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and their clients. Responsibilities include managing client relationships, facilitating account transactions, and answering inquiries. Ideal candidates should have strong interpersonal skills, attention to detail, and experience in financial services. This position requires a high school diploma and active Series 7/66 licenses, with an emphasis on teamwork and organizational skills.
Comprehensive benefits and a competitive salary range are offered.
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Position Requirements
10+ Years
work experience
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