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Are you an experienced Client Service Associate who is passionate about providing high-level client support in the wealth management industry? Our client, a boutique firm based in Bethesda, MD, is seeking a sharp CSA to join their growing team!

Responsibilities:

Support the day-to-day activities of two Principals, including administrative tasks and supporting their client portfolios.Coordinate client intake meetings, including scheduling and follow-up action items.Handle all asset transfers, ACH payments, and account updates.Prepare and review client documents, gathering additional information as needed to ensure portfolio information is up-to-date and in compliance.Receive client calls and correspondence, serving as an immediate point-of-contact.Additional duties and projects as assigned.

Qualifications:

A bachelor's degree is required.3+ years of client services experience are required; CSA internships count!Financial planning knowledge is preferred.Customer service attitude with strong oral/written communications.Tech-savvy with a desire to learn new systems and processes.Must be a collaborative team-player who is proactive and driven to provide high-level customer service to clients.

Position Information:

$75K-$95K, dependent on years of experience.Comprehensive benefits package and annual bonus potential.Employer contribution to 401(k) plans.Ability to work 100% on-site at the Bethesda, MD location (metro accessible!). A1415782DC-Perm_1745612212 To Apply for this Job Click Here