Client Service Associate

Chevy Chase, Maryland, United States · Bernard Wolfe · OF2018005


The Client Service Associate reports to the Director of Operations and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

To perform this job successfully, individual must be able to perform each essential duty satisfactorily:


Apply for this job