Client Service Associate

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

Description

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:

Requirements

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