Client Service Associate

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

Description

This position is located at Bernard R. Wolfe & Associates in Chevy Chase, MD. The Client Service Associate reports to the Operations Manager 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

Benefits

Full health, vision, dental, 401(k) plans along with a host of voluntary plans such as car insurance, legal services, and more.


Apply for this job