Client Service Associate

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


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:



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

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