Wealth Client Service Associate - Team-Based Support (Unlimited PTO)
Choreo
Choreo, a wealth management firm in Potomac, MD, seeks a Client Service Associate to manage client communications and deliver superior service. The role involves coordinating workflows, liaising between clients and advisors, and ensuring high-quality service delivery. Ideal candidates will have a degree in a financial planning-related field and experience in a similar industry. Excellent communication and problem-solving skills are vital. This position offers competitive compensation and comprehensive benefits. #J-18808-Ljbffr Choreo
Vacancy posted 1 day ago
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