Hybrid Wealth Management: Client Services Associate
HUB International
HUB International in Rockville, MD is seeking a Client Service Associate to support the Retirement and Private Wealth team on a hybrid schedule. You will help onboard new clients, maintain client profiles, and coordinate meetings while ensuring accurate CRM records and timely deliverables. The ideal candidate has experience in client service within financial services, strong organizational skills, and proficiency in Microsoft Office and CRM tools. #J-18808-Ljbffr HUB International
Vacancy posted more than 2 months ago
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