Wealth Management Client Service Associate - Hybrid & Growth
Omega Wealth Management
Omega Wealth Management, LLC, a female-founded, fee-only wealth planning firm in Arlington, VA, seeks a Client Service Associate to deliver a high-touch client experience. You’ll interact mainly by phone and email, supporting advisors and handling transactions with precision. The role combines client service with operational responsibilities, including CRM maintenance (Wealthbox) and data accuracy. A 1–2 year background in wealth management and strong organizational skills are preferred. #J-18808-Ljbffr Omega Wealth Management
Vacancy posted 2 days ago
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