Wealth Management Client Concierge
Marks Wealth, LLC
Marks Wealth, LLC in Ellicott City, MD is seeking a Client Associate to support advisors by preparing client meeting materials, maintaining accurate records, and assisting with account setup, transfers, and ongoing service requests. The role requires strong client service and organizational skills, with familiarity in Microsoft Office and CRM software. You will answer client inquiries via phone, email, and in person, schedule meetings, and help ensure a timely, professional client experience #J-18808-Ljbffr
Vacancy posted 4 days ago
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