Wealth Management Client Services Associate

Beacon Pointe Advisors

A financial services firm in Columbia, MD is seeking a Client Service Associate to support a highly talented team. The ideal candidate has a degree in Finance, Business, or Economics, and 1–2 years of experience working with high-net-worth individuals. Key responsibilities include responding to client requests, monitoring custodial alerts, and documenting inquiries. This position offers a great opportunity to build a career in the Registered Investment Advisor industry. #J-18808-Ljbffr

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Vacancy posted 1 day ago

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