Client Experience Associate - Wealth Management
bogart wealthMcLean, VA
Client Experience Associate - Wealth Management
bogart wealthMcLean, VA
9 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Bogart Wealth is seeking a Client Service Associate in McLean, VA. This role delivers a first-class client experience through relationship focus and operational excellence, acting as a main contact for clients and internal teams.
You will assist with account administration, paperwork, and data in CRM/custodial systems, while supporting advisors and cross-functional projects. 1–2 years in financial services preferred.
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JOB OVERVIEW
Experience level
Junior
Location
McLean, VA
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
9 days ago
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