Wealth management Jobs in Maryland

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Client Services Associate - Wealth Management

Inspire Recruitment Inc.

Bethesda, Maryland, USA

Full-time

This role is on-site at our client's Bethesda, MD office, about 30 minutes North of Washington DC. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support to one or more Wealth Advisors or partners of the firm. The Client Services Associate assists with private clients' daily needs. They have a fun, open environment and are