Private Client Associate for High-Net-Worth Clients

1 week ago


Bethesda, MD, United States Rockefeller Financial Full time

A leading financial advisory firm in Bethesda, Maryland is seeking a Client Associate to support high-net-worth clients. This role involves account management, client interactions, and ensuring top-quality service. The ideal candidate should have 1-3 years of financial client service experience, organizational skills, and proficiency in Microsoft Office. The anticipated salary range is $55,000 to $70,000 with additional benefits.

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