Client Services Associate

This is a full-time, on-site role for an experienced service professional located in Bethesda, MD. The Client Service Associate will be responsible for answering inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation, coordinating schedules, and preparation of meeting materials.

Experience in brokerage/wealth management industry is a must. Experience with Schwab or Fidelity is a plus. This role is critical to the enterprises success and is recognized and rewarded accordingly.

Qualifications

Smiles are appreciated

Experience in ops/admin client service, three years

Excellent interpersonal skills

Attention to details

Familiarity with financial services and investment products

The Client Service Associate is in large measure the face of the organization. Ongoing client satisfaction is highly dependent on the interaction with this person. At Promethium, we understand the value and importance of Client Service Associates.