bogart wealthMcLean, VA
Client Experience Associate - Wealth Management
Client Experience Associate - Wealth Management
Client Experience Associate - Wealth Management
bogart wealthMcLean, VA
10 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this 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.
Also on the board Same function, level within a rung
Level
Junior
Location
McLean, VA
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
10 days ago