Client Service Associate

Company DescriptionWe are a growing wealth management company committed to delivering exceptional client service. Our people make the difference. are looking for people who smile easily and are results oriented, smart and driven to succeed. Attention to detail is very important. Kindness and commitment are highly valued.Role DescriptionThis is a full-time on-site role for a securities licensed professional located in Bethesda, MD. The Client Service Associate will be responsible for answering client inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation, coordinating schedules, and implementing processes to optimize efficiency and productivity.There is nothing more important than keeping clients satisfied. Smooth ops and admin are 70% of client satisfaction. This role is critical to our success and is recognized and rewarded accordingly.QualificationsExperience in wealth management ops/admin client service, three yearsExcellent interpersonal and communications skillsAttention to detailEnjoys a fast-paced and dynamic work environmentAt Promethium, our Client Service Associates are the face of the enterprise. Client satisfaction is highly dependent on the this person. We value that.

Created: 2025-01-25