Private Wealth Management Client Service Associate

What you’d do

Support financial advisors and private wealth teams by building client relationships, executing money movement transactions, answering non-investment account questions, and preparing account documentation. Full time role in Washington, DC. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• Willingness to obtain Series 7 and Series 66 or 63/65
• Advanced Microsoft Office skills
• Detail oriented with strong organizational skills
• Strong interpersonal and client service skills