Senior Associate, Client Service, Wealth Management

Job Summary

  • Salary:

    $57,000 - $98,000 USD Annually

  • Benefits:

    Retirement Savings, Paid Holidays, Paid Time Off

  • Location:

    Madison, WI, Potomac, MD

  • Type:

    Full-time

  • Categories:

    Customer Service, Project Management, Consulting

  • Company:

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  • Summary:

    Develop and maintain strong client relationships, manage paperwork distribution, and assist advisors with scheduling and client communications while utilizing CRM tools for task management and coordination across teams.

  • Job Description

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