Client Service Associate - DC Metro Area

Job Description

Client Service Associate — Washington, DC (Hybrid: Two Days in Office)

ISC’s team of Financial Services Recruiters is partnering with a leading Wealth Advisory firm in DC . This is an established, independent firm serving high-net-worth families and individuals, known for its collegial culture, long-term career development, and commitment to promoting from within.

About the Role

We’re seeking an experienced Client Service Associate (CSA)  to join the DC office. This person will work closely with Paraplanners and Advisory teams, supporting a sophisticated HNW client base. The role is highly transactional and requires a strong understanding of custodial operations, money movement, and client