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Client Service Associate - DC Metro Area
- Washington, Utah, United States
- Washington, Utah, United States
À propos
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
Compétences linguistiques
- English
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