Client Service Associate Jobs in Potomac, VA

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Client Service Associate

Choreo

profile Potomac - USA

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs CPAs and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40 locations across t...

6 days ago
Full Time

Client Service Associate

Focus Financial Partners

profile Scottsdale - USA

Position SummaryFocus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth...

30+ days ago
Full Time