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Client Services

  • Rockville, MD

Point One

Client Services Professionals

An independent boutique Wealth Management firm in Rockville, MD is looking for Client Services Professionals for their growing team.

What is so unique about these opportunities:

  • Real growth opportunities. To those aspiring to grow their careers from a support role to becoming an operations manager or a financial advisor.
  • Great Culture. A growing boutique firm with a family-oriented environment, a minority owned and operated that prioritize diversity, equity, and inclusion
  • Big firm support. Being part of large network that provides support in the areas of IT, Human Resources, but also providing a Benefit Package only experience at large organizations, such as matching 401K, 18 days PTO, etc.

If you are starting your career or a season Client Services Professional, let’s talk.

Location: Rockville, MD

Compensation: 60-75k base + bonus.

  • Max. file size: 300 MB.

Let's get started!

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