Brown | Miller Wealth Management, based in the Washington DC area, is seeking a dedicated Client Associate – Wealth Management to join their growing team. The Client Associate – Wealth Management position is an empowering, customer service orientated role with endless opportunities. The client service team is very important, as they are the first voice a client hears when they call the office.
This position will be focused on providing exceptional client service to current and potential clients; accurately administer updates for complex and multi-step client accounts to include account updates, asset movements, account transfers, and fostering new household relationships. The ideal candidate is one that is thorough in their work, operates with a high attention to detail, has a warm and caring attitude, is willing to learn, and encompasses great time management and problem-solving skills.
If you thrive in a collaborative and supportive culture, deliver outstanding client experience, and are looking to advance your career with an engaged team, we look forward to hearing from you!