Brown | Miller Wealth Management, based in the Washington DC area, is seeking a dedicated Client Associate to join their growing team. The Client Associate 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!