Client Experience Associate - Wealth Management

Posted 9 days ago

bogart wealthMcLean (VA)

Financial Clerks, All Other Portfolio Management and Investment Advice

SENIORITY

Junior

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About the role

Bogart Wealth is seeking a Client Service Associate in McLean, VA. This role delivers a first-class client experience through relationship focus and operational excellence, acting as a main contact for clients and internal teams. You will assist with account administration, paperwork, and data in CRM/custodial systems, while supporting advisors and cross-functional projects. 1–2 years in financial services preferred.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.