Wealth Client Services Lead
wealth enhancementNew Market (MD)
Wealth Client Services Lead
Posted 18 days ago
wealth enhancementNew Market (MD)
SENIORITY
Mid
About the role
Wealth Enhancement in New Market, MD is seeking a Client Service Manager to act as the liaison between the client and the Financial Advisor. This on-site role touches all aspects of the client experience, including account administration and facilitating smooth client interactions.
The base salary ranges from $75,000 to $90,000, exclusive of bonuses, with eligibility for a discretionary performance-based bonus.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
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.