Client Service Associate - VWG Wealth Management
HighTower Advisors•Vienna, VA
384d
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About The Position
The Client Service Associate at VWG Wealth Management plays a crucial role in delivering exceptional service to high-net-worth individuals. This position involves working closely with lead wealth advisors to manage client inquiries, facilitate account openings, and ensure effective document and data management. The role emphasizes attention to detail and a strong customer service orientation, contributing to a collaborative and supportive environment for both clients and advisors.
