Senior Client Services Associate
Bogart Wealth
- Experience
- 3+ yrs
- Location
- McLean, Virginia, United States
- Job type
- Full-time
Required skills
- Microsoft Office Suite
- Salesforce
- Charles Schwab
- Fidelity
- Pershing
- Black Diamond
- Orion
About the role
Bachelor's degree required; 3-5 years of Client Services Associate experience in an RIA; proficiency with Microsoft Office Suite; experience with investment management and custodial platforms (Charles Schwab, Fidelity, Pershing) and Salesforce CRM required; fintech platforms like Black Diamond and Orion preferred.
About Bogart Wealth
Independent fee-only registered investment adviser providing financial planning, investment management, and tax services to executives and families.
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