About this role
Client Service Specialist at Modera Wealth Management. Location: McLean, Virginia, United States. Role: providing service, coordinating meetings, managing calendars Requirements: Associate’s Degree; 3+ years in an RIA or financial services; intermediate finance and custodian knowledge; professional discretion. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, Financial planning software Commitment: Full Time Workplace: Onsite Languages: English