About this role
Client Services Team Assistant at BF Saul. Location: Bethesda, Maryland, United States. Role: communicate with clients, respond inquiries, process cash Requirements: 1-2 years in client services; Bachelor’s Degree or equivalent work experience; wealth management/financial services experience preferred. Category: Customer Service Seniority: Entry Level Tools: Microsoft Office, CRM, Trust accounting system Commitment: Full Time Workplace: Remote Languages: English