Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service & Onboarding Specialist — Financial Services

Morgan Stanley

Morgan Stanley is seeking a Registered Client Service Associate to advance client service, onboarding, and support for financial advisors. The role emphasizes understanding firm policies, maintaining documentation, and using Morgan Stanley Online and Mobile platforms to assist clients. The position requires relevant licenses, strong communication, and the ability to work in a fast-paced, client-centric environment within our Bethesda area offices. #J-18808-Ljbffr Morgan Stanley

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Service & Onboarding Specialist — Financial Services in Bethesda, MD vacancy
  •  ...Job Description CAREER OPPORTUNITY Client Onboarding Specialist TritonPoint Wealth Chevy Chase,...  ...· On-Site Operations & Client Service Dynasty Network​ TritonPoint...  ...sophisticated investment management and financial planning. We are seeking a Client... 
    Suggested
    Full time
    Work at office

    TRITONPOINT WEALTH LLC

    Chevy Chase, MD
    4 days ago
  • $55k - $75k

     ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition...  ...for service and excellence in the Financial Services industry, Raymond James is...  ...financial advisors and branch office. Onboards new clients, opens new client accounts... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial Services

    Bethesda, MD
    3 days ago
  •  ..., is committed to working with our clients to identify their financial goals and develop a comprehensive,...  ...our clients by providing exemplary service, and serving as a reliable partner...  ...offer. They excel at managing multiple onboarding cycles, maintaining accurate... 
    Suggested

    Seventy2 Capital Wealth Management

    Bethesda, MD
    2 days ago
  • $49.92k

     ...Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At...  ..., automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Night shift

    K2 Services

    Washington DC
    2 days ago
  • $55k - $75k

    Fwainvest is seeking a motivated Registered Client Service Associate to join our team in Bethesda, MD. The role involves providing high-quality administrative support to Financial Advisors, managing client interactions, and maintaining essential documentation. The ideal... 
    Suggested

    Fwainvest

    Bethesda, MD
    4 days ago
  • $49.13k - $73.7k

    The United States Senate Federal Credit Union is seeking a Member Service Representative to enhance member financial wellness through excellent service. You will be responsible for managing transactions, resolving member inquiries, and fostering member relationships. The... 
    Remote job

    United States Senate Federal Credit Union

    Washington DC
    3 days ago
  • $20.6 per hour

     ...the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional...  ...and advisory services that enable clients to modernize operating models, reduce...  ...service focused Office Services Specialist to join the Opensity team... 
    Work experience placement
    Work at office
    Flexible hours

    Opensity solutions

    Washington DC
    3 days ago
  • ASB Real Estate Investments seeks a Client Service Operations Specialist to lead production of professional marketing materials and client communications for over 300 institutional investors. You will collaborate with senior leadership and investment teams to deliver timely... 

    B.F. Saul Company

    Bethesda, MD
    5 days ago
  • A staffing firm in Bethesda is seeking a dedicated Client Services Coordinator to manage client services and support candidates. This role requires strong communication skills and a detail-oriented approach. The ideal candidate will have a BS/BA degree, experience with... 

    Andrews & Cole

    Bethesda, MD
    3 days ago
  • ASB Real Estate Investments is seeking a Client Service Operations Specialist to lead professional marketing, communications, and client support for 300+ institutional investors. The role collaborates with senior leadership, relationship managers, and investment personnel... 

    Chevy Chase Trust

    Bethesda, MD
    2 days ago
  • A logistics service provider is seeking a Customer Onboarding & Tech Support Associate in Beltsville, MD. The role focuses on assisting customers with onboarding...  .... Responsibilities include proactive outreach to new clients, conducting training, and providing first-line... 

    AggDirect

    Beltsville, MD
    1 day ago
  • $18 - $21 per hour

     ...Call Center Representative Industry: Financial Services / Professional Services / Call Center Location (city, state): Alexandria, VA (...  ...medical, dental, vision, and 401(k). About The Company: Our client is a financial services company looking to add a motivated... 
    Hourly pay
    Full time
    Contract work
    Work at office
    Local area
    Monday to Friday

    Addison Group

    Alexandria, VA
    3 days ago
  •  ...re interested in starting a career in financial services, Coldstream has a fantastic opportunity...  ...of our wealth management teams! As a Client Service Associate with a growing team,...  ...advance ~ Coordinating the new client onboarding process: ~ Opening brokerage... 
    Work at office
    Work from home
    Monday to Friday

    Coldstream Wealth Management

    Washington DC
    4 days ago
  • $500 per month

     ...our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial...  ...Things You Get To Do: Assist clients and broker partners by being the first...  ...Basic understanding of KYC and client onboarding processes Who You Are (Must-Haves):... 
    Remote work
    Home office

    Alpaca

    Washington DC
    4 days ago
  • A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors. The ideal candidate will have strong client service and interpersonal skills, with at least two years... 

    PowerToFly

    Mc Lean, VA
    4 days ago
  • Position Type: Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in... 
    Local area

    Charles Schwab

    Washington DC
    3 days ago
  • $126k - $182k

     ...advisory, tax and assurance firm providing clients with a genuine coast‑to‑coast and global...  ...U.S. and many of the world’s leading financial centers—New York, London, San Francisco,...  ...Tilly offers comprehensive professional services in audit, financial advisory, transaction... 
    Local area
    Shift work

    Baker Tilly US

    Washington DC
    1 day ago
  • $41.6k - $49.92k

     ...Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At...  ..., automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate... 
    Hourly pay
    Full time
    Work at office

    K2 Services

    McLean, VA
    2 days ago
  • $40.85k - $53.35k

     ...HealthCare's Outpatient Imaging seeks to hire an experienced Patient Service Specialist for our various locations who will embrace our mission to...  .... • Obtains documents and verifies patient demographic financial and insurance information using a computerized scheduling... 
    Daily paid
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift
    Afternoon shift

    Adventist HealthCare

    Silver Spring, MD
    2 days ago
  •  ...looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships....  ...in investment reviews and annual reviews Onboards new client relationships through correspondence... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Flexible hours

    CapTrust Advisors, LLC

    Alexandria, VA
    5 days ago
  • $40k - $75k

    Future Opening: Insurance and Financial Services Position - State Farm Agent Team Member Full Time • Chevy Chase, MD Are you a dynamic and...  ...Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or... 
    Full time
    Work at office
    Weekday work

    Chris Aguirre - State Farm Agent

    Chevy Chase, MD
    3 days ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ..., and delivering extraordinary customer service while maintaining a strong commitment to...  ...best investment solutions to meet their financial needs. As a Private Client Advisor in Chase... 

    JPMorgan Chase & Co.

    Bethesda, MD
    3 days ago
  • $76.5k - $127.5k

     ...success. As an Account Manager within PNC's Financial Wellness Solutions organization, you...  ...Solutions offers a comprehensive suite of services designed to support the needs of...  ...Account Manager, you will work directly with clients to design, implement, and advance financial... 
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Gaithersburg, MD
    19 hours ago
  • A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and their clients. Responsibilities include managing client relationships, facilitating account transactions, and answering inquiries... 

    PowerToFly

    Washington DC
    3 days ago
  • $40k - $90k

    A local insurance agency is seeking a qualified Life Insurance/Financial Services Specialist in Alexandria, VA. This full-time position involves marketing life/health insurance products, consulting with customers, and assisting with applications and claims. The ideal candidate... 
    Full time
    Local area
    Flexible hours

    Buforyou

    Alexandria, VA
    3 days ago
  •  ...Service Desk Specialist II Network Coverage is a best-in-class technology solutions provider specializing in IT managed services, cybersecurity...  ...technology solutions and operational excellence allow clients to focus on their business with the value of an end-to-end... 
    Daily paid
    Full time
    Work at office
    Monday to Friday
    Shift work

    NetCov

    Arlington, VA
    5 days ago
  • $18.22 - $22.85 per hour

     ...Legal Senior Onsite Service SpecialistThis vital role is responsible for overseeing the...  ...event spaces, coordinating directly with clients and the firm to ensure exceptional service...  ...insurance options.Contribute to your financial security with Retirement Savings Plan (4... 
    Work at office
    Worldwide
    Relocation
    Flexible hours

    Ricoh USA, Inc.

    Washington DC
    2 days ago
  •  ...Family Services Specialist IIThe City of Alexandria is located in northern Virginia and is bordered by the District of Columbia (Potomac River...  ...consumer treatment and ensure all needs are being met;Links clients to needed services and explores community resources... 
    Local area
    Monday to Friday

    Alexandria Human Rights

    Alexandria, VA
    1 day ago
  • $101k - $192.6k

     ...our expanding not-for-profit client portfolio. The successful candidate...  ...to deliver accounting, financial reporting, and advisory solutions...  ...and financial reporting services for not-for-profit clients.Serve...  ...team members.Oversee client onboarding activities, including process... 
    Full time
    Work experience placement
    Local area
    Remote work

    Cherry Bekaert

    Rockville, MD
    4 days ago
  • $100k - $150k

     ...reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across... 
    Full time
    Private practice
    Local area
    3 days per week

    PKF O’Connor Davies

    Bethesda, MD
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service & Onboarding Specialist — Financial Services. Be the first to apply!