Wealth Client Services Specialist
711 MS Smith Barney, LLC
Morgan Stanley is seeking a Registered Client Relationship Analyst to provide day-to-day client support and clerical assistance to Financial Advisors, PWAs, and teams. You will help cultivate client relationships, handle routine account tasks, and educate clients on digital tools while maintaining accurate documentation. The role emphasizes a client-first mindset, exceptional interpersonal skills, and the ability to work in a fast-paced environment. #J-18808-Ljbffr
- ...Morgan Stanley in McLean, VA is hiring a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships and handling routine account activity. The role requires strong interpersonal and writing skills...Suggested
- Pathstone, a growing wealth management firm, seeks a client advisory assistant to support the Client Advisory Team in service and daily operations. You will assist with preparing performance analyses, investment manager background, and client presentation materials. Responsibilities...Suggested
- ...Job Description Job Description CAREER OPPORTUNITY Client Onboarding Specialist TritonPoint Wealth Chevy Chase, MD Full-Time · On-Site Operations & Client Service TritonPoint Wealth is an independent private wealth management firm serving high-...SuggestedFull timeWork at office
$75k - $80k
Wealth Enhancement in Falls Church, VA seeks a Sr Client Service Associate to act as liaison between clients, advisors and partners, managing onboarding, account maintenance, documentation and office operations. This on-site role emphasizes high-touch client service, precise...SuggestedWork at office- Morgan Stanley in Bethesda seeks a Registered Client Service Associate to elevate client care, support account activity, and help grow business through attentive service and firm resources. You will work with Financial Advisors to implement client plans and utilize digital...Suggested
- ...Customer Service Associate IIYour positive, friendly disposition and eagerness to get things done make you the right person for our Customer... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workLocal area
- Morgan Stanley in Bethesda, MD seeks a Registered Client Relationship Analyst to provide frontline client service to Financial Advisors and teams, supporting day-to-day account activity and information gathering. You will assist with non-investment inquiries, onboarding...Work at office
$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...$75k - $85k
...Client Relations CoordinatorLowenstein Sandler is a sophisticated law firm in the United States, with over 400 lawyers and 300 business services professionals serving clients from offices in New York, Palo Alto, Roseland, Salt Lake City, San Francisco, Washington, D.C...Full timeWork at officeLocal areaMonday to Friday$84k
...reach and extensive capabilities to provide personalized service wherever our clients’ needs take us. As one of the world’s leading law firms,... ...and professional growth. Job Title Client Service Specialist Location Washington, D.C. Regular/Temporary Regular...Temporary workWork at officeLocal areaFlexible hours$75k - $80k
...The Opportunity A growing, retirement-focused wealth management firm is looking for a Client Development Specialist in Washington DC Metro area to run the client experience at its educational seminars and workshops. You will be the face of the event: setting up the room...Work from homeFlexible hoursAfternoon shift- Omega Wealth Management, LLC, a female-founded, fee-only wealth planning firm in Arlington, VA, seeks a Client Service Associate to deliver a high-touch client experience. You’ll interact mainly by phone and email, supporting advisors and handling transactions with precision...
$72k - $78k
Omega Wealth Management, LLC (OWM) is a female-founded, fee-only, multi-generational wealth... ...number of affluent and high net worth client families. Omega is also a certified B Corp... ...Position Summary We are looking for a Client Service Associate who builds strong relationships...Temporary workSummer workWork at officeLocal areaWork from homeMonday to FridayFlexible hours$25.64 - $33.33 per hour
...exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make... ...through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages...Hourly payInternshipWork at officeLocal areaFlexible hours- HUB International in Rockville, MD is seeking a Client Service Associate to join our Retirement and Private Wealth team on a hybrid schedule. You will prepare client reviews, provide administrative support to advisors, and ensure outstanding client service. The role requires...
- CJM Wealth Advisers, Ltd. is seeking an Operations Service Associate to support Financial Planners and manage daily operational needs. You will handle account paperwork, maintain CRM data, and assist with onboarding, transfers, and reporting. The role offers hybrid work...Remote job3 days per week
- MTN Talent Partners seeks a Client Service Associate for our national wealth management client in McLean, VA. The role supports advisors, onboarding clients, and maintaining relationships with meticulous organization and timely follow-through. You will coordinate account...Remote work
- Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors in daily operations. The role focuses on building trusted client relationships, onboarding new clients, and...
$33.28k - $85k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Temporary workWork at officeLocal areaWork visa- Harrison Gray Search has partnered with a premier insurance and financial services firm to find a dedicated Client Service Specialist . This is a client-focused agency that prides itself on providing a superior customer experience and maintaining the highest standards of...Work at office
- Job brief We are seeking a Remote Client Service & Success Specialist to support clients throughout their travel journey—from initial inquiry and trip planning to booking, pre-travel preparation, and post-trip follow-up. This role is ideal for a detail-oriented, service...Work at officeRemote work
- ...Banker in Arlington, VA. The role focuses on delivering excellent client experiences, guiding customers through digital banking tools,... ...school diploma and 2 years of teller/cash handling or client service experience, with flexibility for weekends and travel as needed....Weekend work
$47k - $67k
...skills and experience — talk with your recruiter to learn more. Base pay range $47,000.00/yr - $67,000.00/yr Position Title: Client Services Specialist Department: Conferences and Events Industry: Legal / Law Firm Reports To: Client Services Manager Location: Washington,...Full timeWork at officeWork from homeMonday to FridayFlexible hours- Kastle Systems, a leader in managed security solutions, is seeking a Client Services Representative in Falls Church, VA. You will be the daily business contact for an assigned group of customers, respond to requests, troubleshoot, and resolve issues in a fast-paced environment...
- Stateside in Arlington, VA seeks a Client Services Associate for an in‑person, entry‑level role supporting senior issue managers and clients. The role emphasizes accurate reporting, data maintenance, proofreading, and formatting to ensure brand consistency. Candidates should...Flexible hours
- A premier talent acquisition firm is seeking a dedicated Client Service Specialist in McLean, Virginia. This role involves providing exceptional support to the account management team by handling client requests related to claims, billing, and eligibility. Ideal candidates...
- ...and grow existing relations by maintaining an accurate, detailed client book for an active, repeat customer base. You will also work... ...prospects in the local market.Manage client relationships and services for all accounts by conducting on-site visits and implementing...Local areaRemote work
- ...be pushed and challenged. Collaborative team. What You Will Be Doing Act as a critical liaison, providing our clients with product/services information and resolving any emerging problems they may have with accuracy and efficiency. Build and maintain...Full timeLive in
$22 - $33 per hour
...About the Role: As a Client Specialistat Baird youll play a pivotal... ...outstanding client service and operational support to one... ...the success of Bairds Private Wealth Management business where true... ...Client Assistants and Client Specialists! The Impact Youll Make: ~...Hourly payFull timeWork experience placementWork at office- A leading global financial services firm is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. Key duties include managing client relationships, executing transactions, answering inquiries, and robust administrative...
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