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

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Bethesda, MD vacancy
  •  ...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

    Morgan Stanley

    McLean, VA
    1 day ago
  • 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

    Pathstone

    Potomac, MD
    4 days ago
  •  ...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-... 
    Suggested
    Full time
    Work at office

    TritonPoint Wealth LLC

    Chevy Chase, MD
    10 days ago
  • $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... 
    Suggested
    Work at office

    Wealth Enhancement

    Falls Church, VA
    2 days ago
  • 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

    Morgan Stanley

    Bethesda, MD
    1 day ago
  •  ...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 work
    Local area

    Dollar Tree

    Silver Spring, MD
    4 days ago
  • 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

    Morgan-Stanley

    Bethesda, MD
    1 day 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... 

    Fwainvest

    Bethesda, MD
    5 days ago
  • $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 time
    Work at office
    Local area
    Monday to Friday

    Lowenstein Sandler

    Washington DC
    4 days ago
  • $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 work
    Work at office
    Local area
    Flexible hours

    Paul Hastings

    Washington DC
    3 days ago
  • $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 home
    Flexible hours
    Afternoon shift

    The Well

    Washington DC
    2 days ago
  • 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... 

    Omega Wealth Management

    Arlington, VA
    3 days ago
  • $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 work
    Summer work
    Work at office
    Local area
    Work from home
    Monday to Friday
    Flexible hours

    Omega Wealth Management

    Arlington, VA
    3 days ago
  • $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 pay
    Internship
    Work at office
    Local area
    Flexible hours

    50160 Hub International Mid-Atlantic Inc.

    Rockville, MD
    1 day ago
  • 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... 

    Hub International

    Rockville, MD
    1 day ago
  • 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 job
    3 days per week

    CJM Wealth Advisers, Ltd.

    Falls Church, VA
    5 days ago
  • 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

    mtn talent partners

    Mc Lean, VA
    1 day ago
  • 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... 

    Morgan Stanley

    Mc Lean, VA
    2 days ago
  • $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 work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Washington DC
    4 days ago
  • 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

    Harrison Gray Search

    Mc Lean, VA
    2 days ago
  • 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 office
    Remote work

    Unique Escapes

    Arlington, VA
    2 days ago
  •  ...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

    Gamma Phi Omega International

    Arlington, VA
    2 days ago
  • $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 time
    Work at office
    Work from home
    Monday to Friday
    Flexible hours

    Jones Networking

    Washington DC
    3 days ago
  • 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... 

    Kastle

    Falls Church, VA
    4 days ago
  • 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

    Stateside

    Arlington, VA
    2 days ago
  • 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... 

    Harrison Gray Search

    Mc Lean, VA
    2 days ago
  •  ...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 area
    Remote work

    PeopleShare Inc

    Kensington, MD
    2 days ago
  •  ...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 time
    Live in

    Casaplex, LLC

    Kensington, MD
    more than 2 months ago
  • $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 pay
    Full time
    Work experience placement
    Work at office

    Baird

    Washington DC
    5 days ago
  • 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... 

    Morgan Stanley

    Bethesda, MD
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!