Wealth Management Client Services Associate
$60k - $80kA Medium Corporation
Medium is seeking a Client Services Associate in Bethesda, Maryland. The role focuses on delivering exceptional service, ensuring accurate account operations, and supporting clients in a fast-paced environment. Candidates should have 1-2 years experience in client services and a Bachelor's Degree. Skills in multitasking, problem-solving, and efficient communication are crucial. The position offers a competitive salary range of $60,000 - $80,000 annually, along with comprehensive benefits including health insurance and a 401(k). #J-18808-Ljbffr Medium
- Citi is seeking a Licensed Client Service Associate to provide wealth management services in Bethesda, Maryland. The role requires strong communication skills, risk assessment, and compliance to enhance the reputation and effectiveness of Citi's services. The ideal candidate...Suggested
$60k - $80k
B.f.-Saul-Company in Bethesda, Maryland, is seeking a detail-oriented Client Services Associate. This role involves delivering exceptional service, supporting account operations, and ensuring compliance. Ideal candidates are organized, thrive in a fast-paced environment...Suggested$33.28k - $85k
Overview Registered Client Service Associate Registered Client Service Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound...SuggestedTemporary workWork at officeLocal area$74.39k - $103.81k
Citigroup Inc. is seeking a Licensed Client Service Associate in Bethesda, Maryland. This role involves delivering wealth management services and requires strong communication skills, attention to detail, and compliance with regulations. Candidates should possess 2-5 years...Suggested- 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...Suggested
$65k - $90k
...Client Service Associate, The Wealth Office Client Service Associate, The Wealth Office 2 days ago Be among the first 25 applicants Get AI-powered... ...clients, Investment Consultants, custodians, and money managers. The Client Service Associate acts as a dedicated...Full timeWork at officeLocal areaRemote workShift work- Wealth Enhancement in Falls Church, VA is looking for a highly motivated Sr Client Service Associate to enhance client experiences. The role involves client onboarding, account administration, and ensuring operational needs are met while fostering strong client relationships...Full time
- Threadneedle Group, located in Bethesda, MD, is looking for an experienced Client Service Associate to provide exceptional service to clients. The role involves managing client relationships, assist with marketing efforts, and providing necessary support to ensure a seamless...
$60k - $80k
...investment research and asset management. Chevy Chase Trust offers clients direct access to decision... ...thinking and client service. Our global, macroeconomic... ...oriented Client Services Associate to join our team. This... ...experience Prior experience in wealth management, financial...Work experience placementWork at office- ...Client Service Associate Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and...Full timePart timeWork at office
$60k - $85k
...their most significant risk, workforce, wealth management and retirement challenges through... ...managing relationships with corporate clients and overseeing internal operations among... ...firms providing administration and client service support for their individual disability...Full timeRemote workMonday to Friday3 days per week- ...Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual... ...of our firm. The duties associated with this role include, but are...Full timeWork at officeMonday to Friday
$33.28k - $85k
Morgan Stanley is seeking a Registered Client Service Associate in Washington, DC. The successful candidate will support Financial Advisors and... ...exceptional service to clients. Key responsibilities include managing client interactions, executing transactions, and...- ...support the designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust... ...account administration and client service activities such as processing checks... .... Develop a strong knowledge of Wealth Advisory functions, policies, procedures...Work experience placementWork at office
$74.39k - $103.81k
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding... ...other closely related teams. Responsibilities Deliver wealth management services to clients with guidance from the Banker teams....- ...Job Description Choreo is a wealth management firm built on an... ...advisors with a shared vision servicing entrepreneurs, CPAs, and individuals... ...country, we are here to serve our clients beyond what is expected.... .... As a Client Service Associate, you will be responsible for...Work experience placementWork at office
- 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...
- Morgan-Stanley is seeking a Registered Client Service Associate (CSA) to modernize client experiences and support business growth through effective client management. This role requires a strong understanding of financial services and the ability to work collaboratively...
- ...Jones, we’re a purpose‑drive, client‑focused team committed to helping... ...lead the industry in aligning wealth, passion, and purpose to help... ...critical member of the Client Service team, you will work closely... ...data into the CRM (Salesforce); manage data accuracy and integrity...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours
$34.32k - $90k
POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated... ..., bonds, options, mutual funds, annuities, insurance, and managed accountsReports ToBusiness Service OfficerWHAT YOU CAN...Temporary workWork at officeLocal area- ...Job Description Job Description Client Service Associate — Washington, DC (Hybrid: Two Days in Office... ...is partnering with a leading Wealth Advisory firm in DC . This is an established... ..., and subscription agreements. Manage daily cash and security movements, including...Work at office
- ...Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in... ...clients a wide range of deliverables focused on advocacy, issue management, coalition management, grassroots engagement, alliance...
- Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This position involves managing client interactions, onboarding new clients, and ensuring compliance with industry regulations...
$70k - $100k
...This full-time Client Services Associate opportunity is designed for someone who wants a people-facing role with structure, support, and real room to grow. First-year earning potential typically ranges from $70,000 to $100,000, with meaningful income upside over time....Full timeFor contractors$65k - $90k
...Client Service Associate - Institutional Client Service Associate - Institutional This range is provided by Fiducient Advisors. Your actual... ...to clients, Consultants, custodian firms and money managers, working on the clients’ behalf to help them achieve their...Full timeWork experience placementWork at officeLocal areaRemote workShift work$94k - $141k
Citigroup Inc. in Washington DC is seeking a Client Service Officer to deliver wealth management services to CITI PRIVATE BANK clients. This role requires strong analytical and communication skills as well as a solid understanding of banking products. Candidates should...- Citi is seeking a seasoned Client Service Officer to provide wealth management services for CITI PRIVATE BANK clients. You will manage client transactions, address inquiries, and ensure operational integrity while maintaining high client satisfaction. Ideal candidates will...
- ...seeking a Financial Advisor Associate in Washington, DC. The successful... ...will attract and retain clients by understanding their... ...goals and providing tailored wealth management solutions. This role includes... ...experience in the financial services industry are preferred, alongside...
$50k - $115k
Morgan-Stanley in Washington, DC is seeking a Wealth Management Associate. This role involves providing exceptional service to clients and support to Financial Advisors, focusing on relationship building. Candidates should have 5+ years relevant experience, a four-year...$25 - $44 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management... ...Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift
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