Wealth Client Services Specialist
$60k - $80kB.F. Saul Company
B. F. Saul Company in Bethesda, MD is looking for a detail-oriented Client Service Associate to ensure exceptional service delivery. This role involves supporting day-to-day account operations, handling client inquiries, and maintaining organized account files. Ideal candidates will have 1-2 years of client services experience and a Bachelor's degree. Compensation ranges from $60,000 to $80,000 annually, with benefits including health insurance and a 401(k) with company match. #J-18808-Ljbffr
- Focus Partners Wealth in Bethesda is seeking a Client Service Associate to enhance client relationships and provide operational support. This role is pivotal in ensuring accurate and timely service for advisors and clients while managing multiple requests efficiently....SuggestedWork at officeRemote work
- ...Chevy Chase Trust is seeking a detail-oriented Client Services Associate in Bethesda, Maryland. The successful candidate will support day-to-day account operations and ensure exceptional service delivery to clients. This role is vital for managing client inquiries, processing...Suggested
- ...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 relationships...SuggestedLive in
- ...Client Service Specialist McLean, VA Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast...SuggestedWork at officeLocal areaRemote work
$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$55k - $65k
Focus Financial Partners is seeking a Client Service Associate in Bethesda, Maryland. The role involves supporting Wealth Advisors and enhancing client relationships through effective communication and operational support. Applicants should hold a Bachelor’s degree and...Work at office- 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...
$55k - $75k
...hire a Financial Operations Specialist . This role is perfect for someone... ...who is detail-oriented, client-focused, and eager to support... ...custodians to support account servicing Coordinate client meetings,... ...years in financial services, wealth management, or investment operations...$34.32k - $90k
A leading financial services firm in Bethesda is looking for a Registered Client Relationship Analyst to provide exceptional service to clients. You will support Financial Advisors in building trusted relationships and assist with daily client needs. The ideal candidate...- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... ...in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating...
- ...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-...Full timeWork at office
- ...Join to apply for the Customer Service Associate I role at Dollar Tree Stores 2 days ago... ...variety of rewards to support your health, wealth, and mental well-being. In addition to... ...to set job alerts for “Customer Service Specialist” roles. Guest Service Agent - Embassy...Full timeContract workPart timeLocal areaNight shift
- ...in North Bethesda is seeking an Office Administrator to support clients and internal teams. Responsibilities include managing office... ...candidates will have at least one year of experience in customer service or administration. Strong organizational and communication skills...Work at office
- JPMorganChase is seeking a Financial Advisor in Bethesda, Maryland, responsible for delivering tailored investment solutions and fostering client relationships. Ideal candidates should have at least 2 years of relevant experience and demonstrated success in client acquisition....
$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...- ...seeking a Financial Advisor responsible for supporting the Bank's business by managing existing clients and acquiring new ones. The ideal candidate will have strong customer service and management skills along with required licenses. This role includes identifying sales...
- ...Private Client Advisor II Chevy Chase, Maryland To proceed... ...- whether shaped by military service, community college education,... ...needs, preferences, and overall wealth strategy, being responsive to... ...identify the need for team specialists; collaborate closely with other...Work at officeFlexible hoursShift workDay shift
$16.5 per hour
...and Culture Department (****@*****.***). About The Role Client Specialists are the first line of contact at all Barry's studios. As such... ...experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are...Hourly payFull timePart timeLocal areaShift workNight shiftWeekend workDay shiftAfternoon shift$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...Temporary workWork at officeLocal areaFlexible hours- ...Canon USA in Washington, DC is seeking a hands-on on-site support role focused on delivering prompt customer service across multiple site services. The role covers Mail/Courier, Copy/Print, Device Maintenance, and Reception/Office Services, with cross-training to ensure...Work at office
$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 officeMonday to FridayFlexible hours- ...Maryland is seeking a dedicated Legal Intake Specialist. This role will be the first point of contact for potential clients, gathering detailed information and ensuring... ...potential cases accurately. Previous customer service experience and familiarity with case management...
- ...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...Work at office
- ...successful candidate will attract and retain clients by understanding their financial goals and providing tailored wealth management solutions. This role includes analyzing... ...and relevant experience in the financial services industry are preferred, alongside necessary certifications...
- ...Barry’s Bootcamp is looking for a Client Specialist in Bethesda, Maryland. This role requires exceptional hospitality, strong communication, and a passion for health and fitness. You will be responsible for delivering top-notch client experiences, maintaining studio cleanliness...Flexible hours
- Client Intake & Sales Specialist - Home Care (Remote) Company: Synergy HomeCare of Rockville, Maryland Location: 100% Remote - U.S. based Compensation... ...understand client needs. Close & Onboard: Secure signed service agreements, schedule home assessments, and ensure a...Remote jobFlexible hours
$63.67k - $117.4k
...Job Title Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments,...Work at office$33.28k - $85k
Overview Registered Client Service Associate Registered 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...Temporary workWork at officeLocal area$102.5k - $187.9k
...activities with BlackRock and BlackRock Client key stakeholders to complete the following... ...year of experience working at a financial services company or comparable experience working... ...company Experience working in a Hedge Fund, Wealth/Asset Management company or as a...Work experience placementSummer holidayFlexible hours$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 advice on this job and more exclusive features. This range is provided by Fiducient Advisors. Your actual pay will be based...Full timeWork at officeLocal areaRemote workShift work
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