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

Client Services Associate

Aurora Ripple Enterprises

Client Services Associate

We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide you with ongoing training to keep you up to date with the latest trends and give you the best opportunity to grow your career!

As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction!

Responsibilities of the Client Services Associate:
  • Deliver exceptional customer service by assessing customer needs with a professional and positive attitude
  • Build and maintain client accounts by fostering lasting relationships through direct engagements
  • Reviewing customer interactions with management and contributing to any feedback for improving customer service experiences
  • Stay knowledgeable about all non-profit goals to confidently address client questions
  • Participate in cross-departmental training to shine as a Client Services Associate and reveal serious advancement opportunities
What We Offer as a Client Services Associate:
  • Extensive and ongoing one-on-one training designed for Client Services Associates
  • Opportunities for community and charity involvement
  • Flexible scheduling for a balanced life between work & life
  • Educational & informative meetings with senior team members to enhance your customer service skills
  • Transparent career paths based on performance
Qualifications of a Client Services Associate:
  • High school diploma or experience relevant to a Client Services Associate role
  • A positive attitude and the ability to adapt to work with diverse people and teams
  • Strong teamwork skills and a commitment to helping clients succeed
  • Background in retail, restaurant, sales, or related fields is a plus
  • A drive for leadership and a willingness to grow within the company

If you're ready to start a rewarding career as a Client Services Associate and have a passion for customer service, we are here for you! Apply today and take the first step in an exciting journey of growth and opportunity!

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Falls Church, VA vacancy
  •  ...wealth management firm with established marketing, new client acquisition, and client servicing processes that has been in business for 30 years. Our...  ...years (by 2035). Position Summary The Client Services Associate (CSA) is responsible for delivering white-glove, concierge... 
    Suggested

    Birks Financial

    Herndon, VA
    3 days ago
  • $70k - $115k

     ...POSITION SUMMARY: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 in this role build... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    McLean, VA
    1 day ago
  •  ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and... 
    Suggested

    TradeJobsWorkForce

    Arlington, VA
    13 hours ago
  •  ...taste on a global level, curating luxury home furnishings and building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing client needs. This role is ideal for an innovator with a sense of... 
    Suggested
    Work at office

    RH-USA Inc

    McLean, VA
    3 days ago
  • $70k - $115k

     ...Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role is client‑first, requiring strong interpersonal skills and the ability to assist clients... 
    Suggested
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Falls Church, VA
    1 day 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
    13 hours ago
  •  ...Client Service Associate Beloform Craft is committed to delivering exceptional customer experiences through professionalism, innovation, and a people-first culture. We believe that outstanding service starts with talented individuals who are passionate about helping... 
    Full time
    Work at office

    Alphabe Insight

    Washington DC
    1 day ago
  • $55k - $65k

     ...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice... 
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Bethesda, MD
    4 days ago
  •  ...someone who thrives in a welcoming, customer service-oriented environment with excellent...  ...enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who... 
    Flexible hours

    Jackson Hewitt

    Washington DC
    4 days ago
  •  ...Morgan Stanley is seeking a Registered Client Services Associate to support Financial Advisors and Private Wealth Advisors. You will help build client relationships, process transactions, and manage account documentation with a focus on accuracy and service excellence.... 
    Work at office

    711 MS Smith Barney, LLC

    Washington DC
    3 days ago
  •  ...A financial services firm located in Fairfax, Virginia is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. Ideal candidates will have at least 3 years of experience in wealth management, a Bachelor... 

    Raymond James

    Fairfax, VA
    4 days ago
  • $5,000 per month

     ...We’re looking for an ambitious candidate to work in DSPolitical’s Client Services team for the 2026 Election Cycle!! As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution support... 
    Work at office
    Remote work
    Work from home
    Monday to Friday
    Afternoon shift

    DSPolitical

    Washington DC
    3 days ago
  • $74.39k - $103.81k

     ...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates a good understanding of how the team and... 
    Full time

    Citi

    Bethesda, MD
    2 days ago
  •  ...Our mission is to enrich the lives of our clients and their families by providing quality independent...  ...providing a high degree of attention and service. McDermott Armati Wealth Strategies is seeking a Registered Client Service Associate who shares our vision and mission. This... 
    For contractors
    Work experience placement
    Work at office

    Raymond James

    Fairfax, VA
    3 days ago
  • $60k - $80k

     ...Client Service Associate Company Overview Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the... 
    Work experience placement
    Work at office

    B.F. Saul Company

    Bethesda, MD
    4 days ago
  •  ...A financial services firm is seeking a professional for wealth management support. Responsibilities include servicing client inquiries, processing account requests, and maintaining accurate CRM records. Ideal candidates have a bachelor’s degree and a minimum of 3 years... 

    Raymond James Financial Services

    Fairfax, VA
    4 days ago
  •  ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized...  ...communicator. Essential Duties and Responsibilities Service daily client inquiries over the phone and in-person,... 
    For contractors
    Work at office

    Raymond James Financial Services

    Alexandria, VA
    3 days ago
  • $34.32k - $90k

     ...POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Bethesda, MD
    1 day ago
  • $50k - $65k

     ...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to... 

    Edelman Financial Engines

    Alexandria, VA
    3 days ago
  •  ...Partners our collaborative team caters to our clients with a high level of care and...  ...our team grows, we are seeking a Client Associate who aligns with our vision and values. The...  .... Essential Duties and Responsibilities Service daily client inquiries over the phone and... 
    Work at office

    Raymond James

    Alexandria, VA
    1 day ago
  • $55k - $75k

     ...advisors and their prospective and existing clients and other branch staff team members....  ...years of rich history and recognition for service and excellence in the Financial Services...  ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and... 
    Work experience placement
    Work at office

    Raymond James

    Bethesda, MD
    1 day ago
  •  ...wealth management firm serving individuals, families, and businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and ever‑evolving team at our Bethesda location. Key Responsibilities Call, text, and email clients or... 
    Full time
    Part time
    Work at office

    Ameriprise Financial Services, Inc.

    Bethesda, MD
    1 day ago
  • $55k - $75k

     ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the... 
    Work experience placement
    Work at office

    Raymond James Financial Services

    Bethesda, MD
    2 days ago
  •  ...financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with...  ...the country, we are here to serve our clients beyond what is expected. This position will...  ...business owners. As a Client Service Associate, you will be responsible for managing client... 
    Work experience placement
    Work at office

    Choreo

    Potomac, MD
    4 days ago
  • $55k - $65k

     ...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized... 
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Bethesda, MD
    3 days ago
  • $34.32k - $90k

    POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing... 
    Temporary work
    Work at office
    Local area

    Morgan-Stanley

    Bethesda, MD
    4 days ago
  •  ...Job Description Job Description Client Service Associate        About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states and over 100 countries. Our dedicated team embodies... 
    Work at office
    Home office

    Global Advisor Group

    Reston, VA
    26 days ago
  • $5,000 per month

     ...We’re looking for an ambitious candidate to work in DSPolitical’s Client Services team for the 2026 Election Cycle!!  As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution... 
    Full time
    Work at office
    Remote work
    Work from home
    Monday to Friday
    Afternoon shift

    DSPolitical

    Washington DC
    13 days ago
  •  ...financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team...  ...and functions of our firm. The duties associated with this role include, but are not limited to... 
    Full time
    Work at office
    Monday to Friday

    MV Financial Group, MV Capital Management Inc.

    Washington DC
    14 days ago
  • $55k - $65k

     ...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company...  .... Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The... 
    Full time
    Part time
    Local area

    Oppenheimer & Co. Inc.

    Washington DC
    7 days ago

Do you want to receive more vacancies?

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