Wealth Client Services Specialist
Morgan-Stanley
Morgan Stanley in Washington, DC is seeking a Registered Client Service Associate to deliver exceptional support to Financial Advisors and Private Wealth teams. You will assist with money movements, account inquiries, and enrollment in digital tools, while maintaining client relationships with accuracy and compliance. The role requires a high school diploma (college degree preferred) and active securities licenses (Series 7/66 or 63/65). #J-18808-Ljbffr Morgan-Stanley
- Morgan Stanley is seeking a Client Service Associate to support Financial Advisors, PWAs, and teams with client relationships, account tasks, and marketing support. The role emphasizes client-first service, accuracy, and teamwork in a fast-paced environment. Typical duties...Suggested
- 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
$60k - $65k
...JOB SUMMARY & MISSION The Client Experience Specialist supports the delivery and execution of the firm’s client experience strategy and service operations. This role manages client service... ..., K Street Financial is a boutique wealth management practice that focuses on...SuggestedFull timeRemote workFlexible hours- ...ABOUT APELLA Apella Wealth is an employee-owned, wealth advisory... ...markets and develop world-class, client-relevant capabilities.... ...dedicated to putting client service first in all they do. We... ...Apella Client Relationship Specialist , you will serve as a primary...SuggestedFull timeTemporary workWork at officeRemote workFlexible hoursShift work
$25 - $28.85 per hour
...Job Description Job Description Client Service Specialist Sage Advisor Group | Poulsbo, WA | Full-Time | In Person Schedule: Monday–Friday... ...& Financial Planning Sage Advisor Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, is...SuggestedHourly payFull timePrivate practiceWork at officeLocal areaMonday to Friday- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Job Description Job Description CAREER OPPORTUNITY Client Onboarding Specialist TritonPoint Wealth Chevy Chase, MD Full-Time · On-Site Operations & Client Service Dynasty Network TritonPoint Wealth is an independent private wealth management...Full timeWork at office
$33.28k - $88k
...Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client Service Associates provide exceptional... ...our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions...Temporary workWork at officeLocal area- ...Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team.... ...The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family...Full timeWork experience placement
$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 trusted...Temporary workWork at officeLocal areaWork visa$90k
...Client Service Associate - Wealth Management Salary: Up to $90,000 + 15-20% Bonus Location: Bethesda, MD Office Situation: Hybrid - 4 days onsite / 1 day remote; candidates open to 5 days onsite are welcome Why This Opportunity Stands Out...Work at officeImmediate startRemote work- ...Job Description Job Description Client Experience Specialist (Customer Care & Scheduling) Customer Experience | Client Support | Scheduling... ...Provide clear, friendly, and accurate information about services, sessions, and scheduling. Ensure clients feel supported...Hourly payFull time
- ...investment principles to students. Role Description This is a full-time, on-site role for an Account Development and Client Service Specialist located in Alexandria, VA at Telemet America, Inc. The specialist will be responsible for developing accounts and...Full time
$23 - $29 per hour
...Overview Leavitt Partners, an HMA Company, is seeking to hire a full-time Client Services Specialist in our Washington D.C. office. The Client Services Specialist is responsible for performing routine clerical and administrative functions for the Leavitt Partners...Hourly payFull timeTemporary workFor contractorsCasual workWork at officeWork from homeFlexible hours$120k - $150k
...Our client is a privately held investment and advisory firm that provides wealth management and financial solutions for clients worldwide. The Private Client Relationship Advisor will deliver high-quality client service, managing complex relationships for high net worth...Full timeTemporary workWork at officeWorldwide- ...Commercial Client Service Specialist. Our nickname for it: Small Business Sidekick. Small businesses are the backbone of our community. We make sure they're protected. We help local business owners cover their shops, crews, trucks, and buildings. We need someone...Full timeLocal areaFlexible hours
$86k
...Description Job Description Staff Accountant I - Family Wealth Services Group (FWSG) Public Accounting | Tax & Accounting Exposure |... ...: Alexandria, Virginia Schedule: Flexible Hybrid Our client, a highly respected public accounting and advisory firm recognized...Temporary workSummer workCasual workFlexible hours- ...Client Service Specialist Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy people would stop on the street just to compliment...Casual workInternshipWork at officeImmediate startFlexible hours
$22 - $25 per hour
...Veterinary Client Care Specialist Animal Medical Center of Seattle | Shoreline, WA Full-Time | 36–38 hours per week $22.00–$25.00/hour +... ...welcome candidates from hospitality, human healthcare, emergency services, administrative roles, or other high-touch customer service...Hourly payFull timeTemporary workShift workNight shiftDay shift- ...Trucking Client Service Specialist. Our nickname for it: Pit Crew Chief. Trucks move everything. We keep the people driving them covered. We work with fleets and owner-operators who can't afford downtime. When a broker needs a certificate in 10 minutes or a new...Full timeLocal area
- ...Job Description Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their... ...The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family...Work experience placement
- ...here to change that. We help families protect their cars, homes, and the stuff that matters most. We need someone who makes every client feel taken care of, whether it's a quick ID card request or a stressful claim. Full-time, 40 hours a week. What you'll...Full timeLocal area
$18 per hour
...Fieldprint is seeking a Client Services Representative for an on-site role in Mt. Laurel, NJ. The position handles customer support via phone, chat, or email, with an 11am-7pm Monday–Friday shift and a pay rate of $18 per hour. Responsibilities include responding to client...Hourly payMonday to FridayShift 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$19 - $22 per hour
...an accommodation or an alternative application process. Client Relationship Specialist Regular Full Time Clerical Lanham, MD, US 10 days ago Requisition... ...HomeCentris is a leading provider of personal home care services dedicated to improving the quality of life for our...Hourly payFull timeWork at office- Next Stop Travel is a remote-based organization providing structured planning and coordination services to a broad client base. The Customer Service Representative role supports clients remotely, organizing service arrangements and coordinating reservations with external...Remote job
- ...Client Services Specialist Our Client Services Specialists are not a call center, these teammates are highly trained and are the first point of contact for our global clientele. This is not the typical Client Services role, when you join our team, you receive ongoing...
- Client Experience Specialist (Remote)We are seeking a detail-oriented Client Experience Specialist to support customers throughout their service journey. In this role, you will assist with coordinating client requests, managing service details, and ensuring a smooth and...Remote jobFlexible hours
- ...Company Description Alcumus Financial Group is loocated in Annapolis Maryland. We have client across the county. We offer a Hybrid work environment. Investment and advisory services are offered through Ameriprise Financial Services, LLC, a registered investment adviser...
- ...ABOUT APELLA Apella Wealth is an employee-owned, wealth advisory... ...markets and develop world-class, client-relevant capabilities.... ...dedicated to putting client service first in all they do. We... ...collaboration with Client Relationship Specialists (CRSs), Financial Planning...Full timeTemporary workWork at officeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
- inside customer service representative Washington DC
- customer service rep remote Washington DC
- airport customer service agent Washington DC
- bilingual customer support specialist Washington DC
- client experience specialist Washington DC
- customer service associate Washington DC
- customer success specialist Washington DC
- virtual customer service advisor Washington DC
- hospital customer service representative Washington DC
- customer service representative hiring Washington DC




