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
Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Washington DC vacancy
- Gatewood Wealth Solutions is seeking a Client Service Associate to support client service and operations. You will prepare and process account paperwork, coordinate custodial requests, monitor follow-through, and ensure a smooth, high-touch service experience for clients...Suggested
- 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 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...Suggested
- 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
- JPMorgan Chase is seeking a Private Client Advisor in Oxon Hill, MD to offer comprehensive... ...client trust. The role emphasizes client service, access to a broad product platform, and... ...diversity and inclusion within a leading wealth-management franchise. #J-18808-Ljbffr JPMorgan...Suggested
- ...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
TritonPoint Wealth LLC
Chevy Chase, MD24 days ago $47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Oxon Hill, Maryland Oxon Hill, MD, United States Job Information Job Identification 210... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full 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
Telemet America, Inc.
Alexandria, VA3 days ago - ...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
Pullsure
Washington DCa month ago - Boland, a leading HVAC and building systems provider serving the DC, Maryland, and Northern Virginia region, seeks a Client Service Representative at its Largo, MD location. You will learn store processes and support clients with orders, product information, and warranty...
$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- CFS is seeking a Client Service Associate to join its Bethesda wealth management team. You will work directly with clients and support investment account operations, including onboarding and money movement. The role offers hybrid work (4 days onsite, 1 remote) with strong...Remote work
$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 shiftEthos Veterinary Health
Washington DCa month ago- The Ford Agency is actively recruiting for a professional Client Services Specialist to join a large global law firm in their DC office. The Client Services Specialist will provide high quality service to the lawyers, clients, staff, and visitors who require conference...Relocation
- Friendship Veterinary Center and Urgent Care is seeking a full-time Customer Service Representative to support client interactions in a veterinary setting. The role involves greeting clients, handling phone inquiries, scheduling appointments, processing payments, and managing...Full time
- 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
- A local insurance firm in Bowie, Maryland, is seeking a candidate with excellent customer service skills to handle daily client interactions. The role involves answering phones, taking payments, and processing requests. Opportunities for upward mobility and raises within...Local area
$50k - $63k
The Client Services Specialist will provide high-quality service to the lawyers, clients, staff, and visitors who require conference center services. This includes all aspects of conference room scheduling using the firm's reservation system, Maptician, including reservations...Work at officeVisa sponsorshipWork visaFlexible hoursWeekend workWeekday work$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- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included Web-conference meetings from home Full-time or part-time options No cold calling Written training plus live coaching Advancement for people who lead their ...Remote jobFull timePart timeWork from home
$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$84k
...reach and extensive capabilities to provide personalized service wherever our clients’ needs take us. As one of the world’s leading law firms,... ...innovation, and professional growth. Job Title Client Service Specialist Location Washington, D.C. Regular/Temporary Regular Job...Temporary workWork at officeLocal areaFlexible hours- ...remote role, offering full-time or part-time options. You’ll work from home, meet warm leads with families, learn a system, and build a client book. Daily tasks include meetings via web conferences, plain-language explanations, follow-ups, notes, and scheduling. Training is...Remote jobFull timePart timeWork from homeFlexible hours
- ...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
- ...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
- 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 officeRemote work
- ...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
Apella Wealth
Washington DC22 hours 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...
$67k - $144.5k
Client Relationship Marketing Specialist Arlington, VA We’re hiring a Client Relationship Marketing Specialist to enhance our Marketing + Communications... ...#LI‑DNI As required by local law, Accenture Federal Services provides reasonable ranges of compensation for hired roles...Live inWork at officeLocal area$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...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
Related searches
- client service officer Washington DC
- service agent Washington DC
- customer service associate Washington DC
- spanish customer service representative Washington DC
- customer solutions specialist Washington DC
- inbound customer service representatives Washington DC
- patient customer service representative Washington DC
- customer resolution specialist Washington DC
- customer service assistant Washington DC
- customer experience associate Washington DC