Wealth Management Client Service Associate (CSA)
$75k - $85kRight Executive Search, LLC
Wealth Management Client Service Associate (CSA) Location: Towson, MD Salary: $75,000 to $85,000 DOE plus bonus Wealth Management Client Service Associate This is an opportunity to join a warm, collaborative, and close-knit team within a growing boutique RIA that is genuinely passionate about the work they do and the clients they serve. The firm values teamwork, trust, and long-term relationships, and offers room for additional responsibility and professional growth as the practice continues to evolve. The position includes a 401(k) with employer match, profit sharing, paid holidays, vacation, and medical benefits. Responsibilities Manage the full client onboarding process, including distribution and tracking of intake forms. Open new accounts for new and existing clients, including brokerage accounts, 529 plans, and annuities. Verify client information and maintain accurate internal records. Ensure accounts are properly transferred and funded. Set up client online access and confirm delivery of required notices. Coordinate ongoing service requests such as beneficiary updates, address changes, and standing instructions. Track all service items to completion. Monitor incoming and outgoing asset movements. Troubleshoot client issues and elevate when appropriate. Assist clients with portal navigation and login issues. Maintain smooth communication between clients and the advisory team. Support advisors with documentation as needed, typically prepared by advisors or a paraplanner. Process account setups, transfers, distributions, and related paperwork accurately and on time. Partner closely with advisors to ensure timely follow-ups. Work with custodians, broker-dealers, and insurance carriers to resolve issues. Maintain and update client data in CRM and portfolio systems. Implement and document office procedures and workflow enhancements. Oversee client billing reconciliation and work directly with the broker-dealer to ensure billing accuracy. Manage advisor licensing and registration processes. Serve as the primary point of contact for broker-dealer audits. Provide backup administrative support as needed. May have limited supervisory responsibilities. Qualifications 3 to 5 years of RIA or broker-dealer operations and client service experience within a financial advisory practice. Familiarity with financial technology platforms, ideally including Wealthscape, Redtail, eMoney, Wealth.com, Precise FP, and Albridge. Demonstrated judgment, accuracy, and high ethical standards. Ability to work independently while collaborating effectively in a small office environment; experience in a small office setting is a plus. Strong commitment to confidentiality. Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook. Experience with Adobe or similar PDF editing tools. Bachelor’s degree preferred, ideally in finance or a related field. Strong problem‑solving mindset with a focus on continuous improvement. Personable, collaborative professional with intellectual curiosity and a mindset geared toward continuous learning, growth, and process improvement. #J-18808-Ljbffr Right Executive Search, LLC
$46.5k - $60k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique...SuggestedWork at office$26.5 - $42 per hour
...Support professional in Towson, Maryland. The role focuses on delivering exceptional client service while collaborating with financial advisors. Responsibilities include client education, managing relationships, and ensuring compliance with banking policies. The ideal...SuggestedHourly pay- ...Registered Wealth Management Client Associate Towson, Maryland To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing... ...standard of care. The Registered CSA assists with the development and... ...in firm initiatives directed by local management Regularly seek opportunities to use firm...SuggestedTemporary workWork at officeLocal area- A boutique financial advisory firm is seeking a Wealth Management Client Service Associate to manage client onboarding, service requests, and account maintenance. The role offers a supportive environment for professional growth and emphasizes teamwork and ethics. With...Suggested
$26.5 - $42 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$48k - $50k
...Client Services Associate / Scheduling Coordinator BAYADA Home Health Care is currently seeking a Client Services Associate / Scheduling Coordinator... ...opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our...Weekly payWork at officeLocal area$20 - $21 per hour
...for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the... ...Function Analyst, Accounting/Auditing, and Finance Industries Banking, Investment Banking, and Financial Services #J-18808-Ljbffr...Contract workWork at office- ...Baltimore, Maryland. Responsible for the general servicing and support of the Financial Advisors.... ...a consistent and effective level of client servicing when the Financial Advisor is unavailable... ...such as answer and return calls, manage the expense report process, prepare...Work at office
- Client Services Associate Location: Baltimore, MD Employment Type: Full-Time About the Role We’re hiring a Client Services Associate to support... ...looking to grow a career in client services, account management, or customer success. What You’ll Do Serve as the primary...Full time
$34.32k - $90k
...POSITION SUMMARY 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... .../or other duties directed by local management ADMINISTRATIVE SUPPORT:...Full timeTemporary workWork at officeLocal area$35.36k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service... ...elevated standard of care. The Registered CSA assists with the development and... ...in firm initiatives directed by local management Regularly seek opportunities to use...Full timeTemporary workWork at officeLocal area- Carson Group seeks a detail-oriented professional to support client and advisor services, handle account paperwork, and assist in financial planning data entry. You will maintain client records, ensure timely asset transfers, and contribute to workflow improvements. The...Work at office
- ...leader in innovative insurance solutions, is seeking a Client Relationship Associate (Commercial Lines) to join our award-winning team.... ...role is essential in fostering exceptional client service by accurately managing insurance documentation, coordinating account activities...Work at office
- Black Diamond Financial, LLC in Lutherville, MD is seeking a Portfolio Manager to collaborate with the leadership team on portfolio management and client service activities. The role requires strong investment knowledge, analytical skills, and the ability to effectively...
- Banks of America Merrill Wealth Management in Towson, MD seeks a Relationship Manager to support the Financial Advisor team and grow client relationships. You will manage non-administrative client requests, assist meetings, and help deliver investment insights and product...
$35k - $55k
...is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail...Full timeFlexible hours$35k - $55k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors... ..., people, organizational, and client service skills Attention to detail coupled with the...Full timeFlexible hours- Mercer Advisors is hiring a Relationship Manager (RM) I in Owings Mills, Maryland. This strategic, client-facing role focuses on enhancing service excellence within the Wealth Management team. The RM works closely with Wealth Advisors, ensuring client commitments are met...
$40k - $60k
Overview Embrace RBC Wealth Management's core values and inclusive culture as an integral... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ..., organizational, and client service skills. Attention to detail and a...Flexible hours$35k - $55k
Overview Embrace RBC Wealth Management’s core values and inclusive culture as an integral... ...serving financial advisors and our clients. As a Client Associate / Registered Client Associate,... ...people, organizational, and client service skills. Attention to detail coupled...Full timeFlexible hours$22 - $25 per hour
...your career at Ram Supply as a Client Success Executive supporting our client service team for our client base in Maryland... ...organizational skills, time management, follow-up, follow-through, written... .... College coursework or an associate degree preferred, which may be substituted...Hourly payFull timeWork experience placementCasual workWork at officeMonday to Friday$60k - $80k
...POSITION SUMMARY The Wellness Operations Manager is a key leadership role responsible for... ...infrastructure behind FX Well Wellness Services events and programs. This teammate will... ...experiences for corporate and community clients. LOCATION AND HYBRID WORK SCHEDULE This...Part timeFor contractorsWork at officeWork from homeShift work$85k - $115k
...Carter Machinery Location: Elkridge, MD 21075, USA Category: Service Management Posted Date: June 8, 2026 Requisition_Number: ELECT006547 Schedule: Full Time EOE Statement Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities...Full timeShift work$110.6k - $178k
Senior Manager - Customer Identity & Platform EngineeringRemote, USACome make the world and... ...platform, backend engineering, AWS cloud services, and the shared platform capabilities... ...multiple career paths.Learn: Have access to a wealth of learning resources, including our...Full timeH1bLocal areaRemote work$55k - $75k
...our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses... ...through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages...InternshipWork at officeLocal areaFlexible hours$64.7k - $97.1k
...offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health,... ...more than 6,400 employees and associates in our partner dental... ...delivery of member, provider, client, and internal support services...Work at officeLocal area2 days per week- ...Qualifications: Dedication to delivering exceptional customer service experiences. Strong communication and interpersonal skills.... ..., and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize...Remote workWork from homeFlexible hours
$90k - $110k
...Job Description Job Description Director of Client Services Schedule: Full-Time, Monday–Friday Salary Range: $90,000-$110,0... ...Development Provide coaching, mentorship, and performance management for managers, leads, and coordinators within the Client Services...Full timeWork at officeLocal areaMonday to FridayFlexible hours- ...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... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
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