Wealth Client Experience Associate
$55k - $65kFocus Partners
Focus Partners in Bethesda, Maryland is seeking a Client Service Associate to enhance client relationships and ensure seamless operational support. This role involves working closely with Wealth Advisors, managing multiple requests across various platforms, and delivering outstanding service to clients. Candidates should possess a Bachelor's degree and strong communication skills, with an interest in financial planning. The position offers a hybrid work schedule and competitive compensation, including a salary range of $55,000 to $65,000 per year, alongside benefits. #J-18808-Ljbffr Focus Partners
- Ameriprise Financial Services, LLC is seeking an experienced Client Service Associate to join their team in Bethesda, Maryland. This full-time... ...communication and organizational skills, 3+ years of experience in a similar role, and a background in the financial services...SuggestedFull time
$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... ...should possess 2-5 years of relevant experience and a Bachelor’s degree. The position offers...Suggested- Citi is seeking a Licensed Client Service Associate to provide wealth management services in Bethesda, Maryland. The role requires strong communication... .... The ideal candidate will have 2-5 years of relevant experience, a Bachelor's degree, and be willing to acquire necessary...Suggested
- ...Wealth Management Client Associate Washington, District of Columbia To proceed with your application, you must be at least 18 years of age... ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$50k - $115k
Morgan-Stanley in Washington, DC is seeking a Wealth Management Associate. This role involves providing exceptional service to clients and support to Financial Advisors,... ...Candidates should have 5+ years relevant experience, a four-year degree, and active financial...Suggested$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...represents an array of different skills and experiences that individuals bring from all...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Church, VA is seeking an Office Management Associate (20-40 hours/week) to support office operations, leadership initiatives, client communications, and special projects in... ...deliver an exceptional client and team experience in a wealth management environment. #J-18808-...Work at office
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...represents an array of different skills and experiences that individuals bring from all...Seasonal workWork at officeWork from homeShift workDay shift
- ...They ensure a seamless and differentiated experience in partnership with sales teams and... ...individual plays a pivotal role impacting the client experience. This role requires internal... ...a preference for prior experience in wealth management or other financial services roles...
$33.28k - $85k
Overview Registered Client Service Associate Registered Client Service Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...the direction of the FA/PWA Education, Experience, Knowledge, and Skills Education and/...Temporary workWork at officeLocal area$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$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... ...Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay...Full timeWork at officeLocal areaRemote workShift work- Choreo, a wealth management firm in Potomac, MD, seeks a Client Service Associate to manage client communications and deliver superior service. The role involves coordinating... ...in a financial planning-related field and experience in a similar industry. Excellent communication...
$40.5k - $67.5k
...markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an... ...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Bank organization, you will be based...Full timeTemporary workPart timeWork experience placementWork at officeShift work$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... ...Qualifications Bachelor’s Degree with 1+ years relevant experience (including internships). Strong self-initiated follow...InternshipWork at officeLocal areaRemote work2 days per week$60k - $80k
...Client Service Associate Company Overview Chevy Chase Trust is a privately owned investment think... ...team environment Required Education / Experience of a Client Service Associate 1-2 years... ...work experience Prior experience in wealth management, financial services or client...Work experience placementWork at office$74.39k - $103.81k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional... ...teams. Responsibilities Deliver wealth management services to clients with guidance... .... Qualifications 2–5 years relevant experience. Ability to manage multiple...Full time- ...Client Service Associate Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their... ...and other requirements: ~3+ years of similar experience ~ Background in financial services industry preferred...Full timePart timeWork at office
- ...seeking a Financial Advisor Associate in Washington, DC. The successful... ...will attract and retain clients by understanding their financial... ...goals and providing tailored wealth management solutions. This... ...bachelor's degree and relevant experience in the financial services industry...
- A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients... ...and interpersonal skills, with at least two years of experience in the financial sector. Responsibilities include managing...
$50k - $60k
Oppenheimer & Co. Inc. is hiring a Client Service Associate in Washington D.C. to provide client servicing and organizational support. The role... .... The ideal candidate should have a Bachelor’s degree and experience in financial services. Proficiency in MS Office and a...$65k - $90k
A financial advisory firm is seeking a Client Service Associate in Washington, DC. The role involves onboarding clients, facilitating money movements... ...or related field and 1-3 years of financial industry experience. The firm promotes an inclusive workplace and offers a...$65k - $82k
...in Washington D.C. is seeking a Relationship Associate to deliver highly customized and comprehensive service to clients. The role involves executing client requests... ...communication skills, and a minimum of 2 years' experience in client services within the financial...$55k - $65k
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... ...Bachelor’s Degree with 1+ years relevant experience (including internships). Strong self‑initiated follow...InternshipWork at officeLocal areaRemote work2 days per week$65k - $72.5k
Pathstone, a wealth management firm in Potomac, MD, is seeking an individual to support the Client Advisory Team in providing exceptional service to clients. Responsibilities include assisting in the communication and implementation of client investment strategies, drafting...- A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and their... ...strong interpersonal skills, attention to detail, and experience in financial services. This position requires a high school...
$160k - $190k
...Maryland, is seeking an experienced associate attorney to join their Estates and... ...requires at least five years of estate, wealth, and gift tax planning experience, along with trust and estate... ...estate planning documents and work with clients to implement strategies. A...- BCG Attorney Search is seeking an associate attorney to join its Private Client Practice Group in Washington, DC.... ...candidate will have 2 to 4 years of experience and will excel in a fast-paced,... ...estate planning documents, supporting wealth-transfer strategies, and...Private practice
$30.77 - $45.67 per hour
...Registered Client Associate in Wealth and Investment Management Wells Fargo is seeking a Registered Client Associate in Wealth and Investment... ...: ~1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of...Ongoing contractWork experience placementWork at officeImmediate start- ...Client Experience Associate (CXA) Reports To: Client Experience Manager About the Role The Client Experience Associate (CXA) is the hospitality and service leader for a designated market of studios (typically 3 to 5 locations). The CXA ensures the client journey...Interim roleRemote workDay shift
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