Wealth Client Services Associate
Morgan Stanley
Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. You will assist with client relationships, money movements, account ownership tasks, and digital tool enrollment in a fast-paced environment. The role requires Series 7 and Series 66 or 63/65 licenses (per regulations) and strong MS Office skills. #J-18808-Ljbffr Morgan Stanley
$75k - $85k
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...SuggestedWork at office- Lenox Advisors seeks aClient Services Associate to support Relationship Managers by coordinating activities for new policy and client service processes. You will identify client needs, take ownership of tasks, and keep all parties informed through completion. Responsibilities...Suggested
$90k - $120k
...Senior Client Service Associate Multi-Billion Independent Wealth Management Firm Ellicott City/Columbia area, MD (In-office) Overview Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior...SuggestedWork at office- ...insurance ~ Vision insurance A growing financial services firm in the Hunt Valley area, is seeking a highly... ...individual with a positive attitude to serve as a part-time Client Services Associate for our wealth business unit. This is your chance to play a key role...SuggestedPart timeWork at officeMonday to FridayFlexible hours
- Bank of America’s Merrill Wealth Management unit seeks a client service professional to support multiple Financial Advisors, addressing service needs and tailoring solutions to client requirements. You will educate clients on offerings, maintain timely materials, and help...Suggested
$46.5k - $60k
...together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and... ...advisor. NFP provides solutions enabling client success through the expertise of... ...processes. The Client Services Associate must provide superior client service...Work at office$33.28k - $85k
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 trusted relationships...Temporary workWork at officeLocal areaWork visa- RBC Wealth Management is seeking a Registered Client Associate to support financial advisors and clients. You will handle account questions, onboarding, and documentation... ...and technology. This role emphasizes client-first service and professional growth within a large wealth-...
- ...investment-related forms. Prepares RIA kit for each new prospective client. Processes and maintains SBLOCs. Updates Opportunities report... ..., automating, and confirming. Assist with all insurance servicing and new business. Assists as needed with annuity paperwork, licensing...
- Brown Advisory in Baltimore is seeking a Relationship Associate to deliver highly customized client service. You will support Advisors and Senior Associates, coordinate with Operations, Portfolio Management and Compliance to ensure smooth day‑to‑day activity and proactive...
- POSITION SUMMARY:Registered 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...Work at officeLocal areaWork visa
$45k - $85k
...Description Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...Work at office$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 placementWork at office- Morgan Stanley in Baltimore seeks a Registered Client Service Associate to support client relationships, onboard accounts, and process requests with accuracy. You will collaborate with Financial Advisors to deliver the full range of firm services, including digital offerings...
- ...Registered Client Service Associate Registered 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...Work at officeLocal areaWork visa
- KamisPro in Washington, DC is seeking an Associate Account Manager / Client Services Associate to support our Account Management team on employee benefits. This role focuses on client service delivery, renewals, and benefits administration, with small-group renewal processes...
- Associate Account Manager / Client Services Associate - Employee Benefits We're a growing employee benefits consulting firm in the DMV area looking for an Associate Account Manager / Client Services Associate to support our Account Management team. This is an employee...Work at office
$25 - $44 per hour
...Company Overview Job Description: Merrill Wealth Management is a leading provider of... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Raymond James & Associates, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff. The role involves onboarding, servicing accounts, and handling inquiries...
$60k - $75k
...Avenue, Floor 4, Bethesda, Maryland Responsible for the general servicing and support of the Financial Advisors. This includes... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL...Full timePart timeWork at officeShift workDay shift- ...Every call is about a family's future. 2. Remote setup. Your office is your house. 3. Training first. You are shown how to guide clients. 4. No cold calling. People already asked for information. 5. A ladder. Consistency and leadership open the next step. What...Remote jobWork at officeWork from home
- ...and a leader in innovative insurance solutions, is seeking a Client Relationship Associate (Commercial Lines) to join our award-winning team. This role is essential in fostering exceptional client service by accurately managing insurance documentation, coordinating account...Work at office
$60k - $75k
...have purposefully built and nurtured our client‑first culture. Brown Advisory is an... ...advice and the highest level of client service. The firm’s clients—including individuals... ...key member of this team, the Relationship Associate will execute on a range of client requests...Temporary workH1bWork at officeWorldwide- 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...
- ...The SC&H Wealth is an SEC-registered investment advisory firm with the objective of delivering independent... ...SC&Hs most sophisticated individual and family clients. As we continue to grow we are looking to add a Client Service Specialist to our team. Any unsolicited...Full time
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
$45k - $70k
...Client Associate/Registered Client AssociateEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial... ...communication, people, organizational, and client service skillsAttention to detail coupled with the...Flexible hours- ...Raymond James in Maryland seeks a dynamic Registered Client Service Associate to support Financial Advisors, prospective and existing clients, and branch staff. The role requires exceptional communication across phone, email, in-person, and virtual channels, plus the...
$45k - $70k
Registered Client Associate/Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset...Full timeFlexible hours$22 - $25 per hour
...Description Build your career at Ram Supply as a Client Success Executive supporting our client service team for our client base in Maryland, Northern VA,... ...School Degree required. College coursework or an associate degree preferred, which may be substituted with 2-4...Hourly payFull timeWork experience placementCasual workWork at officeMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Associate. Be the first to apply!
- client relationship associate Baltimore, MD
- client account associate Baltimore, MD
- client services associate Baltimore, MD
- community services specialist Baltimore, MD
- staff services manager Baltimore, MD
- honda service advisor Baltimore, MD
- part time service advisor Baltimore, MD
- court services officer Baltimore, MD
- guest services associate Baltimore, MD
- salesforce service cloud consultant Baltimore, MD



