Hybrid Wealth Client Services Associate
$74.39k - $103.81kCitibank (Switzerland) AG
Citibank (Switzerland) AG is looking for a Registered Client Service Associate in Bethesda, Maryland. The role involves delivering wealth management services to clients and ensuring compliance with relevant laws and regulations. Candidates should have 2-5 years of relevant experience and a Bachelor’s degree. Offering a competitive salary range of $74,390 - $103,810, this full-time position also includes comprehensive benefits such as medical coverage and paid time off. #J-18808-Ljbffr Citibank (Switzerland) AG
$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 skills, attention to detail, and compliance with regulations. Candidates should possess 2-5 years...Suggested- Citi is seeking a Licensed Client Service Associate to provide wealth management services in Bethesda, Maryland. The role requires strong communication skills, risk assessment, and compliance to enhance the reputation and effectiveness of Citi's services. The ideal candidate...Suggested
$55k - $65k
...Client Service Associate Bethesda, MD Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate... ...team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days...SuggestedInternshipWork at officeRemote work2 days per week$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... ...Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in...SuggestedInternshipWork at officeLocal areaRemote work2 days per week$34.32k - $90k
Dormont Manufacturing Co in Bethesda, Maryland is seeking a Registered Client Service Associate who will modernize client experience by providing exceptional support and assistance with firm services. The role requires a strong understanding of industry knowledge and exceptional...Suggested- Threadneedle Group, located in Bethesda, MD, is looking for an experienced Client Service Associate to provide exceptional service to clients. The role involves managing client relationships, assist with marketing efforts, and providing necessary support to ensure a seamless...
- Wealth Enhancement in Falls Church, VA is looking for a highly motivated Sr Client Service Associate to enhance client experiences. The role involves client onboarding, account administration, and ensuring operational needs are met while fostering strong client relationships...Full time
$33.28k - $85k
Overview Registered Client Service Associate 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...Temporary workWork at officeLocal area$54k - $68k
Ameriprise Financial is seeking a Client Service Associate for its Bethesda location. The role involves providing key relationship support to deepen existing client relationships and ensure exceptional service. Responsibilities include managing communications, preparing...Full time- A leading global financial services firm is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. Key duties include managing client relationships, executing transactions, answering inquiries, and robust administrative...
- 100 Raymond James & Associates, Inc. is seeking a motivated Client Service Associate to provide high-quality administrative support to Financial Advisors and clients... ...achieve optimal outcomes. The position supports a hybrid workstyle and offers a comprehensive benefits...
$45k - $70k
Fwainvest in Rockville, MD is looking for a Client Service Associate who will be responsible for assisting Financial Advisors and providing exceptional... ...and proficiency in CRM software. This position offers a hybrid work style and competitive salary range from $45,000 to $70...$60k - $80k
...Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized... ...or equivalent work experience ~ Prior experience in wealth management, financial services or client support roles...Work experience placementWork at office- ...re not just in the business of helping clients with their financial goals – we also help... .... Job Description Forward Together Wealth Planning, a fast-growing independent wealth... ...seeking an experienced Client Service Associate to join our growing and ever evolving team...Full timePart timeWork at office
$74.39k - $103.81k
## Registered Client Service AssociateApplyremote type: Hybridlocations: Bethesda Maryland United... ...: 26954713The Licensed Client Service Associate is a developing professional role which... ...teams. **Responsibilities:*** Deliver wealth management services to clients with...Full time$65k - $82k
Brown Advisory Incorporated in Washington D.C. is seeking a Relationship Associate to deliver highly customized and comprehensive service to clients. The role involves executing client requests and coordinating with various teams to manage client accounts effectively. Ideal...$33.28k - $85k
Morgan Stanley is seeking a Registered Client Service Associate in Washington, DC. The successful candidate will support Financial Advisors and provide exceptional service to clients. Key responsibilities include managing client interactions, executing transactions, and...- A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and their clients. Responsibilities include managing client relationships, facilitating account transactions, and answering inquiries...
$54k - $71k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do...- ...Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate...Work experience placementWork at office
$5,000 per month
...Client Services Associate We're looking for an ambitious candidate to work in DSPolitical's Client Services team for the 2026 Election Cycle... ...open to remote work in other states. We will be working on a hybrid basis with many team members working entirely from home....Work at officeRemote workWork from homeMonday to FridayAfternoon shift$34.32k - $90k
...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...Temporary workWork at officeLocal area$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$34.32k - $90k
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...Temporary workWork at officeLocal area$55k - $75k
Job Summary Registered Client Service Associate - Supports financial advisors and their prospective and existing clients, and other branch staff team members. This role provides high-quality administrative support to advisors in a fast-paced, task-oriented environment....Work experience placementWork at office- ...financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team... ...and functions of our firm. The duties associated with this role include, but are not limited to...Full timeWork at officeMonday to Friday
- Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate...
$90k - $120k
130 Raymond James Financial Services, Inc. is seeking an Associate Advisor in Arlington, Virginia to manage client relationships and assist financial advisors. The ideal candidate... ...in relevant software. This role offers a hybrid work style, with one week in the office per...Work at office$25 - $44 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs). The responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions...Hourly paySeasonal workShift workDay shift$45k - $80k
Raymond James is seeking a Registered Client Service Associate in Rockville, Maryland. This vital role provides high-quality administrative support... ...experience are preferred. The salary range is $45,000 to $80,000, with a hybrid work style. #J-18808-Ljbffr Raymond James
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