Client Services Associate - Wealth Management
$55k - $70kMedium
A financial services firm located in Maryland is looking for a Client Services Associate to ensure exceptional service delivery to clients. The ideal candidate will have 1-2 years of experience in client services and possess strong organizational skills. Responsibilities include managing client inquiries and preparing cash contributions. The salary range for this position is $55,000 - $70,000 annually, with competitive benefits including a 401(k) plan and health insurance. #J-18808-Ljbffr Medium
- 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
$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... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound...SuggestedTemporary workWork at officeLocal area- 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...Suggested
$60k - $80k
...Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think... ...investment research and asset management. Chevy Chase Trust offers clients direct... ...work experience ~ Prior experience in wealth management, financial services or...SuggestedWork experience placementWork at office- ...Client Service Associate Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and...SuggestedFull timePart timeWork at office
$74.39k - $103.81k
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...Full 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 skills, attention to detail, and compliance with regulations. Candidates should possess 2-5 years...- A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors... ...the financial sector. Responsibilities include managing client accounts, answering inquiries, and...
- ...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
$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...- ...Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual... ...of our firm. The duties associated with this role include, but are...Full timeWork at officeMonday to Friday
$55k - $80k
...prospective and existing clients and other branch staff... ...ability to organize, manage, and track multiple, detailed... ...and recognition for service and excellence in the... ...Registered Client Service Associate who is a motivated,... ...services company providing wealth management, capital...Full timeWork experience placementWork at office$74.39k - $103.81k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty... ...other closely related teams. Responsibilities Deliver wealth management services to clients with guidance from the Banker teams....Full time$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... ...ownership of requests from start to finish, manage multiple timelines, and ensure work is...InternshipWork 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... ...'ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed...InternshipWork at officeLocal areaRemote work2 days per week$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... ...job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people...$65k - $82k
...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 candidates...$33.28k - $85k
Morgan Stanley is seeking a Registered Client Service Associate in Washington, DC. The successful candidate will support Financial Advisors and... ...exceptional service to clients. Key responsibilities include managing client interactions, executing transactions, and...- ...Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in... ...clients a wide range of deliverables focused on advocacy, issue management, coalition management, grassroots engagement, alliance...
- 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...
$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...- ...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 work
$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...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... ...and maintain records and files using Client Relationship Management (CRM) software. Assist financial advisors with marketing...Work experience placementWork at office$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Temporary workWork at officeLocal area$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob... ..., in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with...Work experience placementWork at office$55k - $75k
...their prospective and existing clients and other branch staff team... ...as the ability to organize, manage, and track multiple, detailed... ...history and recognition for service and excellence in the Financial... ...dynamic Registered Client Service Associate who is a motivated, detail...Work experience placementWork at office$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider... ...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- ...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
- Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative... .... The ideal candidate thrives in a fast-paced environment, managing multiple tasks and priorities effectively. With a focus on...
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