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
$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
- 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...Suggested
$33.28k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...SuggestedFull timeTemporary workWork at officeLocal area- ...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...SuggestedWork experience placementWork at office
- ...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$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$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
...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...- ...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$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
...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$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- ...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...
$65k - $82k
...purposefully built and nurtured our client‑first culture. Brown Advisory... ...is an independent investment management and strategic advisory firm... ...the highest level of client service. The firm’s clients—including... ...this team, the Relationship Associate will execute on a range of...Temporary workWork at officeWorldwide- ...RBC in Vienna, Virginia, is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients. This role involves building professional relationships, managing account inquiries, and ensuring compliance with standards. The ideal candidate...
- ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position... ...direct engagements Reviewing customer interactions with management and contributing to any feedback for improving customer service...Immediate startFlexible hours
- ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients... ...Duties and Responsibilities Service daily client inquiries over the phone and... ...files utilizing Client Relationship Management (CRM) software Actively engage in available...For contractorsWork 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... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Temporary workWork at officeLocal area$5,000 per month
...We’re looking for an ambitious candidate to work in DSPolitical’s Client Services team for the 2026 Election Cycle!! As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution support...Work at officeRemote workWork from homeMonday to FridayAfternoon shift- ...culture. We believe that outstanding service starts with talented individuals who... ...seeking a motivated and customer-focused Client Service Associate to join our growing team in... ...Exceptional organizational and time management skills. Ability to multitask and prioritize...Full timeWork at office
- ...Client Services Associate The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with all Federal, State, and local...Work at officeLocal areaImmediate startMonday to Friday
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