Client Services Associate
The Quest Organization
Client Service Associate - Multi-Family Office A leading boutique multi-family office serving ultra-high-net-worth (UHNW) families and individuals is seeking a Client Service Associate to join its team. The firm provides highly personalized advice and services across wealth management, capital allocation, legacy planning, and the complex operational needs of its clients. This is a high-impact opportunity for a detail-oriented, client-service-driven professional who enjoys working directly with UHNW families and managing the many financial and administrative details of complex lives. The Associate will partner closely with senior advisors, clients, family members, attorneys, accountants, and other professional advisors to provide white-glove service, seamless execution, and proactive support. Responsibilities: Serve as a trusted day-to-day contact for UHNW clients and proactively manage requests and follow-up Coordinate client onboarding, documentation, account maintenance, custodial relationships, and e-files Support concierge-level services including travel, vendor coordination, bill pay, and other personal financial matters Track deliverables, action items, and client commitments through completion Coordinate with accountants on tax documents, payments, and deadlines Collaborate with attorneys, advisors, and other professional partners Identify opportunities to improve internal processes and client service Support evolving client needs and special projects as the firm grows Qualifications: 2+ years of experience in family office, private wealth management, private trust company, or related financial services Experience working directly with UHNW clients and their professional advisors Strong understanding of wealth management, estate planning, trusts, philanthropy, and family governance Experience with Fidelity, Schwab, and Microsoft Office Exceptional communication, organization, attention to detail, and follow-through Preferred: Experience with alternative investments, entity structures, and family governance #J-18808-Ljbffr
$46.5k - $60k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique...SuggestedWork at office$75k - $85k
...Client Service Associate (RIA) Now Hiring: Client Service Associate (RIA) in Towson, MD! Apply now with 24/7 PT. Responsibilities: Manage the full client onboarding process including distribution and tracking of intake forms. Open new accounts for new and existing clients...SuggestedImmediate start- ...Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management... ...transform those around you as well. We are looking to add a Client Service Associate to our team in our Frederick, MD office. The Client Service...SuggestedWork at officeLocal area
Waverly Advisors LLC
Baltimore, MD1 day ago - ...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...SuggestedWork at officeLocal areaWork visa
- About The Role We're hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...SuggestedFull time
- ...! Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness....Remote workWork from home
$20 - $21 per hour
...for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the... ...Function Analyst, Accounting/Auditing, and Finance Industries Banking, Investment Banking, and Financial Services #J-18808-Ljbffr ApTaskContract workWork at office$65k - $70k
..., 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...Full timeWork at officeDiversified Insurance Industries, Inc.
Cockeysville, MD4 days ago$35.36k - $90k
...Service AssociateService Associates perform operational support and oversight on behalf of the Market as well as general management support functions... ...)• Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeLocal areaRemote workHome officeNight shiftMorgan Stanley
Cockeysville, MD3 days ago$45k - $70k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hoursRBC Capital Markets, LLC
Cockeysville, MD4 days ago$45k - $70k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hoursRBC
Cockeysville, MD2 days ago$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- ...Retail Sales And Service TechnicianThe retail Sales and Service Technician (SST) is a unique hybrid role for stores and is intended as a key pipeline for future career-growth within Firestone Complete Auto Care. This role is primarily responsible for serving the customer...Daily paidMinimum wageTemporary workLocal areaFlexible hours
Bridgestone Americas
Lutherville Timonium, MD1 day ago - ...The retail Sales and Service Technician (SST) is a unique hybrid role for stores and is intended as a key pipeline for future career-growth within Firestone Complete Auto Care. This role is primarily responsible for serving the customer through asses Service Technician...
Bridgestone
Lutherville Timonium, MD1 day ago $45k - $55k
...Client Service Specialist - Commercial Lines Be part of a winning team that leads the way as a Best Practices Agency in Insurance! The Opportunity... .... Performs other related duties as assigned by management. Associate's Degree (AA) or equivalent from a two-year college or...Full timeWork at officeImmediate startKastendike Insurance Group
Cockeysville, MD3 days ago$61.5k - $89.42k
...Job Description Job Summary: Delivers positive customer service experience and sales solutions to our customers while meeting financial... ...position includes customer support and sales activities at client's facilities. What you will do: Responsible for...Hourly payContract workWork at officeWork from homeTrane Technologies
Towson, MD4 days ago- ...deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and... ...to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts....Flexible hours
Trucordia
Cockeysville, MD4 days ago $35k - $55k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours- ...Client Services Manager BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Home Health office in... ...company match BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers...Work at officeLocal areaImmediate start
Phenom People
Towson, MD1 day ago - ...Branch Client Service Associate I At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive...Work at officeLocal area
Arthur J. Gallagher & Co.
Cockeysville, MD3 days ago $20.43 - $32.31 per hour
...from home following a successful 90 day introductory period. Core working hours will be 8 am - 5 pm, Monday through Friday. A Client Services Specialist works with the Fulton Private Bank sales team and business unit leaders to ensure a high level of customer service....Hourly payFull timeWork experience placementBank staffWork at officeLocal areaWork from homeWork visaMonday to FridayFlexible hours$24.81 - $41.35 per hour
...performing a wide variety of advanced tasks to ensure a seamless client experience, with the objective of building and maintaining a... ...deposit account opening processes. Provide exceptional client service by responding to account inquiries, processing overdrafts, and...Hourly payWork experience placementWork at officeRemote workWork visaFlexible hours$65k - $85k
...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...opportunities to learn, grow, and make an impact. Join us! The Life Services team is focused on guiding beneficiaries through making...Work experience placementWork at officeShift workDay shift$19.03 - $22.39 per hour
...Job Title Billing and Customer Service Representative Job Description The Billing... ...supports broadcast advertising clients, internal sales teams, and finance operations... ...school diploma or equivalent required; associate or bachelor's degree preferred ~13 years...Hourly payFull timeContract workWork experience placementWork at officeLocal areaFlexible hours$175k - $225k
...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ...Elser's Baltimore office is looking for a Litigation Defense Associate Attorney to join a team of exceptional professionals in a...Full timeWork at officeFlexible hours$134.3k - $231.7k
...negotiation, drafting transaction documentsdriving regulatory clearance processclosing of dealsadvising on post-closing transition services arrangements.Advise on a wide range of corporate transactions, including joint ventures, strategic partnerships, and other...Full timeH1bLocal area$150k - $190k
...Law Journal’s survey of the nation’s largest law firms.Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers,...Full timeWork at officeFlexible hours- ...join our firm and contribute to our mission of delivering exceptional client service. This role offers the opportunity to work in a fast-paced environment while gaining valuable experience.The Associate Attorney is responsible for handling bankruptcy matters for the firm...
- ...At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies...Local area
Gallagher
Cockeysville, MD2 days ago $36k - $45k
...almost 4 times the size of the largest ad-supported music streaming service. And we were just recognized as one of the Top Media Sales... ...for our sales organizations to help them build success for their clients at a more efficient cost than any other option. Because we...Full timeWork at officeLocal areaFlexible hoursiHeartMedia
Towson, MD2 days ago
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