Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Services Associate — Hybrid

HUB International

HUB International, a leading global insurance broker, seeks a Client Service Associate for Retirement and Private Wealth in Rockville, MD on a hybrid schedule. You will prepare client reviews, support advisors, and manage administrative tasks to ensure exceptional service. The role requires a college degree, retirement plan designation or ability to obtain one, and experience in client service within financial services. #J-18808-Ljbffr HUB International

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate — Hybrid in Rockville, MD vacancy
  •  ...for each other and for the clients we serve. We help...  ...insurance, retirement, and wealth management products and services. HUB is one of the world'...  ...ceiling. Client Service Associate - Retirement and Private...  ...Rockville, MD office on a hybrid work schedule. The selected... 
    Suggested
    Hourly pay
    Internship
    Work at office
    Local area
    Flexible hours

    HUB International

    Rockville, MD
    1 day ago
  • 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

    PowerToFly

    Mc Lean, VA
    1 day ago
  • Bank of America’s Merrill Wealth Management seeks a client service specialist in Bethesda, MD to support Financial Advisors and educate clients on bank services. Responsibilities include timely materials, policy-aligned practices, and building client relationships while... 
    Suggested
    Work at office

    Bank of America

    Bethesda, MD
    1 day ago
  •  ...Job Description Choreo is a wealth management firm built on an...  ...advisors with a shared vision servicing entrepreneurs, CPAs, and individuals...  ...country, we are here to serve our clients beyond what is expected....  .... As a Client Service Associate, you will be responsible for... 
    Suggested
    Work experience placement
    Work at office

    Choreo

    Potomac, MD
    more than 2 months ago
  • Morgan Stanley, Potomac office, seeks a Registered Client Service Associate to support Financial Advisors and enhance the client experience. You will manage client relationships, process requests, and contribute to planning and reporting collateral that informs client meetings... 
    Suggested
    Work at office

    Morgan-Stanley

    Potomac, MD
    3 days ago
  • Morgan Stanley is seeking a Registered Client Service Associate to help shape our client experience and support growth. You will work with Financial Advisors to deliver the full firm to clients, onboarding accounts, processing requests, and ensuring documentation remains... 

    Morgan Stanley

    Potomac, MD
    3 days ago
  •  ...investment research and asset management. Chevy Chase Trust offers clients direct access to decision...  ...thinking and client service.   Our global, macroeconomic...  ...oriented Client Services Associate to join our team. This...  ...~ Prior experience in wealth management, financial... 
    Work experience placement
    Work at office

    B.F. Saul Company

    Bethesda, MD
    more than 2 months ago
  •  ...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 time
    Work at office
    Monday to Friday

    MV Financial Group, MV Capital Management Inc.

    Rockville, MD
    11 days ago
  •  ...Wealth Management Client Associate Bethesda, Maryland To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Bethesda, MD
    3 days ago
  •  ...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and...  ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis...  ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound... 
    Work at office
    Local area

    Morgan Stanley

    McLean, VA
    2 days ago
  • $35.36k - $90k

     ...POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated...  ..., bonds, options, mutual funds, annuities, insurance, and managed accountsReports ToBusiness Service OfficerWHAT YOU CAN... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Potomac, MD
    4 days ago
  • $35.36k - $90k

    POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an...  ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Potomac, MD
    5 days ago
  • Pathstone, a growing wealth management firm, seeks a detail-oriented Client Advisory Assistant to support the Client Advisory Team with daily operations, performance...  .... The role emphasizes analytical thinking, client service excellence, and effective collaboration across... 

    Pathstone

    Potomac, MD
    3 days ago
  • $70k - $115k

    Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role...  .../or other duties directed by local management. Administrative Support Answer inbound... 
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Tysons Corner, VA
    4 days ago
  •  ...Job Description Job Description POSITION SUMMARY: 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... 
    Work at office
    Local area
    Immediate start
    Monday to Friday

    Community Clinic Inc.

    Silver Spring, MD
    more than 2 months ago
  • $55k - $75k

     ...show up for each other and for the clients we serve. We help individuals, families...  ...of insurance, retirement, and wealth management products and services. HUB is one of the world's largest...  ...our Ellicott City, MD office on a hybrid work schedule. Job Responsibilities... 
    Internship
    Work at office
    Local area
    Flexible hours

    HUB International

    Rockville, MD
    19 hours ago
  • $25 - $44 per hour

    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Bethesda, MD
    1 day ago
  • Morgan Stanley is seeking Registered Client Service Associates to help shape the future of client service. This role requires understanding firm policies and capabilities to deliver the full firm to clients, while supporting relationship growth and service excellence. The... 

    Socket.dev

    Bethesda, MD
    4 days ago
  • $19 per hour

     ...building an ecosystem of products, places, services and spaces that elevates and...  ...what's right, rather than who's right. Client Services Associates play an integral role in providing luxury...  ...- Strong organizational and time management skills - Strong verbal and written communication... 
    Full time
    Work at office

    RH

    Mc Lean, VA
    3 days ago
  • $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 placement
    Work at office

    Fwainvest

    Bethesda, MD
    1 day ago
  •  ...building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing...  ...respond to multiple priorities Strong organizational and time‑management skills Strong verbal and written communication skills... 
    Work at office

    RH

    Mc Lean, VA
    3 days ago
  • Medium is offering a work-from-home opportunity in financial services aimed at protecting families. The position values integrity, growth, and making a positive impact. Ideal candidates will have strong communication skills, a genuine desire to help others, and the ability... 
    Remote job
    Work from home

    Medium

    Germantown, MD
    2 days ago
  • IntroductionAt Gallagher Benefit Services, you’re a trusted partner to...  ...people decisions. We help clients build better workplaces, where...  ...the Senior Client Service Associate you will continue to develop...  ...date records in the Document Management System (DMS)You complete all... 
    Work experience placement
    Work at office
    Local area
    Shift work

    Arthur J. Gallagher & Co.

    Rockville, MD
    19 hours ago
  • 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... 

    Raymond James

    Bethesda, MD
    3 days ago
  • Lowe-Tillson Insurance & Associates in Rockville, Maryland...  ...Lines Account Manager. The ideal candidate will...  ..., exceptional customer service skills, and a positive...  ...business and ensuring client satisfaction through responsive services. A hybrid working model is available... 
    Full time
    Relocation package

    Lowe-Tillson Insurance & Associates

    Rockville, MD
    4 days ago
  •  ...Ellicott City, MD, is seeking an Account Manager to join our Commercial Lines team on a hybrid schedule. The selected individual will service assigned commercial insurance accounts,...  ...and a culture that values teamwork and client service. This role provides growth opportunities... 
    Local area

    HUB International

    Rockville, MD
    2 days ago
  •  ...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
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Bethesda, MD
    14 days ago
  •  ..., N.A. in Rockville, MD is seeking a Loan Administration and Servicing Manager to deliver high level customer service and support for loan servicing...  ...driving efficiency through cross-training and process improvements in a hybrid work setting. #J-18808-Ljbffr Capital Bank, N.A.

    Capital Bank, N.A.

    Rockville, MD
    1 day ago
  •  ...Contact Center Manager (CCM) Titan Technologies...  ...continuous improvement of Service Desk and Contact...  ...and works closely with client stakeholders to ensure...  ...the CCaaS platform and associated technologies. Manage...  ...Experience leading remote or hybrid workforce models.... 
    Remote work

    ClearanceJobs

    Rockville, MD
    2 days ago
  • About this role:Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the...  ..., you will:Assist Financial Advisor(s) with sales, service and operational related activities such as providing... 
    Ongoing contract
    Full time
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    McLean, VA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Associate — Hybrid. Be the first to apply!