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

Wealth Client Services Associate

$55k - $65k

Focus Financial Partners

Focus Financial Partners is seeking a Client Service Associate in Bethesda, Maryland. The role involves supporting Wealth Advisors and enhancing client relationships through effective communication and operational support. Applicants should hold a Bachelor’s degree and possess strong skills in time management and problem-solving, along with proficiency in Microsoft Office and Salesforce. The position offers a hybrid work model and a competitive annual salary between $55,000 and $65,000, along with comprehensive benefits. #J-18808-Ljbffr Focus Financial Partners

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate in Bethesda, MD vacancy
  • 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

    Citi

    Bethesda, MD
    1 day ago
  • $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

    Citigroup Inc.

    Bethesda, MD
    1 day ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    3 days ago
  • $65k - $90k

    Client Service Associate, The Wealth Office Client Service Associate, The Wealth Office 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Fiducient Advisors. Your actual pay will be based... 
    Suggested
    Full time
    Work at office
    Local area
    Remote work
    Shift work

    Fiducient Advisors

    Washington DC
    1 day ago
  • Choreo, a wealth management firm in Potomac, MD, seeks a Client Service Associate to manage client communications and deliver superior service. The role involves coordinating workflows, liaising between clients and advisors, and ensuring high-quality service delivery. Ideal... 
    Suggested

    Choreo

    Potomac, MD
    1 day ago
  • $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 placement
    Work at office

    B.F. Saul Company

    Bethesda, MD
    3 days ago
  • $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

    Citibank (Switzerland) AG

    Bethesda, MD
    1 day ago
  • $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 role is an exciting opportunity to work with a team that takes a comprehensive approach to... 
    Internship
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Bethesda, MD
    3 days ago
  •  ...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 ever... 
    Full time
    Part time
    Work at office

    Ameriprise Financial

    Bethesda, MD
    4 days ago
  • $55k - $65k

    Focus Partners in Bethesda, Maryland is seeking a Client Service Associate to enhance client relationships and ensure seamless operational support. This role involves working closely with Wealth Advisors, managing multiple requests across various platforms, and delivering... 

    Focus Partners

    Bethesda, MD
    1 day ago
  • $50k - $60k

    Oppenheimer & Co. Inc. is hiring a Client Service Associate in Washington D.C. to provide client servicing and organizational support. The role involves client interaction, managing databases, and assisting with marketing efforts. The ideal candidate should have a Bachelor... 

    Oppenheimer & Co. Inc.

    Washington DC
    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 ideal candidate will have strong client service and interpersonal skills, with at least two years... 

    PowerToFly

    Mc Lean, VA
    4 days ago
  • $65k - $90k

    A financial advisory firm is seeking a Client Service Associate in Washington, DC. The role involves onboarding clients, facilitating money movements, and supporting Investment Consultants. The ideal candidate has a Bachelor's Degree in Business or related field and 1-... 

    Fiducient Advisors

    Washington DC
    1 day ago
  • $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... 

    Morgan Stanley

    Washington DC
    3 days ago
  • $55k - $65k

    Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with... 
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    Bethesda, MD
    1 day ago
  • $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... 

    Brown Advisory Incorporated

    Washington DC
    3 days ago
  • A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have a strong background in financial services and exceptional interpersonal skills. Additionally... 

    PowerToFly

    Washington DC
    12 hours ago
  • 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... 

    PowerToFly

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

    Bank of America

    Rockville, MD
    6 days ago
  • $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 placement
    Work at office

    100 Raymond James & Associates, Inc.

    Bethesda, MD
    3 days ago
  • $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 work
    Work at office
    Local area

    Morgan Stanley

    Bethesda, MD
    12 hours ago
  • $70k - $90k

     ...Financial Advantage Associates, founded in 1997, is an independently...  ...funding, we work closely with clients to help them navigate life's...  ...navigate administrative and service-related needs. This position...  ...exposure to financial planning and wealth management Comprehensive... 
    Full time
    Work at office

    Financial Advantage Associates

    Rockville, MD
    19 hours ago
  • $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 work
    Work at office
    Local area

    Dormont Manufacturing Company

    Bethesda, MD
    1 day ago
  •  ...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 office
    Local area
    Immediate start
    Monday to Friday

    Community Clinic

    Silver Spring, MD
    12 hours ago
  • $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 placement
    Work at office

    Raymond James

    Bethesda, MD
    12 hours 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 is client‑first, requiring strong interpersonal skills and the ability to assist clients... 
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Falls Church, VA
    1 day ago
  • $55k - $75k

    ## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients... 
    Work experience placement
    Work at office

    Fwainvest

    Bethesda, MD
    4 days ago
  • Choreo is a wealth management firm built on an interconnected network...  ...with a shared vision servicing entrepreneurs, CPAs, and individuals...  ..., we are here to serve our clients beyond what is expected....  ...owners. As a Client Service Associate, you will be responsible for... 
    Work experience placement
    Work at office

    Choreo, LLC

    Potomac, MD
    1 day ago
  • $54k - $71k

     ...aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments...  ...you to explore a career with us. As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial... 

    Edelman Financial Engines, LLC

    Bethesda, MD
    1 day ago
  •  ...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 time
    Work at office
    Monday to Friday

    MV Financial Group, MV Capital Management Inc.

    Bethesda, MD
    8 days ago

Do you want to receive more vacancies?

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