Wealth Client Services Associate
$55k - $65kFocus 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
- 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
$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$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...SuggestedTemporary workWork at officeLocal area$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...SuggestedFull timeWork at officeLocal areaRemote workShift work- 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
$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 placementWork at office$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$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...InternshipWork at officeRemote work2 days per week- ...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 timePart timeWork at office
$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...$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...- 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...
$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-...$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...$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...InternshipWork at officeLocal areaRemote work2 days per week$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...- 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...
- 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...
- ...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 workWork at officeWork from homeShift workDay shift
$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 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 experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Temporary workWork at officeLocal area$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 timeWork 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 elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Temporary workWork at officeLocal area- ...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
$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 placementWork at office$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 workWork at officeLocal area$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 placementWork at office- 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 placementWork at office
$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...- ...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 timeWork at officeMonday to Friday
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