Wealth Client Services Specialist
United Bank
United Bank seeks a dedicated professional to support Relationship Managers in relationship management and account administration. The role involves transaction processing, account maintenance, and facilitating client meetings, requiring strong organizational and communication skills. Candidates should have a high school diploma (Bachelor’s preferred) and two years of relevant experience, alongside proficiency in Microsoft Office. The position offers growth within a customer-centric environment. #J-18808-Ljbffr United Bank
$68k - $120k
PowerToFly is seeking Wealth Management Associates to provide exceptional client service and support Financial Advisors in Washington, DC. This role includes cultivating relationships and assisting in portfolio management and proposal tools. The ideal candidate should...Suggested$33.28k - $88k
Client Relationship Analysts 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 in this role build trusted relationships. Leading...SuggestedTemporary workWork at officeLocal area- Citi is seeking a seasoned Client Service Officer to provide wealth management services for CITI PRIVATE BANK clients. You will manage client transactions, address inquiries, and ensure operational integrity while maintaining high client satisfaction. Ideal candidates...Suggested
$94k - $141k
Citigroup Inc. in Washington DC is seeking a Client Service Officer to deliver wealth management services to CITI PRIVATE BANK clients. This role requires strong analytical and communication skills as well as a solid understanding of banking products. Candidates should...Suggested- A leading financial services company is seeking a Private Client Advisor in Washington, D.C. to provide comprehensive financial planning and investment advice to clients of varying wealth. The ideal candidate will have at least 2 years of experience in financial services...Suggested
- HSBC is hiring a Client Experience Associate in Washington, D.C. In this role, you will help customers make important financial decisions... ...business or related field, coupled with significant customer service and operational experience within retail banking. The position...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$70k - $80k
Focus Partners Wealth in Bethesda, Maryland is seeking an Associate Wealth Advisor to join... ...creating personalized wealth advice for clients. Responsibilities include developing financial... ..., and at least two years of financial service experience. The position offers a hybrid...$63.67k - $117.4k
...following job description: Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community...Full timePart timeWork at officeShift workDay shift$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...- A financial services company in Washington, DC, is seeking an Administrative professional to support Lead Advisors and enhance client service. The ideal candidate should have 1-4 years of experience in an administrative role, preferably in financial services, and be proficient...Work at office
- ...Medium in Arlington, Virginia, is seeking motivated individuals for a client consultation role that offers flexibility and growth opportunities. The position involves conducting virtual consultations with clients, assessing their needs, and completing related administrative...Weekly payRemote work
- ...Client Service Specialist (Customer Service) It's not just a job. It's a mission. If you're as passionate as we are about empowering the small businesses of America, then you'll be right at home with us. Rapid Finance is the nation's leading provider of alternative...Work at officeHome officeFlexible hours
- ...AO Garcia Agency in Arlington, Virginia, is looking for a motivated individual to join as a client consultant. In this fulfilling role, you will conduct virtual consultations to assess client needs, cultivate relationships, and engage in meaningful discussions regarding...Remote workWork from homeFlexible hours
- ...3 years of relevant experience and a bachelor's degree. The position also emphasizes high attention to detail, excellent customer service skills, and the ability to work independently. Teilnehmende erhalten verschiedene Vorteile, einschließlich medizinischer Versorgung...Remote work
- ...Canon Solutions America is looking for a full-time on-site employee in Washington, DC, who will ensure prompt service and customer satisfaction. Responsibilities include managing mail/courier services, copy/print production, device maintenance, and general reception duties...Full time
- ...Client Service Officer Working at Citi is far more than just a job. A career with us means... ...individual. Responsibilities: Deliver wealth management services to CITI PRIVATE... ...for referral to banker or product specialist. Perform responsibilities through proficient...Work at office
$94k - $141k
...The Client Service Officer is a seasoned professional role. Applies in-depth disciplinary knowledge... .... Responsibilities: Deliver wealth management services to CITI PRIVATE... ...opportunities for referral to banker or product specialist. Perform responsibilities through...Full timeWork at office- ...successful candidate will attract and retain clients by understanding their financial goals and providing tailored wealth management solutions. This role includes analyzing... ...and relevant experience in the financial services industry are preferred, alongside necessary certifications...
- ...Opensity Solutions is seeking a Service Specialist to join our team at the client’s office in McLean, VA. This role involves providing various administrative support, including mail services, copy services, reception, and hospitality. The ideal candidate will have a High...Work at office
$60k - $114k
...Senior Client Account Specialist Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At Husch Blackwell we believe that diverse, equitable and...Full timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift work- 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...
- PowerToFly is seeking a Client Relationship Analyst in Bethesda, Maryland. This role involves providing exceptional service to clients and supporting Financial Advisors with their daily operational needs. Responsibilities include managing client interactions, executing...Work at office
$34.32k - $90k
A leading financial services firm in Bethesda is looking for a Registered Client Relationship Analyst to provide exceptional service to clients. You will support Financial Advisors in building trusted relationships and assist with daily client needs. The ideal candidate...- A leading financing solutions provider is seeking a Client Service Specialist in Bethesda, Maryland to support merchants and partners with transactions and inquiries. This role involves providing excellent client service, resolving issues, and maintaining communication...Work at office
$60k - $70k
Cravath, Swaine & Moore LLP seeks a Client Services & Events Coordinator in Washington, D.C. This role provides high-quality service to clients, coordinates internal events, and manages conference bookings. Essential tasks include overseeing event logistics, welcoming visitors...- SourcePro Search is conducting a search for an experienced Client Service Specialist to join our client’s Litigation Department team. The ideal candidate will provide administrative client services to both internal and external clients. What You’ll Do: Maintain a consistent...
$70k - $142k
Overview Husch Blackwell LLP is a full-service litigation and business law firm with multiple... ...across the United States, serving clients with domestic and international operations... ...considered for a Senior Client Delivery Specialist role. This is a continuous job opening...Full timeTemporary workWork at officeFlexible hours$70.16k - $101.3k
Job Description Perkins Coie is searching for a Client Administrative Specialist who will primarily provide administrative and workflow support for... ...specific client(s) but is considered a member of the Business Services Center (BSC). In addition, as a member of the Perkins...Work at office$22 - $26 per hour
Truist is seeking a Client Service Representative in Washington, DC to manage client transactions and deliver exceptional service while understanding clients' financial needs. The ideal candidate will have a high school diploma, two years of relevant experience, and strong...Hourly pay
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