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

Client Service Associate, Wealth Planning

Threadneedle group

Threadneedle Group, located in Bethesda, MD, is looking for an experienced Client Service Associate to provide exceptional service to clients. The role involves managing client relationships, assist with marketing efforts, and providing necessary support to ensure a seamless client experience. The ideal candidate will have at least 3 years of experience in a similar role and possess strong organizational, communication, and interpersonal skills. A background in financial services is preferred. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate, Wealth Planning in Bethesda, MD vacancy
  • $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... 
    Suggested

    Citigroup Inc

    Bethesda, MD
    3 days ago
  •  ...re not just in the business of helping clients with their financial goals – we also...  ...owner. Job Description Forward Together Wealth Planning, a fast-growing independent wealth...  ...currently seeking an experienced Client Service Associate to join our growing and ever evolving... 
    Suggested
    Full time
    Part time
    Work at office

    Threadneedle group

    Bethesda, MD
    2 days ago
  • 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
  • $33.28k - $85k

     ...Overview Registered Client Service Associate Registered Client Service Associates provide exceptional...  ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily...  ...in delivering against their business plan and client service model • Remaining... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    7 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...  ...consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and... 
    Suggested
    Full time
    Work at office
    Local area
    Remote work
    Shift work

    Fiducient Advisors

    Washington DC
    2 days ago
  • $60k - $80k

     ...Medium is seeking a Client Services Associate in Bethesda, Maryland. The role focuses on delivering exceptional service, ensuring accurate account operations, and supporting clients in a fast-paced environment. Candidates should have 1-2 years experience in client services... 

    Medium

    Bethesda, MD
    2 days ago
  • $60k - $80k

     ...Company in Bethesda, Maryland, is seeking a detail-oriented Client Services Associate. This role involves delivering exceptional service,...  ...$60,000 and $80,000 annually along with comprehensive benefits like health insurance and a 401(k) plan. #J-18808-Ljbffr... 

    B.F. Saul Company

    Bethesda, MD
    2 days ago
  • Wealth Enhancement in Falls Church, VA is looking for a highly motivated Sr Client Service Associate to enhance client experiences. The role involves client onboarding, account administration, and ensuring operational needs are met while fostering strong client relationships... 
    Full time

    Wealth Enhancement

    Falls Church, VA
    1 day ago
  •  ...Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing...  ...with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 2... 
    Work experience placement
    Work at office

    Choreo

    Potomac, MD
    1 day ago
  •  ...A leading global financial services firm is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. Key duties include managing client relationships, executing transactions, answering inquiries, and robust administrative... 

    PowerToFly

    Bethesda, MD
    3 days ago
  • $74.39k - $103.81k

     ...Registered Client Service Associate Working at Citi is far more than just a job. A career with us...  ...related teams. Responsibilities: Deliver wealth management services to clients with...  ...paid time off packages, including planned time off (vacation), unplanned time off... 
    Full time

    Citi

    Bethesda, MD
    1 day ago
  • $60k - $80k

     ...financial advice and planning for individuals, families...  ...Chase Trust offers clients direct access to decision...  ...thinking and client service. Our global, macroeconomic...  ...Client Services Associate to join our team. This...  ...experience Prior experience in wealth management, financial... 
    Work experience placement
    Work at office

    Medium

    Bethesda, MD
    7 days 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
  • $45k - $80k

     ...years of rich history and recognition for service and excellence in the Financial...  ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and...  ...similar contact management software. Goal planning software. Excel, including developing... 
    Work experience placement
    Work at office

    Raymond James

    Rockville, MD
    2 days 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
  •  ...Jones, we’re a purpose‑drive, client‑focused team committed to...  ...lead the industry in aligning wealth, passion, and purpose to help...  ...critical member of the Client Service team, you will work closely with...  ...data reimbursement Financial planning services discount for... 
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones LLC

    Washington DC
    3 days ago
  •  ...Relationship Managers/Advisors in day-to-day client contact, relationship management, trust...  ...daily account administration and client service activities such as processing checks,...  ...sales support. Develop a strong knowledge of Wealth Advisory functions, policies, procedures... 
    Work experience placement
    Work at office

    United Bank Inc

    Washington DC
    5 days ago
  • Morgan-Stanley is seeking a Registered Client Service Associate (CSA) to modernize client experiences and support business growth through effective client management. This role requires a strong understanding of financial services and the ability to work collaboratively... 

    Morgan-Stanley

    Bethesda, MD
    1 day ago
  • $34.32k - $90k

    POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated...  ...at the direction of Financial AdvisorsPrepare financial plans, client reports, and other materials for client... 
    Temporary work
    Work at office
    Local area

    Morgan-Stanley

    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
    3 days ago
  • $60k - $85k

     ...their most significant risk, workforce, wealth management and retirement challenges through...  ...managing relationships with corporate clients and overseeing internal operations among...  ...firms providing administration and client service support for their individual disability insurance... 
    Full time
    Remote work
    Monday to Friday
    3 days per week

    NFP, an Aon company

    Beltsville, MD
    3 days ago
  • $18 - $20 per hour

     ...Job Description Job Description Client Services Associate – Client in  Washington is looking for someone to assist with a proactive role in customer support and administrative duties. Monday through Friday. 8:30 AM to 4:30 PM. Can be flexible for part time hours. Temp... 
    Hourly pay
    Temporary work
    Part time
    Monday to Friday
    Flexible hours

    Personnel Staffers, Inc.

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

     ...Client Service Associate - Institutional Client Service Associate - Institutional This range is provided by Fiducient Advisors. Your actual...  ...investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and... 
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Shift work

    Fiducient Advisors

    Washington DC
    4 hours ago
  •  ...Client Service Associate Arlington, Virginia, United States Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday

    SPS North America Inc

    Arlington, VA
    20 days ago
  • $70k - $100k

     ...This full-time Client Services Associate opportunity is designed for someone who wants a people-facing role with structure, support, and real room to grow. First-year earning potential typically ranges from $70,000 to $100,000, with meaningful income upside over time.... 
    Full time
    For contractors

    The Dorne Region

    Vienna, VA
    5 hours ago
  • $17.2 - $23.37 per hour

     ...Canon Solutions America is hiring for a full-time on-site role in Washington, DC. Responsibilities include customer service, mail and courier services, and shipping responsibilities. Candidates should possess a high school diploma and basic computer skills, with an hourly... 
    Hourly pay
    Full time

    Canon Solutions America

    Washington DC
    6 days ago
  •  ...seeking a Financial Advisor Associate in Washington, DC. The successful...  ...will attract and retain clients by understanding their financial...  ...goals and providing tailored wealth management solutions. This...  ...experience in the financial services industry are preferred, alongside... 

    TD Securities

    Washington DC
    5 days ago
  • Morgan Stanley is seeking Registered Client Service Associates in Potomac, Maryland. This role is essential for enhancing client service and requires a dual focus on client relationship management and administrative support for Financial Advisors. The ideal candidate should... 

    Morgan Stanley

    Potomac, MD
    1 day 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...  ...at the direction of Financial Advisors Prepare financial plans, client reports, and other materials for client meetings... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Potomac, MD
    5 days ago
  •  ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide... 
    Immediate start
    Flexible hours

    Aurora Ripple Enterprises

    Falls Church, VA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate, Wealth Planning. Be the first to apply!