Client Service Associate
The Quest Organization
Client Service Associate - Multi-Family Office A leading boutique multi-family office serving ultra-high-net-worth (UHNW) families and individuals is seeking a Client Service Associate to join its team. The firm provides highly personalized advice and services across wealth management, capital allocation, legacy planning, and the complex operational needs of its clients. This is a high-impact opportunity for a detail-oriented, client-service-driven professional who enjoys working directly with UHNW families and managing the many financial and administrative details of complex lives. The Associate will partner closely with senior advisors, clients, family members, attorneys, accountants, and other professional advisors to provide white-glove service, seamless execution, and proactive support. Responsibilities: Serve as a trusted day-to-day contact for UHNW clients and proactively manage requests and follow-up Coordinate client onboarding, documentation, account maintenance, custodial relationships, and e-files Support concierge-level services including travel, vendor coordination, bill pay, and other personal financial matters Track deliverables, action items, and client commitments through completion Coordinate with accountants on tax documents, payments, and deadlines Collaborate with attorneys, advisors, and other professional partners Identify opportunities to improve internal processes and client service Support evolving client needs and special projects as the firm grows Qualifications: 4+ years of experience in family office, private wealth management, private trust company, or related financial services Bachelor's degree required Experience working directly with UHNW clients and their professional advisors Strong understanding of wealth management, estate planning, trusts, philanthropy, and family governance Experience with Fidelity, Schwab, and Microsoft Office Exceptional communication, organization, attention to detail, and follow-through Preferred: Experience with alternative investments, entity structures, and family governance #J-18808-Ljbffr The Quest Organization
- ...Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management... ...transform those around you as well. We are looking to add a Client Service Associate to our team in our Frederick, MD office. The Client Service...SuggestedWork at officeLocal area
Waverly Advisors LLC
Baltimore, MD2 days ago $45k - $85k
...Registered Client Service Associate Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...SuggestedWork at office$46.5k - $60k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique...SuggestedWork at office- ...Avenue, Floor 4, Bethesda, Maryland. Responsible for the general servicing and support of the Financial Advisors. This includes... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential...SuggestedFull timePart timeWork at office
$20 - $21 per hour
...for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the... ...Function Analyst, Accounting/Auditing, and Finance Industries Banking, Investment Banking, and Financial Services #J-18808-Ljbffr ApTaskSuggestedContract workWork at office$48k - $50k
BAYADA Home Health Care is currently seeking a Client Services Associate / Scheduling Coordinator to join our Towson, MDM Medicare certified Home Health Senior Living Office. If you are looking for an exciting career opportunity in a growing industry, a Client Services...Weekly payWork at officeLocal area- We are a client-first financial planning and wealth management firm located in Northwest Baltimore. Focused on delivering thoughtful... ...value to every client interaction. The Senior Client Service Associate is critical to our current and future success. There are many...Work experience placementWork at office
- Client Services Associate Location: Baltimore, MD Employment Type: Full-Time About the Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone...Full time
$75k - $85k
Wealth Management Client Service Associate (CSA) Location: Towson, MD Salary: $75,000 to $85,000 DOE plus bonus Wealth Management Client Service Associate This is an opportunity to join a warm, collaborative, and close-knit team within a growing boutique RIA that is...Work 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- ...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...Work at office
$75k - $85k
...Client Service Associate (RIA) Now Hiring: Client Service Associate (RIA) in Towson, MD! Apply now with 24/7 PT. Responsibilities: Manage the full client onboarding process including distribution and tracking of intake forms. Open new accounts for new and existing clients...Immediate start- ...Gallagher Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting...Work experience placementWork at officeLocal areaShift work
- ...and a leader in innovative insurance solutions, is seeking a Client Relationship Associate (Commercial Lines) to join our award-winning team. This role is essential in fostering exceptional client service by accurately managing insurance documentation, coordinating account...Work at office
$22 - $25 per hour
...Description Build your career at Ram Supply as a Client Success Executive supporting our client service team for our client base in Maryland, Northern VA,... ...School Degree required. College coursework or an associate degree preferred, which may be substituted with 2-4...Hourly payFull timeWork experience placementCasual workWork at officeMonday to FridayRam Supply Company Inc
Baltimore, MD5 days ago- Carson Group seeks a detail-oriented professional to support client and advisor services, handle account paperwork, and assist in financial planning data entry. You will maintain client records, ensure timely asset transfers, and contribute to workflow improvements. The...Work at office
- Raymond James in Maryland seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will coordinate onboarding, meetings, and reporting while maintaining strong client communication across...
$60k - $80k
...Private Client Associate Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees...Full timeWork at officeHome office$25 - $37 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workDay shiftBank of America
Cockeysville, MD1 day ago$35k - $55k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hoursRBC
Baltimore, MD5 days ago$35k - $55k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hoursRBC Capital Markets, LLC
Baltimore, MD1 day ago$40k - $60k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, interpersonal, organizational, and client service skills. Attention to detail and a mindset focused on...Flexible hoursRBC Capital Markets, LLC
Baltimore, MD5 days ago$37.13k - $61.88k
...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at officePNC
Baltimore, MD1 day ago$15 - $20.14 per hour
...Front Desk Receptionist At FutureCare our Guest Services Associates play a key role in representing the organization with a high level of professionalism and care. As the First Impression of FutureCare, our Front Desk Receptionist are knowledgeable, helpful, and personable...Work at officeFlexible hoursFuturecare
Baltimore, MD4 days ago- ...The Associated: Jewish Community Federation of Baltimore is seeking a part-time Campus Associate to support day-to-day operations at Pearlstone... ..., attention to detail, and a commitment to excellent customer service. This role offers flexible scheduling and the potential for...Part timeFlexible hours
The Associated: Jewish Community Federation of Baltimore
Reisterstown, MD3 days ago $170k - $200k
...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ...Elser's Baltimore office is looking for a Litigation Defense Associate Attorney to join a team of exceptional professionals in a...Full timeWork at officeFlexible hours- ...| 1 Frankel Way | Responsibilities: Greet customers and provide friendly service; Process returns/refunds and financial transactions; Answer customer questions and assist across store; Maintain clean, presentable area; Assist associates as needed...Hiring Immediately...Immediate start
Wal-Mart Stores , Inc.
Cockeysville, MD3 days ago - ...Front End Service Team Associate WM Supercenter #3804 8730 Liberty Rd Randallstown, MD 21133-4710 $17.00 - $30.00/hr* Part time Shift may start between 8:00am - 4:00pm Role Summary Front End Service associates are focused on compliance and customer service. They...Hourly payMinimum wageFull timeTemporary workPart timeShift workWeekend workAfternoon shift
Walmart
Randallstown, MD5 days ago - ...join our firm and contribute to our mission of delivering exceptional client service. This role offers the opportunity to work in a fast-paced environment while gaining valuable experience.The Associate Attorney is responsible for handling bankruptcy matters for the firm...
$150k - $190k
...Law Journal’s survey of the nation’s largest law firms.Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers,...Full timeWork at officeFlexible hours
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