Wealth Client Services Specialist

Appian Wealth

Appian Wealth, a Northwestern Mutual client, seeks a Client Service Associate to support client relationships and assist in wealth management and financial planning. This role serves as a key liaison between clients and the internal team, ensuring information accuracy, timely follow-up, and compliant processes while delivering high-quality service across interactions. The ideal candidate has 3+ years in financial services, strong communication, and an organized, detail-oriented approach. #J-18808-Ljbffr

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Washington DC vacancy

Wealth Client Management Consultant
...Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained...
Suggested
Temporary work
Work experience placement
Work at office
Local area
Flexible hours
CAPTRUST
Alexandria, VA
3 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)
J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations) Manassas, VA, United States Job Information Job Identification... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...
Suggested
Full time
Aumni
Alexandria, VA
3 days ago
Commercial Client Specialist I or II
$65k - $85k
...Join to apply for the Commercial Client Specialist I or II role at Truist 1 day ago Be among the first 25 applicants Join to apply for the... ...job description: Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit...
Suggested
Full time
Part time
Work at office
Shift work
Night shift
Day shift
Truist Inc
Laurel, MD
5 days ago
Client Services Specialist
$47k - $67k
...skills and experience — talk with your recruiter to learn more. Base pay range $47,000.00/yr - $67,000.00/yr Position Title: Client Services Specialist Department: Conferences and Events Industry: Legal / Law Firm Reports To: Client Services Manager Location: Washington,...
Suggested
Full time
Work at office
Monday to Friday
Flexible hours
Jones Networking
Washington DC
5 days ago
Client Services Specialist
...Canon USA in Washington, DC is seeking a hands-on on-site support role focused on delivering prompt customer service across multiple site services. The role covers Mail/Courier, Copy/Print, Device Maintenance, and Reception/Office Services, with cross-training to ensure...
Suggested
Work at office
Canon
Washington DC
4 days ago
Client Service Specialist
$84k
...reach and extensive capabilities to provide personalized service wherever our clients' needs take us. As one of the world's leading law firms,... ...and professional growth. Job Title Client Service Specialist Location Washington, D.C. Regular/Temporary...
Temporary work
Work at office
Local area
Flexible hours
Paul Hastings
Washington DC
4 days ago
Client Billing Specialist
$20.67 - $24.04 per hour
...transformative change in healthcare. Position Summary The Client Billing Specialist is responsible for supporting the end-to-end client billing... ...role works closely with Billing Operations, Sales, Client Services, and Finance teams to process invoices, maintain client...
Hourly pay
Work at office
Datavant
Washington DC
1 day ago
Client Operations Specialist
$75k - $100k
...Client Operations Specialist The Client Operations Specialist is responsible for assisting assigned Client Directors in protecting and increasing... ...satisfaction through a heightened level of client service and daily attention. Develops and maintains strong pre and...
Work at office
AHEAD USA
Washington DC
1 day ago
Client Onboarding Specialist - Financial
...Job Description Job Description CAREER OPPORTUNITY Client Onboarding Specialist TritonPoint Wealth Chevy Chase, MD Full-Time · On-Site Operations & Client Service TritonPoint Wealth is an independent private wealth management firm serving high-...
Full time
Work at office
TritonPoint Wealth LLC
Chevy Chase, MD
23 days ago
Customer Service Specialist
...Company Description Alcumus Financial Group is located in Annapolis, Maryland. We have clients across the county. We offer a hybrid work environment. Investment and advisory services are offered through Ameriprise Financial Services, LLC, a registered investment adviser...
Ameriprise Financial Services, Inc.
Washington DC
2 days ago
Customer Service Associate I
...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...
Contract work
Local area
Family Dollar
Washington DC
4 days ago
Customer Service Representative
$18 - $19 per hour
...Customer Service Representative Landover Office - Hyattesville, MD 20785 Overview Salary Range $18.00 - $19.00 Hourly Description... ...who's ready to roll up their sleeves and butter up clients with top-notch service. If you're energized by solving problems...
Hourly pay
Work at office
Flexible hours
Rotating shift
Lyon Bakery
University Park, MD
2 days ago
Customer Support Associate
...efficiently. If you’re patient, organized, and customer-focused, this is a great opportunity to grow a career in customer support, client services, or account management. What You’ll Do Serve as the primary point of contact for customer questions and support needs Assist...
Full time
FF Company
Bethesda, MD
5 days ago
Customer Support Specialist
...What You Will Do The Customer Support Specialist provides first‑line customer support across... ...captures customer feedback to support service quality and continuity. Provide first‑line... ...in call center, customer service, client service, or related support roles What Would...
Temporary work
Flexible hours
Shift work
Guidehouse
Arlington, VA
1 day ago
Customer Service Associate II
...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...
Contract work
Part time
Local area
Dollar Tree
Silver Spring, MD
1 day ago
Customer Support Specialist
...What You Will Do:**The Customer Support Specialist provides first-line customer support across... ...captures customer feedback to support service quality and continuity.* Provide first-... ...experience in call center, customer service, client service, or related support roles**What...
Temporary work
Flexible hours
Shift work
Dovel Technologies
Arlington, VA
3 days ago
Customer Service Representative
...Customer Service Representative The Customer Service Representative (CSR) actively recruits new clients and promotes hospital services. Schedules client visits and drives the flow of clients and pets through the hospital to aid the productivity of the veterinary medical...
Work at office
Flexible hours
Afternoon shift
Lakefield Veterinary Group
Washington DC
4 days ago
Customer Service Rep
$19 - $21 per hour
...Job Description CSA TS Client Services About the Role: As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing exceptional...
Flexible hours
Afternoon shift
XBP ASIA
Washington DC
3 days ago
Customer Service Representative III
$21.54 per hour
...environment - Serco has a great opportunity for you! The Customer Service Representative will be on a dynamic team, supporting customers... ...of Defense, Citizen Services, and Transportation. We help our clients deliver vital services more efficiently while increasing the...
Hourly pay
Full time
Contract work
Part time
Work experience placement
Local area
Immediate start
Flexible hours
Serco
Washington DC
5 days ago
Corporate Accounting Associate
...Role: Corporate Accounting Associate Industry: Wealth Management / Financial Services Company Type: Privately Held, Growth-Oriented Advisory Firm Position Overview Join a growing, client-focused financial services firm that is building out its internal...
Work at office
Turn2Partners
Washington DC
3 days ago
Customer Success Associate
$65k - $75k
...employment visa at this time. At Cloudforce, we don’t just deliver services—we bring ideas to life with innovation, teamwork, and a touch... ...opportunities within assigned accounts. You’ll assist with client and stakeholder communication, ensuring updates are clear, expectations...
Full time
Temporary work
For subcontractor
Work at office
Local area
Work visa
Cloudforce
Oxon Hill, MD
4 days ago
Client Specialist
$17.5 per hour
...areas of Barry’s studios and corporate offices. About The Role Client Specialists are the first line of contact at all Barry’s studios. As... ...experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are...
Hourly pay
Full time
Part time
Local area
Shift work
Night shift
Weekend work
Day shift
Afternoon shift
Barry's Iberia
Washington DC
3 days ago
Client Service Specialist
...Harrison Gray Search has partnered with a premier insurance and financial services firm to find a dedicated Client Service Specialist . This is a client-focused agency that prides itself on providing a superior customer experience and maintaining the highest standards...
Work at office
Harrison Gray Search
McLean, VA
4 days ago
Client Experience & Loyalty Specialist
$40.5k - $67.5k
...PNC is seeking a Client Experience Associate in Washington, DC. This in-office role emphasizes delivering exceptional customer service and identifying banking opportunities. Ideal candidates will engage customers effectively and possess knowledge of financial products....
Work at office
PNC
Washington DC
5 days ago
PT Customer Service Specialist
...Job Title: Part-Time Customer Service Specialist Overview As a part-time Customer Service Specialist... ...the first friendly person that greets clients and assists them with their banking... ...into the world of banking, insurance, and wealth management to build a foundation for a...
Part time
Summer work
Local area
Flexible hours
German American
Washington DC
1 day ago
Private Client Advisor II
...Private Client Advisor II Chevy Chase, Maryland To proceed... ...- whether shaped by military service, community college education,... ...needs, preferences, and overall wealth strategy, being responsive to... ...identify the need for team specialists; collaborate closely with other...
Work at office
Flexible hours
Shift work
Day shift
Bank of America
Chevy Chase, MD
5 days ago
Private Client Advisor
$54.7k - $101.9k
...Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result... ...With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world...
Minimum wage
Local area
Night shift
Marsh & McLennan
Washington DC
3 days ago
Client Experience & Loyalty Specialist
...PNC Financial Services Group, Inc. is seeking a Client Experience Associate in Washington, DC. The role focuses on enhancing customer financial wellbeing through a unique customer experience while promoting loyalty. The position emphasizes customer interactions, banking...
PNC Financial Services Group
Washington DC
4 days ago
Client Services I Representative- Office Services
$17.2 - $23.37 per hour
Client Services I Representative- Office Services Location US-DC-Washington Company Canon U.S.A., Inc. Requisition ID 34385 Category Office Services Position Type Full-Time Workstyle Full-Time On Site...
Hourly pay
Full time
For contractors
For subcontractor
Casual work
Work at office
Local area
Canon U.S.A., Inc.
Washington DC
3 days ago
Client Experience Specialist - Front Desk & Fuel Bar
...Barry's in Bethesda, Maryland, is seeking a Client Specialist to provide superior hospitality and assist clients in a fitness studio environment. This role involves managing front desk duties, maintaining cleanliness and sanitation, and ensuring a memorable client experience...
Full time
Part time
Flexible hours
Barry's
Bethesda, MD
1 day ago

Do you want to receive more vacancies?

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