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$90k
...where you can take on more responsibility, work directly with clients and continue building your career, this could be an excellent... ...This growing wealth management firm is looking for a Client Service Associate to join its Bethesda team. This is a great opportunity for someone...SuggestedWork at officeRemote workCFS
Bethesda, MD4 days ago- ...Job Description Job Description Job Title: Client Services Lead Reports To: The Client Services Lead will report to... ...Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies...SuggestedWork experience placement
SPS North America
Washington DC17 days ago $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...SuggestedWork experience placementWork at office$35.36k - $90k
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 the full capabilities...SuggestedTemporary workWork at officeLocal areaWork visa$33.28k - $85k
Client Service Associate 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 in this role build trusted...SuggestedTemporary workWork at officeLocal areaWork visa$33.28k - $85k
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 in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area- ...Job Description Job Description Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start
SPS North America
Arlington, VA17 days ago - ...Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this... ...What you’ll do here: The Seasonal Client Service Associate supports the district with a variety of duties to include...SuggestedFull timePart timeSeasonal workWork at officeLocal areaFlexible hoursNight shiftWeekend workDay shiftWeekday work
Jackson Hewitt - 2286
Washington DCa month ago $90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients...SuggestedFull timeSummer workWork at officeLocal areaImmediate startFlexible hoursBrighton Jones
Washington DC11 days 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...SuggestedFull timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Bowie, MDa month ago - ...Job Description Job Description POSITION SUMMARY: 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...SuggestedWork at officeLocal areaImmediate startMonday to Friday
Community Clinic Inc.
Silver Spring, MDa month ago - ...Job Description If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to...SuggestedWork at officeWork from home
Coldstream Wealth Management
Washington DCa month ago $35.63k - $85k
...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 in this role build trusted relationships. Leading...SuggestedFull timeTemporary workWork at officeLocal areaWork visaMorgan Stanley
Washington DC18 days ago$26.6 - $40 per hour
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients...SuggestedHourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hoursBrighton Jones
Washington DC11 days ago$70k - $75k
...JUNIOR CLIENT SERVICE ADVISOR Location: Bethesda, MD Job Type: Full-Time Compensation: Low–Mid $70,000s Schedule: Monday–Friday, 9:00 AM–5:00 PM POSITION SUMMARY We are seeking a Junior Client Service Advisor to provide day-to-day operational and client...SuggestedFull timeWork at officeMonday to FridayBethesda, MD29 days ago- As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve...
- Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate...
- Fwainvest is seeking a Registered Client Service Associate in Washington, DC. The role involves providing top-notch administrative support to financial advisors and clients, with a focus on communication and organizational skills. The ideal candidate should possess a strong...
$52k - $60k
...Compensation is determined based on relevant experience and qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun, fast-paced, small office environment and enjoy...Full timeWork at officeMainspring Wealth Advisors LLC
Washington DCa month ago$24 - $30 per hour
...established private financial planning practice in Bellingham, Washington, is seeking a dependable, detail-oriented Client Service & Operations Associate to help deliver an organized, responsive experience for clients and keep the office running smoothly. This is a central...Hourly payPart timeInternshipPrivate practiceWork at officeJambalaya Group
Washington DC28 days ago- ...Client Services AssociateWe 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
Aurora Ripple Enterprises
Falls Church, VA3 days ago - Summary Provide elevated luxury client service in the gallery by assessing client needs and creating a refined experience. Serve as a primary... ...-person, by phone and email, connecting them with the right Associates and supporting Gallery Partners. Maintain a polished...Work at office
- 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...
- ...taste on a global level, curating luxury home furnishings and building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing client needs. This role is ideal for an innovator with a sense of...Work at office
$19 per hour
...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing...Full timeWork at office- ...specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through... ...Description Position Summary: The Client Service Associate (CSA) plays a critical role in delivering a first...Work at office
$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office$51k - $60k
POSITION: Full-Time Benefit Eligible SALARY: $51,000-60,000 We are a growing home care company seeking a Client Services Manager Associate to join our team in the DC Metro area. This role is responsible for delivering exceptional customer service while building and...Full timeLive inWork at officeNight shift- J.P. Morgan Chase in Bethesda, MD seeks a Private Client Investment Associate within Wealth Management to provide client service, operational support to Private Client Advisors, and assist with wealth planning and referrals. The role emphasizes handling account openings...
$50k - $83k
...Job Description What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth... ...serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison...Full timeWork at officeFlexible hours
