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$31.2k - $90k
...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal areaWork visaMorgan Stanley
Laurel, MD1 day ago- ...Client Services Associate As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start
$60k - $70k
...you're looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity... ...largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals...SuggestedFull timeWork at officeColdstream Wealth Management
Washington DCa month 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$72k - $78k
...management advice to a growing number of affluent and high net worth client families. Omega is also a certified B Corp, committed to... ...lives and work. Position Summary We are looking for a Client Service Associate who builds strong relationships and takes pride in precision....SuggestedTemporary workSummer workWork at officeLocal areaWork from homeMonday to FridayFlexible hours- Omega Wealth Management, LLC, a female-founded, fee-only wealth planning firm in Arlington, VA, seeks a Client Service Associate to deliver a high-touch client experience. You’ll interact mainly by phone and email, supporting advisors and handling transactions with precision...Suggested
$33.28k - $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...SuggestedTemporary workWork at officeLocal areaWork visa- Morgan Stanley is hiring a Registered Client Service Associate in Washington, DC to support Financial Advisors and client relationships. The role involves processing money movements, handling client inquiries, onboarding accounts, and educating clients on digital tools...Suggested
- ...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...Suggested
$50k - $60k
Client Services Associate Join the nation’s premier state government affairs firm as a Client Services Associate. Stateside is seeking a driven professional for this entry‑level role that is a shared resource to senior‑level issue managers and clients. The Client Services...SuggestedContract workWork at officeLocal area$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...SuggestedWork at officeDirect Counsel
Washington DC7 days ago$26 per hour
...Job Title: Client Services Lead Reports To: The Client Services Lead will report to the Client Services Supervisor, Client... ...Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies...SuggestedFull timeTemporary workPart timeWork experience placementImmediate startSPS North America
Washington DC2 days ago- 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...Suggested
- Raymond James in Bethesda, MD is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels and the ability to manage multiple...Suggested
- 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...Suggested
$51.45k - $84k
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...a highly motivated Sr Client Service Associate ! The Sr Client Service Associate serves...Full timeTemporary workWork at officeFlexible hours- Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors in daily operations. The role focuses on building trusted client relationships, onboarding new clients, and...
$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
- ...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 startFlexible hours
- 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...
- MTN Talent Partners seeks a Client Service Associate for our national wealth management client in McLean, VA. The role supports advisors, onboarding clients, and maintaining relationships with meticulous organization and timely follow-through. You will coordinate account...Remote work
- Our client is a national wealth management firm and they are looking for a Client Service Associate to join the team. This national firm is growing (expanded into 7 new markets this year and looking to double in headcount in the next 12-18months) and their DC/N. VA office...Work at officeWork from home
- CJM Wealth Advisers, Ltd. is seeking an Operations Service Associate to support Financial Planners and manage daily operational needs. You will handle account paperwork, maintain CRM data, and assist with onboarding, transfers, and reporting. The role offers hybrid work...Remote job3 days per week
- ...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...Work at officeLocal areaImmediate startMonday to Friday
$54k - $71k
...aspirations and every dollar invested has a job to do for our clients. Thats why we are committed to managing our clients investments... ...to explore a career with us. As a member on the Client Services team youll play a pivotal role by partnering with the Financial...Full time$60k - $75k
...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...Full timePart timeWork at officeShift workDay shiftTruist
Bethesda, MD2 days ago$35.36k - $90k
...POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the...Full timeTemporary workWork at officeLocal areaWork visa- ...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...Full timeTemporary workPart timeWork experience placementImmediate start
$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...Full timeTemporary workWork at officeLocal areaWork visa
