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369 client associate jobs at 193 companies in Frederick, MD

2w
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Client Associate
Alexandria, Virginia, United States
HybridFull Time
Purple Strategies
Purple Strategies: Provides corporate reputation strategy and bipartisan strategic communication services.
1+ YOEBachelor's degree,1–3 years experience in agency or consultancy,excellent writing,media and digital skills,MS Office proficiency,and strong organization and client service abilities.
Microsoft Office
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1w
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Registered Client Associate
Hagerstown, Maryland, United States
$25-$38/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOEBrokerage/client support experience, FINRA Series 7 and 63 (or equivalents) required, background checks, client service, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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2mo
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Client Associate
Baltimore, Maryland, United States
$55k-$65k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
SIE, Series 7 and 66 (or willingness to obtain); bachelor’s degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
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3mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons Corner, Virginia, United States
OnsitePart Time, Seasonal
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEPart-time, seasonal Client Associate with at least 1 year in client services; strong communication; ability to work weekends/evenings/holidays; proficient with POS and Microsoft Office.
POS systems, Microsoft Office
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2mo
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Client Service Associate
Bethesda, Maryland, United States
$60k-$80k/yr OnsiteFull Time
B. F. Saul Company: Develops, manages, and owns commercial real estate and hotels.
2+ YOE1-2 years client services experience; bachelor’s degree or equivalent work experience; strong communication and organizational skills.
Microsoft Office, CRM systems, Trust accounting software
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1mo
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Associate, Client Advisory
Alexandria or Potomac
$65k-$73k/yr HybridFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
Bachelor's degree required; prior client operations/financial industry experience preferred; strong analytical, communication, and Excel skills; basic understanding of investments.
Microsoft Office, Microsoft Excel
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1w
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Client Service Associate
Washington, District of Columbia, United States
$60k-$65k/yr HybridFull Time
Focus Partners Wealth
Focus Partners Wealth: Provides personalized wealth management and financial planning services.
1+ YOEBachelor's degree with 1+ years relevant experience, strong communication, proficiency in Microsoft Office and Teams, Salesforce preferred, ability to manage multiple priorities and handle sensitive client information.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
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2mo
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Registered Client Associate/Client Associate
Baltimore, Maryland, United States
$35k-$65k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or job-related experience; strong communication; detail-oriented; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; adaptable to change.
Data Entry, CRM, MS Office, Financial software
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1mo
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Associate, Client Success
Rockville, Maryland, United States
$70k-$80k/yr HybridFull Time
Montage Marketing Group
Montage Marketing Group: Provides strategic marketing, communication, and event management services.
3+ YOE3+ years client-facing professional services experience; strong written and verbal communication; stakeholder and project coordination; ability to obtain Public Trust suitability; located within commutable distance to Rockville, MD.
Box, Wrike, Microsoft SharePoint, Unanet
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2w
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Strong client service, organizational and Microsoft Office skills. Willingness to obtain Series 7/66 or Series 63/65 licenses. Industry experience is a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1mo
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Client Service Associate
Frederick, Maryland, United States
OnsiteFull Time
Waverly Advisors
Waverly Advisors: Provides wealth management and financial planning for private clients.
2+ YOE2+ years client service experience in financial services; Bachelor’s degree or 5 years' experience; experience with Raymond James/custodial platforms preferred; proficiency in Microsoft Office, SharePoint, and Salesforce; strong communication and organizational skills.
Microsoft Office, Microsoft SharePoint, Salesforce, Raymond James
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2w
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Detail-oriented with advanced Microsoft Office skills; willing to obtain Series 7/63/65/66 licenses. Strong interpersonal, writing, time-management, and client-service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
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1w
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Senior Client Associate
Rockville, Maryland, United States
$44k-$86k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma and 1 year experience required; Bachelor’s preferred. Proficiency with Microsoft Office, basic math, and obtain Life & Health license within 90 days.
Microsoft Office, Document Management System (DMS)
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1w
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Registered Wealth Management Client Associate
Frederick, Maryland, United States
$27-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, client service and investment product knowledge, strong communication and technology skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2d
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Executive Client Service Associate
Fairfax, Virginia, United States
$73k-$102k/yr OnsiteFull Time
Edelman Financial Engines
Edelman Financial Engines: Provides personalized financial planning and investment advisory services.
3+ YOE3+ years financial services experience, strong client service, finance/markets knowledge, critical thinking, confidentiality, CRPC and/or Series 65 recommended; bachelor\u0002s degree preferred.
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3w
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Registered Client Service Associate
Bethesda, Maryland, United States
$74k-$104k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2-5 years relevant experience; bachelor's degree or equivalent; Series 7/63 or 7/66 (or willing to acquire); strong organizational, communication, data analysis, and client-facing skills; knowledge of investments, banking, and credit products.
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1mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons, Virginia, United States
OnsiteMultiple Commitments Available
Callaway Golf
Callaway GolfNYSE: CALY: Designs and manufactures premium golf equipment and performance gear.
1+ YOEPart-time, seasonal client services role requiring 1+ year in client services; weekend/evening/holiday availability; POS and Microsoft proficiency; strong communication.
POS, Microsoft Office
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2mo
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Registered Client Service Associate
Bethesda, Maryland, United States
$74k-$104k/yr HybridFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
2+ YOE2-5 years relevant experience; strong organization, data analysis, problem solving, and communication skills; client-facing experience with operations/compliance; knowledge of investments, banking, and credit; Series 7/63 or 7/66 required or willing to acquire; bachelor's preferred.
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1w
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Client Service Associate
Washington, District of Columbia, United States
$60k-$65k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
1+ YOEBachelor's degree and 1+ years relevant experience; strong written/verbal communication, time management, problem-solving; proficiency with Microsoft Office and Teams; Salesforce experience preferred.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
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1mo
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Client Service Associate
Potomac, Maryland, United States
OnsiteFull Time
Choreo
Choreo: Provides comprehensive financial planning and investment advisory services.
3+ YOE3+ years in wealth management, tax, or financial services; 2-year degree in business/finance/accounting/tax or equivalent experience; strong communication, attention to detail, compliance record, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics CRM, Schwab Institutional, Black Diamond, eMoney Advisor
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