392 client associate jobs at 201 companies in Greenbelt, MD
4w
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Client Associate
Alexandria, Virginia, United States
HybridFull Time
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
1w
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Senior Registered Client Associate
Washington, District of Columbia, United States
$85k-$120k/yr OnsiteFull Time
5+ YOE5+ years in private wealth client associate role supporting UHNW clients; SIE, Series 7 and 66 required; bachelor’s degree preferred; strong attention to detail, discretion, organization, and client-service skills.
AI
3d
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Wealth Management Client Associate
Bethesda, Maryland, United States
$25-$44/hr OnsiteFull Time
2+ YOE2 years client service experience, high school diploma/GED, strong client-centric mindset, detail orientation, adaptability, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
2mo
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Registered Client Associate/Client Associate
Baltimore, Maryland, United States
$35k-$65k/yr OnsiteFull Time
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
1mo
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Bachelor's preferred in Finance/Economics, relevant financial services experience, strong Microsoft Office and CRM skills, client service orientation, organizational ability, and willingness to build custodial platform proficiency.
Microsoft Office Suite, CRM, custodian websites
1mo
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
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
1mo
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Associate, Client Success
Rockville, Maryland, United States
$70k-$80k/yr HybridFull Time
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
1mo
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Client Service Associate
Frederick, Maryland, United States
OnsiteFull Time
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
1mo
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
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
1w
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
2w
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Senior Client Associate
Rockville, Maryland, United States
$44k-$86k/yr HybridFull Time
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)
3w
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Registered Wealth Management Client Associate
Frederick, Maryland, United States
$27-$45/hr OnsiteFull Time
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
2w
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Executive Client Service Associate
Fairfax, Virginia, United States
$73k-$102k/yr OnsiteFull Time
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.
2mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons, Virginia, United States
OnsiteMultiple Commitments Available
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
2mo
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Client Service Associate
Potomac, Maryland, United States
OnsiteFull Time
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
2mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons, Virginia, United States
OnsitePart Time, Seasonal
1+ YOE1 year in client services; ability to work non-traditional hours; strong communication; proficient with POS and Microsoft apps.
Microsoft Applications, POS systems
3w
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Client Services Associate, Senior Living
Towson, Maryland, United States
$48k-$50k/yr OnsiteFull Time
Experience in home health or medical office preferred; associate degree minimum (bachelor preferred); strong computer and communication skills; knowledge of Medicare/OASIS helpful; supervisory experience a plus.
Electronic Medical Record
1mo
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Corporate Trust Client Relationship Associate
Baltimore, Maryland, United States
$29-$48/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year client-facing experience, Excel proficiency, strong communication, attention to detail, and familiarity with corporate trust or public finance preferred.
Microsoft Excel
1w
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Part Time Client Associate - Tysons Corner VA
Tysons Corner, Virginia, United States
$18-$20/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience, proficiency with Microsoft applications and POS, strong communication, independent decision-making, availability for weekends/evenings/holidays.
Microsoft Applications, POS