2w
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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
3mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons Corner, Virginia, United States
OnsitePart Time, Seasonal
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
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
1mo
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Associate, Client Advisory
Alexandria or Potomac
$65k-$73k/yr HybridFull Time
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
1mo
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Registered Client Associate
San Diego or Zurich or China or Uruguay or United Kingdom or Jersey or Monaco or Rockville or Los Angeles or Mountain View or Wexford or Amsterdam or Europe
$65k-$85k/yr OnsiteFull Time
2+ YOESeries 7 and 66 licenses, ideally 2+ years client service experience in finance; strong communication, attention to detail, proactive teamwork, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
1w
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Client Service Associate
Washington, District of Columbia, United States
$60k-$65k/yr HybridFull Time
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
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
1w
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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)
1mo
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Registered Client Service Associate
Washington, District of Columbia, United States
$33k-$85k/yr OnsiteFull Time
Provide client support for financial advisors; requires High School diploma, active Series 7 and Series 66 or Series 63+65 registrations, strong Microsoft Office skills, client service experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1w
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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
3d
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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.
3w
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Registered Client Service Associate
Bethesda, Maryland, United States
$74k-$104k/yr HybridFull Time
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.
1mo
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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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Registered Client Service Associate
Bethesda, Maryland, United States
$74k-$104k/yr HybridFull Time
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.
1w
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Client Service Associate
Washington, District of Columbia, United States
$60k-$65k/yr HybridFull Time
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
1mo
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Client Experience Associate
Springfield or United States
OnsiteFull Time
0+ YOEDelivers branch customer service and drives sales opportunities; typically <1 year related experience; strong communication, accuracy, digital awareness, problem solving, and basic banking product knowledge.
Workday
1mo
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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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Client Service Associate
Bethesda, Maryland, United States
$54k-$68k/yr OnsiteFull Time
3+ YOE3+ years of similar experience; background in financial services preferred.
1mo
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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