220 client services associate jobs at 98 companies in Broadlands, VA
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Junior Client Services Associate - Specialist
Reston, Virginia, United States
OnsiteFull Time
Requires precision, organization, adaptability, teamwork, and comfort navigating CRM systems and custodian platforms; training is provided for this entry-level financial services role.
CRM, custodian platforms
1w
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Work From Home - Client Services Associate
Annandale, Virginia, United States
RemoteFull Time
Strong communication and interpersonal skills, integrity, ethical conduct, and ability to work independently and collaboratively; genuine desire to help families through financial services.
Zoom
1w
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Client Services Specialist
Washington, District of Columbia, United States
$23-$29/hr OnsiteFull Time
1+ YOEHigh school diploma or GED required; associate degree preferred. One year of event management or executive support preferred. Requires strong organization, communication, multitasking, and confidentiality skills.
Microsoft Suite, Zoom, Microsoft Teams, Smartsheet, Microsoft Outlook
1w
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Client Services Specialist
Washington, District of Columbia, United States
$23-$29/hr OnsiteFull Time
1+ YOEHigh school diploma or GED required; associate degree preferred. At least 1 year of event management or executive support experience preferred. Requires Microsoft Suite, Zoom, Teams, and Smartsheet proficiency.
Microsoft Suite, Zoom, Microsoft Teams, Smartsheet, Microsoft Outlook
1w
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Client Associate
Washington, District of Columbia, United States
$75k-$90k/yr OnsiteFull Time
2+ YOEBachelor's degree in business, marketing, communications, or related field; 2–4 years in marketing coordination, business development support, or client service; CRM, spreadsheet, writing, and content tool proficiency.
CRM, Microsoft Excel, Google Sheets, Canva, Microsoft PowerPoint, LinkedIn, generative AI
2w
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CLIENT SERVICES REP BEHAVIORAL HEALTH
Washington or Washington
$19-$24/yr OnsiteFull Time
0+ YOEAssociate degree or equivalent experience required; customer service, healthcare or call center experience preferred. Requires medical terminology, HIPAA, communication, organizational, and healthcare systems skills.
eCW, Electronic Medical Records (EMR), Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel
3w
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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
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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
2mo
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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
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Registered Client Associate
Hagerstown, Maryland, United States
$25-$38/hr OnsiteFull Time
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
2mo
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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
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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.
1d
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Sr Client Service Associate
Falls Church, Virginia, United States
$75k-$80k/yr OnsiteFull Time
3+ YOEBachelor’s degree preferred or equivalent experience; 3+ years in financial services, wealth management, client service, or operations; experience with named financial platforms and strong communication and organizational skills.
Salesforce, Orion, Emoney, Microsoft Office, Schwab Advisor Center, Fidelity Wealthscape
1w
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Private Client Services Associate – Junior to Mid-Level
Washington, D.C., District of Columbia, United States
$225k-$365k/yr HybridFull Time
2+ YOEExperience in trusts and estates, transfer tax, and related income tax law. Two to three years preferred. Must be licensed or eligible for Washington, D.C. legal practice; LL.M. in taxation or estate planning preferred.
3w
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Registered Client Service Associate
Bethesda, Maryland, United States
$35k-$90k/yr OnsiteFull Time
2+ YOEActive Series 7 and Series 66, or Series 63 and Series 65; high school diploma/equivalency; two or more years of industry experience preferred; strong client service, computer, organizational, and communication skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
18h
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Associate, Client Advisory
Potomac, Maryland, United States
$65k-$73k/yr HybridFull Time
Bachelor's degree required; financial management experience is preferred but not required for recent graduates. Requires analytical, quantitative, problem-solving, client service, communication, prioritization, and Microsoft Office skills.
Microsoft Office, Microsoft Excel
2mo
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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
1d
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Senior Client Support Associate
New York or California or Washington or Boston or Washington or Chicago or Seattle or San Francisco
$98k-$115k/yr HybridFull Time
4+ YOERequires 4–6 years in client support, operations, or client-facing operations; complex project management, executive communication, analytical problem-solving, escalation workflows, and a bachelor's degree or equivalent experience.
Salesforce, JIRA, Looker
1w
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Client Service Associate
Arlington or Herndon
OnsiteFull Time
1+ YOEHigh school diploma required; 1+ year experience preferred. Requires customer service, communication, organizational, PC and MS Office skills, shipping/receiving knowledge, and ability to lift 40 pounds or more.
Microsoft Office Suite, Greenhouse Applicant Tracking System
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
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