144 client services associate jobs at 62 companies in Joppatowne, MD
5d
Save
Mark Applied
Hide
Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
2+ YOEBachelor's degree or equivalent required; 3+ years financial services or sales administration and 2+ years investment operations required. SIE, Series 7, and Series 63 or 66 required.
Microsoft Office Suite, Client Relationship Management (CRM) software
5d
Save
Mark Applied
Hide
Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
2+ YOEBachelor's degree in business, finance, or related field; 3+ years financial services administration; 2+ years investment operations; required SIE, Series 7, and Series 63 or Series 66.
Microsoft Office Suite, Client Relationship Management (CRM) software
6d
Save
Mark Applied
Hide
Work From Home - Client Services Associate
Bear, Delaware, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in teams, genuine desire to help others, and integrity in professional dealings.
Zoom
2w
Save
Mark Applied
Hide
Client Services & Front Desk Associate – Law Firm
Willow Street or Lancaster
OnsiteFull Time
Professional office, administrative, receptionist, or client-service experience; clear communication, organization, attention to detail, discretion with confidential information, adaptability, and dependable service.
email
1mo
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Lancaster, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree or equivalent experience, strong communication and organizational skills, attention to detail, Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months, customer service and regulatory compliance experience.
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
6d
Save
Mark Applied
Hide
Senior Registered Client Associate
Bethesda, Maryland, United States
$55k-$75k/yr OnsiteFull Time
5+ YOERequires 5+ years in a Client Associate role, UHNW client support experience, SIE, Series 7 and 66 licenses, strong organization and problem-solving skills, discretion, accuracy, and client service focus.
Artificial intelligence (AI)
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree (or equivalent experience),1+ year financial services client service experience, strong customer service, communication, organizational skills, and proficiency with office software.
1mo
Save
Mark Applied
Hide
Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
1mo
Save
Mark Applied
Hide
Senior Associate, Client Accounting Services (CAS) – Nonprofit Grant Accounting Focus
Lancaster, Pennsylvania, United States
HybridFull Time
3+ YOEBachelor's in accounting, 3+ years accounting experience (nonprofit/fund accounting preferred), QuickBooks Online or Sage Intacct experience, CPA or CPA-track preferred, strong analytical and client communication skills.
QuickBooks Online, Sage Intacct
2w
Save
Mark Applied
Hide
Registered Client Service Associate
Bethesda, Maryland, United States
$35k-$90k/yr OnsiteFull Time
Active Series 7 and required Series 66 or combinations of Series 63 and Series 65; high school diploma or equivalent; strong financial services knowledge, client service, writing, organization, computer, and collaboration skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
4d
Save
Mark Applied
Hide
Client Service Associate
Wilmington, Delaware, United States
HybridFull Time
5+ YOEBachelor’s degree, preferably in finance or business, and 5–7 years of financial services experience, preferably wealth management. Requires advanced Microsoft Office, Excel, Adobe Acrobat, and PowerPoint skills.
Microsoft Office, Microsoft Excel, Adobe Acrobat, Microsoft PowerPoint
1w
Save
Mark Applied
Hide
Client Service Associate
Hunt Valley, Maryland, United States
$47k-$60k/yr OnsiteFull Time
1+ YOEHigh school diploma and 1–3 years of customer service experience required; college degree and 3–5 years of industry experience preferred. Requires Microsoft Office proficiency and strong communication skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, MOSAIC
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Registered Client Service Associate
Wilmington, Delaware, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities registration (S63/S66) or ability to obtain within 150 days; client service, analytical, and strong computer skills.
Explore Jobs