2mo
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Work From Home - Client Services Associate
Fairfax, Virginia, United States
RemoteFull Time
Remote client services role requiring strong communication, independence, teamwork, and integrity.
3d
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Client Services/Sales Associate
Crofton, Maryland, United States
OnsitePart Time
Provide welcoming client service, sell memberships and retail, manage scheduling and communications, reliable transportation and strong interpersonal skills.
1d
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Client Services Associate Project Manager
New York City or Kansas City or Kansas City or Chicago or Washington
$65k-$80k/yr RemoteFull Time
2+ YOEBachelor's or equivalent,2+ years project coordination/client services experience,strong organization,communication,deadline management;Excel proficiency preferred.
Microsoft Excel
2w
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CLIENT SERVICES REPRESENTATIVE
Washington, District of Columbia, United States
$19-$24/hr OnsiteFull Time
Whitman-Walker Health: Provides clinical and behavioral healthcare for LGBTQ+ individuals.
2+ YOERegister and schedule patients, update EMR records, verify insurance, perform claim data, and manage patient communications; associate degree or 2 years' experience required.
eCW, Microsoft Office
1mo
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Associate Director Client Services, Bioanalytical
Gaithersburg, Maryland, United States
$117k-$178k/yr OnsiteFull Time
6+ YOE4+ MgmtBachelor's in Life Sciences or Business; 6+ years customer-facing or consultative experience; 4+ years supervisory experience; GxP/GLP/GCLP experience required/preferred; SFDC and Microsoft Project proficiency preferred.
SFDC, MSD Office Suite, Microsoft Project
3w
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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
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
3d
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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
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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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.
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
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
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)
2w
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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
1mo
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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.
3w
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Client Service Associate - Greenbelt, MD
Greenbelt, Maryland, United States
$65k-$85k/yr OnsiteFull Time
3+ YOEBachelor's degree in business/finance/economics, 3+ years client service experience, Series 65 (or obtain within 3–6 months), proficiency with Microsoft Office and CRM, strong communication and attention to detail.
Wealthbox, RightCapital, Holistiplan, Fidelity Custodial platform, Microsoft Office Suite
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
1mo
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Rehire Client Support Associate
Clinton, Maryland, United States
OnsiteMultiple Commitments Available
0+ YOECustomer-service oriented; strong communication and interpersonal skills; basic computer proficiency and troubleshooting; prior customer service or sales preferred; PTIN certification indicated; training provided.
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
5d
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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
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