248 client services associate jobs at 101 companies in Timonium, MD
6d
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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
6d
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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
1w
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Work From Home - Client Services Associate
Pasadena, Maryland, United States
RemoteFull Time
Genuine desire to help others, strong communication and interpersonal skills, ability to work independently and collaboratively, and integrity in professional dealings.
Zoom
4d
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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
4d
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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
1w
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CLIENT SERVICES REP BEHAVIORAL HEALTH
Washington or Washington
$19-$24/yr OnsiteFull Time
Whitman-Walker Health: Provides clinical and behavioral healthcare for LGBTQ+ individuals.
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
2w
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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
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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.
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
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
3w
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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
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 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
1mo
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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
3d
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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.
2w
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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
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
1w
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Associate, Client Transitions
Potomac or Atlanta or Newtown Square
$63k-$70k/yr HybridFull Time
1+ YOEBachelor’s degree required; 1–3 years preferred in financial services, operations, project coordination, consulting, analytics, or client-focused work. Strong organization, communication, analytical, and project management skills required.
Microsoft Excel, Microsoft 365, Microsoft Copilot, ChatGPT
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