Client Services Associate
2 weeks ago
Client Service Associate Washington, DC (Hybrid: Two Days in Office) ISCs team of Financial Services Recruiters is partnering with a leading Wealth Advisory firm in DC. This is an established, independent firm serving high-net-worth families and individuals, known for its collegial culture, long-term career development, and commitment to promoting from within. Were seeking an experienced client service associate (CSA) to join the DC office. This person will work closely with paraplanners and advisory teams, supporting a sophisticated HNW client base. The role is highly transactional and requires a strong understanding of custodial operations, money movement, and client account administration. This is not a call?center position its a high?touch, relationship?driven role supporting clients with $5M+ in investable assets. The ideal candidate thrives in a fast?paced environment, takes initiative, and delivers exceptional service with polish and precision. Responsibilities Partner with advisors and client service teams to provide day-to-day operational and servicing support for HNW clients. Open and maintain accounts across multiple custodians; prepare new account paperwork, contracts, and subscription agreements. Manage daily cash and security movements, including deposits, withdrawals, wires, gifts, and journals. Coordinate closely with internal operations teams to ensure timely and accurate trade execution and processing. Perform account maintenance, reconciliation, and data accuracy checks within internal systems. Monitor workflows, troubleshoot issues, and ensure proper documentation and compliance procedures are followed. Communicate directly with clients and custodians via phone and email in a professional, polished manner. Assist with portfolio rebalancing, billing reviews, and report preparation. Qualifications Bachelors degree in Finance, Business, or related field. 3+ years of experience in wealth management, private banking, or financial services client support. Preference given to candidates with HNW experience. Demonstrated experience handling money movement, trading, or custodial transactions. Familiarity with custodial platforms such as Commonwealth or LPL strongly preferred. Exceptional attention to detail and organizational skills in a fast?paced setting. Strong communication skills able to correspond confidently with both clients and internal stakeholders. Seniority level Associate Employment type Full?time Job function Finance Washington, DC | Salary: $73,000 $80,000 #J-18808-Ljbffr
-
Client Service Associate
4 hours ago
Baltimore, MD, United States PNC Financial Services Group Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Client Services Associate
4 days ago
Baltimore, United States F.N.B. Corporation Full timeClient Services Associate at F.N.B. Corporation Primary Office Location: 300 E. Lombard Street, Baltimore, Maryland 21202. Position Title: Client Services Associate Business Unit: Multiple Reports to: Varies by Assignment Position Overview This position is primarily responsible for general client maintenance and service for existing high?net?worth clients as...
-
Client Services Associate
3 days ago
Baltimore, United States Fnb Online Full timeClient Services Associate page is loaded## Client Services Associatelocations: Baltimore, MDtime type: Full timeposted on: Posted Todayjob requisition id: 2025-02778## **Primary Office Location:**300 E. Lombard Street. Baltimore, Maryland. 21202.## **Join our team. Make a difference - for us and for your future.****Position Title:** Client Services...
-
Client Services Associate
3 days ago
Baltimore, United States First National Bank Full timePrimary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Position Title: Client Services Associate Business Unit: Multiple Reports to: Varies by Assignment Position Overview This position is primarily responsible for general client maintenance and service for existing high net...
-
Senior Client Services Associate
3 weeks ago
Baltimore, United States GemHarvest Executive Recruiting Full time3 days ago Be among the first 25 applicants GemHarvest Executive Recruiting provided pay range This range is provided by GemHarvest Executive Recruiting. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $90,000.00/yr - $110,000.00/yr Direct message the job poster from GemHarvest Executive...
-
Client Services Associate
1 week ago
Baltimore, United States First National Bank of Pennsylvania Full timePrimary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Position Title:Client Services Associate Business Unit:Multiple Reports to:Varies by Assignment Position Overview: This position is primarily responsible for general client maintenance and service for existing high net...
-
Client Services Associate
7 days ago
Baltimore, MD, United States First National Bank Full timePrimary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Position Title:Client Services Associate Business Unit:Multiple Reports to:Varies by Assignment Position Overview: This position is primarily responsible for general client maintenance and service for existing high net...
-
Client Services Associate
9 hours ago
Baltimore, MD, United States First National Bank Full timePrimary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Position Title:Client Services Associate Business Unit:Multiple Reports to:Varies by Assignment Position Overview: This position is primarily responsible for general client maintenance and service for existing high net...
-
Client Service Associate
4 days ago
Baltimore, United States Pitcairn Company, Pitcairn Financial Group Full timeIf you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Service Associate & Experience Coordinator Full Time Baltimore, MD, US 30+ days ago Requisition ID: 1076 Pitcairns innovative Shared Single-Family Office model provides unparalleled service to...
-
Client Services Associate
2 weeks ago
Baltimore, United States First National Bank of Pennsylvania Full timePrimary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future.Position Title:Client Services AssociateBusiness Unit:MultipleReports to:Varies by AssignmentPosition Overview:This position is primarily responsible for general client maintenance and service for existing high net worth...
