Client Service Associate

2 weeks ago


Bethesda, United States Sacred Heart University Full time

PRIMARY LOCATION: Americas-United States of America-Maryland-Bethesda PROGRAM: Wealth Management JOB LEVEL: Non-Exempt DESCRIPTION POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example Review and take appropriate action on client account alerts OTHER Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors QUALIFICATIONS EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience High School Diploma/Equivalency Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail orientated with superior organizational skills and ability to prioritize tasks Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven #J-18808-Ljbffr



  • Bethesda, Maryland, United States Promethium Advisors Full time

    At Promethium Advisors, we are seeking a highly skilled Client Service Associate to join our team. This is a full-time on-site role for a securities licensed professional located in Bethesda, MD. The ideal candidate will be responsible for answering client inquiries, resolving issues, updating client accounts, maintaining documentation, money movement,...


  • Bethesda, Maryland, United States NFP Full time

    About UsNFP, an Aon Company, is a multi-year award-winning organization in Business Insurance. We have earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. Our consultative advisors and problem solvers help companies and individuals address their most significant challenges...


  • Bethesda, Maryland, United States Calibre CPA Group, PLLC Full time

    About Calibre CPA Group, PLLCWe are a leading public accounting firm with offices in the DC Metro area, New York City, Chicago, and Los Angeles. Our team is dedicated to delivering exceptional service to our clients and fostering a collaborative, dynamic work environment.Job SummaryThe Client Support Representative will serve as the primary point of contact...


  • Bethesda, Maryland, United States FirstService Residential Full time

    Job Overview:As a key member of the FirstService Residential team, you will play a vital role in driving client satisfaction and loyalty through strategic relationship management. This role requires a strong understanding of client needs and the ability to provide expert guidance and support to ensure seamless service delivery.A successful candidate will...


  • Bethesda, Maryland, United States Strategic Financial Associates, LLC Full time

    Job SummaryStrategic Financial Associates, LLC is seeking a highly skilled Associate Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for managing an existing block of clients, supporting the Financial Advisor in developing and enhancing existing client relationships, and acting as a key point of...


  • Bethesda, Maryland, United States Johns Hopkins HealthCare Full time

    Patient Food Services Associate Job SummaryThe Patient Food Services Associate will be responsible for serving patients food in a sanitary and attractive manner. This role involves trayline work, including light food preparation, stocking meal carts, delivering meals to patient rooms, and retrieving trays once completed. The successful candidate will also...


  • Bethesda, United States ACE Maintenance & Service Full time

    General Summary Responsible for overall Environmental Services (Housekeeping) functions for contracts at assigned healthcare facility. Responsible for daily monitoring and project management support. Monitor monthly reports to ensure performance compliance. Responsible for the development and management of budgets and job costs at assigned location. Position...


  • Bethesda, United States Managed Care Advisors Full time

    Position Title: Federal Client Success Manager (Hybrid) Location: Bethesda, Maryland, United States Job Category: Client Services Job Type: Full Time Description: Overview - Federal Client Success Manager (Hybrid)Are you dedicated to building client relationships and energized by working in a fast-paced environment? Would you like to use your organizational...


  • Bethesda, Maryland, United States Managed Care Advisors Full time

    Job Title: Federal Client Success ManagerJob Summary:We are seeking a highly skilled Federal Client Success Manager to join our team. As a key member of our client-facing team, you will be responsible for managing the approach to providing services and achieving program outcomes that meet the needs of our valuable clients. You will gain detailed knowledge of...


  • Bethesda, Maryland, United States Managed Care Advisors Full time

    Job Title: Federal Client Success ManagerAre you a skilled professional with a passion for building strong client relationships and driving business growth? Do you have a strong background in healthcare and a proven track record of success in client-facing roles? If so, we encourage you to apply for this exciting opportunity as a Federal Client Success...


  • Bethesda, United States gpac Full time

    Associate Attorney - LitigationPractice Area: Insurance Defense, Liability DefenseWork Style: HybridLocation: Fairfax, VAResponsibilitiesAs an Associate Attorney, you will be responsible for a variety of legal duties and tasks.Drafting legal documents, including contracts, pleadings, motions, and briefs.Negotiating settlements and agreements on behalf of...


  • Bethesda, Maryland, United States Managed Care Advisors Full time

    Job Title: Federal Client Success ManagerAbout the Role:We are seeking a highly skilled Federal Client Success Manager to join our team at Managed Care Advisors. As a key member of our client-facing team, you will be responsible for managing client relationships, providing exceptional customer service, and driving business growth.Key Responsibilities:*...


  • Bethesda, Maryland, United States Managed Care Advisors Full time

    Job Title: Federal Client Success ManagerJob Summary: We are seeking a highly skilled Federal Client Success Manager to join our team at Managed Care Advisors. As a key member of our client-facing team, you will be responsible for managing client relationships, delivering exceptional customer service, and driving business growth.Key Responsibilities:Develop...


  • Bethesda, Maryland, United States Managed Care Advisors Full time

    Job Category: Client ServicesJob Type: Full TimeWe are seeking a skilled Client Relationship Manager to join our team. As a key member of our client-facing team, you will be responsible for managing client relationships and ensuring the delivery of high-quality services.Key Responsibilities:Manage client relationships and ensure timely delivery of...

  • Front Desk Associate

    4 weeks ago


    Bethesda, Maryland, United States Equinox Full time

    Front Desk Associate Job DescriptionWe are seeking a highly motivated and customer-focused Front Desk Associate to join our team at Equinox. As a Front Desk Associate, you will be the first point of contact for our members and guests, providing exceptional service and ensuring a seamless experience.Key Responsibilities:Professionally greet members and...

  • Litigation Associate

    2 months ago


    Bethesda, United States Schulman Bhattacharya, LLC Full time

    Company DescriptionSchulman Bhattacharya, LLC is a high-stakes litigation firm serving clients nationally and internationally. We specialize in resolving complex disputes through litigation, arbitration, mediation, and negotiation across various industry sectors. Role DescriptionThis is a full-time role for a Litigation Associate at Schulman Bhattacharya,...

  • Litigation Associate

    3 weeks ago


    Bethesda, United States Schulman Bhattacharya LLC Full time

    Company Description Schulman Bhattacharya, LLC is a high-stakes litigation firm serving clients nationally and internationally. We specialize in resolving complex disputes through litigation, arbitration, mediation, and negotiation across various industry sectors. Role Description This is a full-time role for a Litigation Associate at Schulman Bhattacharya,...

  • Financial Planning

    3 weeks ago


    Bethesda, United States Bluepoint Financial Full time

    Job Description:BluePoint Financial LLC, is a rapidly growing Financial Services & Insurance firm. We are seeking aFinancial Planning & Investments Associate to join our team and grow in their career with our firm. Thisanalyst will be responsible for assisting in the service of our growing client base, providing operationalsupport to the Financial Advisor &...

  • Financial Planning

    1 month ago


    Bethesda, United States Bluepoint Financial, LLC Full time

    Job Description:BluePoint Financial LLC, is a rapidly growing Financial Services & Insurance firm. We are seeking aFinancial Planning & Investments Associate to join our team and grow in their career with our firm. Thisanalyst will be responsible for assisting in the service of our growing client base, providing operationalsupport to the Financial Advisor &...

  • Financial Planning

    2 months ago


    Bethesda, United States Bluepoint Financial, LLC Full time

    Job Description:BluePoint Financial LLC, is a rapidly growing Financial Services & Insurance firm. We are seeking aFinancial Planning & Investments Associate to join our team and grow in their career with our firm. Thisanalyst will be responsible for assisting in the service of our growing client base, providing operationalsupport to the Financial Advisor &...