Client Service Representative
2 months ago
A boutique financial services firm in the Washington D.C. area is seeking a highly organized and detail-oriented Client Service Associate to join their team. In this role, you will be the backbone of the office, supporting a team of financial advisors, ensuring seamless day-to-day operations, and providing exceptional client experiences. If you thrive in a fast-paced, dynamic environment, take initiative, and excel in a collaborative setting, this could be the perfect fit for you.
Key Responsibilities:
- Provide administrative support to financial advisors, including handling paperwork, mail, and client inquiries
- Assist with setting up for client meetings, ensuring the office is organized and well-stocked
- Manage office operations, ensuring smooth day-to-day functioning
- Serve as the primary contact for in-office visitors, including clients who may drop by spontaneously
- Work closely with paraplanners to ensure client needs are met
- Utilize various software platforms, including Schwab, Black Diamond, and Wealth Box CRM
Requirements:
- 2+ years of experience as a Client Service Associate in financial services
- Proficiency in Microsoft Office, especially Excel (with formulas)
- Tech-savvy and able to quickly learn new software systems
- Professional, friendly demeanor with strong communication skills
- Highly organized, detail-oriented, and able to manage multiple tasks effectively
- Bachelor's degree in a related field is preferred
- Series 65 license or willingness to obtain is preferred
- Familiarity with the Schwab platform is preferred
- Maryland Notary (or willingness to become one) is preferred
Benefits:
- Generous Health Coverage for employee and family
- FSA and HSA account
- 401K Plan with safe harbor
- PTO + Paid holidays
- Company paid parking or metro pass
- Beautiful new office in downtown
- Friendly co-workers
-
Client Service Representative
2 months ago
Bethesda, Maryland, United States Boutique Recruiting Full timeA boutique financial services firm in the Washington D.C. area is seeking a Client Service Associate to join their growing team. In this role, you'll be at the heart of the office, supporting a team of financial advisors, making sure operations run smoothly, and ensuring clients have a welcoming, seamless experience. If you're someone who loves being...
-
Customer Service Representative
4 weeks ago
Bethesda, Maryland, United States Ivyhill Technologies Full timeJob Title: Customer Service RepresentativeIvyhill Technologies is seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring that their needs are met and exceeded.Key Responsibilities:Schedule medical appointments...
-
Client Service Associate
1 month ago
Bethesda, Maryland, United States Promethium Advisors Full timeAbout Promethium AdvisorsWe are a rapidly growing wealth management company that offers a significant opportunity to grow professionally and personally. Our people make the difference.Job DescriptionThis is a full-time on-site role for a securities licensed professional located in Bethesda, MD. The Client Service Associate will be responsible for answering...
-
Client Service Associate
1 week ago
Bethesda, Maryland, United States Promethium Advisors Full timeAt 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,...
-
Client Service Associate
2 weeks ago
Bethesda, Maryland, United States Boutique Recruiting Full time{"title": "Client Service Associate", "subtitle": "Join our team as a Client Service Associate and support our financial advisors in providing exceptional client experiences.", "description": "We are seeking a highly organized and detail-oriented Client Service Associate to join our team in Bethesda, Maryland. As a key member of our office, you will provide...
-
Client Support Liaison
3 weeks ago
Bethesda, Maryland, United States Serene Marketing Inc. Full timeClient Support RepresentativeSerene Marketing Inc. is a dynamic customer acquisition company dedicated to helping our clients expand their customer base and drive growth. We specialize in innovative outreach strategies and solutions to connect brands with potential customers. As a Client Support Representative, you will play a crucial role in building and...
-
Client Service Associate
2 weeks ago
Bethesda, Maryland, United States Promethium Advisors Full timeAbout the RoleAt Promethium Advisors, we're seeking a highly skilled Client Service Associate to join our team. As a key member of our operations and administration team, you'll play a critical role in delivering exceptional client experiences.Key ResponsibilitiesAnswer client inquiries and resolve issues in a timely and professional mannerUpdate client...
-
Client Service Associate
1 month ago
Bethesda, Maryland, United States Boutique Recruiting Full timeClient Service AssociateA financial services firm in Bethesda, Maryland, is seeking a Client Service Associate to support their team. In this role, you will be responsible for ensuring smooth day-to-day operations, providing administrative support, and delivering exceptional client experiences. If you are organized, detail-oriented, and thrive in a...
-
Customer Service Representative
2 weeks ago
Bethesda, Maryland, United States Addison Group Full timeJob SummaryWe are seeking a highly motivated and bilingual Customer Service Representative to join our team at Addison Group. As a key member of our call center team, you will be responsible for providing exceptional customer service and sales support to our clients.Key Responsibilities:Provide timely and effective customer service to meet or exceed customer...
-
Commercial Lines Account Manager
2 weeks ago
Bethesda, Maryland, United States APR Full timeJob DescriptionAPR is seeking a highly skilled Commercial Lines Account Manager to provide exceptional service to clients and support the commercial lines team in processing all lines of commercial insurance. The ideal candidate will have generalist account management experience and a strong understanding of commercial insurance procedures.Key...
-
Customer Service Representative
7 days ago
Bethesda, Maryland, United States EagleBank Full timeWe are a values-driven organization that prioritizes meaningful connections with our customers, employees, and shareholders. At EagleBank, we deliver the most compelling and valuable service to our customers by being Flexible, Involved, Responsive, Strong, and Trusted.As a Customer Care Representative, you will deliver support and assistance to business and...
-
Customer Service Representative
3 weeks ago
Bethesda, Maryland, United States Presidential Bank Full timeJob Title: Customer Service RepresentativeThe Customer Service Representative position at Presidential Bank is a key role in delivering exceptional customer experiences. As a member of our team, you will be responsible for providing timely and accurate responses to customer inquiries, resolving issues, and promoting our banking services.Key...
-
Guest Service Representative
4 weeks ago
Bethesda, Maryland, United States Nothing Bundt Cakes Full timeJob Title: Guest Service RepresentativeAt Nothing Bundt Cakes, we're committed to bringing joy to our guests and our communities. As a Guest Service Representative, you'll play a vital role in creating a warm and welcoming environment for our customers. Your primary responsibility will be to provide exceptional customer service, ensuring that every guest...
-
Customer Service Representative
1 month ago
Bethesda, Maryland, United States Oliver Zelaya - State Farm Agent Full timePosition OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a representative, you will play a key role in establishing and maintaining strong relationships with our customers, providing them with exceptional service and support.ResponsibilitiesDevelop and maintain a deep...
-
Client Support Specialist
2 weeks ago
Bethesda, Maryland, United States Calibre CPA Group, PLLC Full timeJob SummaryThe Client Support Representative will serve as the primary point of contact for clients, ensuring exceptional client service and smooth administrative operations. This role involves coordinating client interactions, managing documentation, and supporting the engagement process.Key ResponsibilitiesClient Interaction: Serve as the first point of...
-
Customer Service Representative III
2 weeks ago
Bethesda, Maryland, United States RWD Consulting, LLC Full timeJob SummaryWe are seeking a highly skilled and experienced Customer Service Representative III to join our team at RWD Consulting, LLC. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities• Greet and welcome guests upon arrival in a friendly and professional...
-
Customer Service Representative
2 weeks ago
Bethesda, Maryland, United States Ivyhill Technologies Full timeJob Title: Customer Service RepresentativeWe are seeking a highly skilled Customer Service Representative to join our team at Ivyhill Technologies. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and resolving any issues that may arise.Key...
-
Client Support Liaison
1 week ago
Bethesda, Maryland, United States Calibre CPA Group, PLLC Full timeAbout 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...
-
Client Support Specialist
2 weeks ago
Bethesda, Maryland, United States Calibre CPA Group, PLLC Full timeAbout UsCalibre CPA Group, PLLC is a leading public accounting firm with a strong presence in the DC Metro area, New York City, Chicago, and Los Angeles. We are committed 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...
-
Financial Representative
2 months ago
Bethesda, Maryland, United States Fidelity Investments Full time{"Job Title: Financial RepresentativeJob Summary: We are seeking a skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key Responsibilities:* Provide personalized service to clients,...