Client Service Representative

2 days ago


Bethesda, Maryland, United States Promethium Advisors Full time
About the Role

We are seeking a highly skilled Client Service Associate to join our team at Promethium Advisors. As a key member of our operations team, you will play a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Provide timely and accurate responses to client inquiries, resolving issues and updating client accounts as needed.
  • Maintain accurate and up-to-date documentation, ensuring seamless money movement and report generation.
  • Coordinate schedules and implement processes to optimize efficiency and productivity.
  • Collaborate with cross-functional teams to ensure smooth operations and exceptional client satisfaction.
Requirements
  • 3+ years of experience in wealth management operations/admin client service.
  • Excellent interpersonal and communication skills, with a focus on building strong relationships with clients and colleagues.
  • Attention to detail and ability to work in a fast-paced, dynamic environment.
  • Experience with Schwab or Fidelity is a plus.
What We Offer

At Promethium Advisors, we value our Client Service Associates as the face of our enterprise. We offer a competitive compensation package, opportunities for growth and development, and a dynamic work environment that rewards innovation and excellence.



  • Bethesda, Maryland, United States Rapid Finance Full time

    About the OpportunityRapid Finance is a leading provider of alternative financing solutions for small and mid-sized businesses. We are seeking a highly skilled Client Service Representative to join our team and provide exceptional support to our merchants and partners.The ideal candidate will have a strong background in customer service, with a proven track...


  • Bethesda, Maryland, United States Madison Reed Hair Color Bar Full time

    About the RoleAt Madison Reed Hair Color Bar, we are seeking a highly skilled and customer-focused Client Service Representative to join our team. As a Client Service Representative, you will be the face of our Hair Color Bar, providing a seamless guest experience from arrival to departure.Key ResponsibilitiesProvide exceptional customer service, ensuring a...


  • Bethesda, Maryland, United States Madison Reed Hair Color Bar Full time

    About the RoleAt Madison Reed Hair Color Bar, we are seeking a highly skilled and customer-focused Client Service Representative to join our team. As a Client Service Representative, you will be the face of our Hair Color Bar, providing a seamless guest experience from arrival to departure. You will be responsible for greeting guests, checking them in and...


  • Bethesda, Maryland, United States Trustar Bank Full time

    About Trustar Bank:Trustar Bank is a community-focused financial institution designed to serve the banking requirements of both businesses and individuals in the metropolitan Washington DC area. Our founders are seasoned bankers, investors, and business leaders with a deep understanding of the local market. The ongoing consolidation in our target market has...


  • Bethesda, Maryland, United States Rapid Finance Full time

    About Our CompanyRapid Finance is a leading provider of alternative financing solutions for small and mid-sized businesses. We empower entrepreneurs to achieve their goals and reach new heights by providing access to working capital.About the OpportunityWe are seeking a Client Service Specialist to join our team. As a key member of our client-facing team,...


  • Bethesda, Maryland, United States Boutique Recruiting Full time

    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...


  • Bethesda, Maryland, United States Boutique Recruiting Full time

    A 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...


  • Bethesda, Maryland, United States Rapid Finance Full time

    About Our CompanyRapid Finance is a leading provider of alternative financing solutions for small and mid-sized businesses. We empower entrepreneurs to achieve their goals and reach new heights by providing access to working capital.About the OpportunityWe are seeking a Client Service Specialist to join our team. As a key member of our client-facing team,...


  • Bethesda, Maryland, United States Dovel Technologies Full time

    Position Overview:The Client Support Representative will play a crucial role in delivering exceptional service to our clients at Dovel Technologies.Job Category: User Support (Digital)Travel Requirements: NoneSecurity Clearance: Ability to Obtain Public TrustKey Responsibilities:Provide comprehensive 1st and 2nd level IT assistance to both internal and...


  • Bethesda, Maryland, United States Latimer Insurance Full time

    We are a full-service independent insurance agency with a rich history of providing exceptional service to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of insurance.**Our Mission:**We are committed to establishing a firm relationship of mutual trust and service with each of...


  • Bethesda, Maryland, United States Trustar Bank Full time

    Job SummaryTrustar Bank is a community-focused financial institution seeking an experienced Customer Service Representative to join our team. As a Universal Banking Representative, you will be responsible for providing exceptional customer service, processing transactions, and building strong relationships with clients.Key ResponsibilitiesCustomer Service:...


  • Bethesda, Maryland, United States Zeiders Enterprises Full time

    Job SummaryWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative at Zeiders Enterprises. As a key member of our support team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and resolving any issues that may arise.Key...


  • Bethesda, Maryland, United States Spectrum Ventures Full time

    We are seeking a skilled Customer Service Representative to join our team at Spectrum Ventures in North Bethesda. As a Customer Service Representative, you will be responsible for handling customer inquiries over the phone, assisting customers with their concerns, and providing service-oriented advice and promoting our clients' products.Your...


  • Bethesda, Maryland, United States Ivyhill Technologies Full time

    Job 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...


  • Bethesda, Maryland, United States Trustar Bank Full time

    About Trustar Bank:Trustar Bank is a community-focused financial institution designed to address the banking requirements of both businesses and individuals in the greater metropolitan Washington DC area. Our founders comprise seasoned bankers, investors, and business professionals who understand the needs of our target market. The recent consolidation...


  • Bethesda, Maryland, United States Truist Full time

    Job Overview:Are you enthusiastic about delivering outstanding customer experiences and positively influencing clients' financial journeys? Become a vital part of our team at Truist Financial Corporation as a Client Service Representative.Key Responsibilities: Foster positive client interactions and provide top-notch service during all transactions. Guide...


  • Bethesda, Maryland, United States Zeiders Enterprises Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Customer Service/ Administrative Support professional to join our team at Zeiders Enterprises, Inc. As a key member of our team, you will provide exceptional customer service and administrative support to our clients.Key ResponsibilitiesProvide basic information and referral services to clients,...


  • Bethesda, Maryland, United States Addison Group Full time

    Job SummaryThe Addison Group is seeking a highly skilled and bilingual Customer Service Representative to join our team in Bethesda, MD. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving customer issues, and driving sales growth.Key ResponsibilitiesProvide top-notch customer...


  • Bethesda, Maryland, United States cFocus Software Incorporated Full time

    Job SummarycFocus Software Incorporated is seeking highly skilled Customer Service Representatives to support the National Institutes of Health (NIH) Call Center Services (CCS) program. As a key member of our team, you will provide exceptional customer service and support to our clients, ensuring a positive and professional experience.Responsibilities and...


  • Bethesda, Maryland, United States cFocus Software Incorporated Full time

    Job SummarycFocus Software Incorporated is seeking highly skilled Customer Service Representatives to support the National Institutes of Health (NIH) Call Center Services (CCS) program. As a key member of our team, you will provide exceptional customer service and support to our clients, ensuring a positive and efficient experience.Responsibilities and...