Client Associate Salaries in Bethesda, MD

This is an active, people-focused role designed for someone who thrives in a collaborative environment and is ready to develop professional communication and…

$3,600 - $4,600 a month

10 days ago

Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision. 401(k) with company match.

$60,000 - $80,000 a year

Strong interest in financial planning and investments, with a desire to grow and develop in the role. Other rewards may include an annual cash bonus and a…

$55,000 - $65,000 a year

Answers the telephone promptly, refers calls to the appropriate area, and identifies and refers urgent calls correctly. Accurately performs daily data entry.

$37,440 - $38,440 a year

Strong interest in financial planning and investments, with a desire to grow and develop in the role. Other rewards may include an annual cash bonus and a…

$55,000 - $65,000 a year

Series 7 and/or Series 66 certification. Strong written and verbal communication skills with a professional demeanor. Bachelor's Degree or relevant experience.