Top 1603 Client associate Jobs in Bethesda Md

Client Service Associate
B.F. Saul Company —Bethesda, MD
- $60,000 - $80,000 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Online Chat support
Qureos Inc —Washington, DC
- $25 - $34 an hour
- Full-time
- Computer literacy
- Typing
- Communication skills
10d
Client Service Associate
Focus Financial Partners —Bethesda, MD
- $55,000 - $65,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Account Associate -- Client Services
DCI Group —Washington, DC
- $60,000 a year
- Full-time
- Writing skills
- Office
- Communication skills
Quick Apply
Apple/macOS Subject Matter Expert (Computer Engineering, Senior Associate)
The MIL Corporation —Washington, DC
- $131,000 - $145,000 a year
- Bachelor of Science
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
Associate Attorney
King Hall, LLC —Ellicott City, MD
- $70,000 - $80,000 a year
- Full-time
- Writing skills
- Mid-level
- Travel
- 401(k)
- Paid time off
Quick Apply
Associate Attorney - Family Law
Joseph, Greenwald & Laake, P.A —Rockville, MD
- $115,000 - $130,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Associate
Stravitz Law Firm, P.C. —Lanham, MD
- $95,000 - $125,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
1d
Associate Veterinarian - Leesburg, VA
Lansdowne Animal Hospital —Leesburg, VA
- Full-time
- Mid-level
- Leadership
- Communication skills
- Health savings account
- Relocation assistance
Quick Apply
Lead Data Center Construction
Infrastructure Technologies Inc —Ashburn, VA
- $28 - $38 an hour
- 8 hour shift
- Background check
- Customer service
- 5 years
- Paid training
- Health insurance
Quick Apply
Technician, Smart Home Systems
Sight and Sound Systems, Inc. —Sterling, VA
- $20 - $25 an hour
- Overtime
- Carpentry
- Background check
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Associate
MVAR Media —Alexandria, VA
- From $100,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Full-Time Mold Remediation Sales Associate & Estimator – Level II
Mold Cure —Washington, DC
- From $80,000 a year
- Weekends as needed
- Clean driving record
- No experience needed
- Mid-level
- Paid holidays
- Health insurance
Senior Associate Attorney
Family Legal Advocacy Group, LLC —Columbia, MD
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- In-person
- Opportunities for advancement
Quick Apply
Luxury Furniture Sales Associate (Monthly Salary + Commission)
Livoro —Sterling, VA
- $3,000 a month
- Full-time
- Bilingual
- Merchandising
- Driver's License
- Employee discount
Quick Apply
Car Sales Associate
True Gear Motors —Falls Church, VA
- $500 - $3,000 a week
- Part-time
- Background check
- Spanish
- Dealership
Quick Apply
CSR/Dispatcher
Accelerated, Inc. —Sterling, VA
- From $22 an hour
- Full-time
- Background check
- Microsoft Outlook
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
Associate Veterinarian | Strong Mentorship | Collaborative Team
Paws & Claws Animal Hospital —Damascus, MD
- $110,000 - $160,000 a year
- Full-time
- Surgery
- In-person
- Entry level
- Health savings account
- Health insurance
Quick Apply
Staff Attorney / Associate Attorney
Rathbone Group —Maryland
- $60,000 - $68,000 a year
- Full-time
- Remote
- Microsoft Word
- CRM software
- Background check
- Paid holidays
- Disability insurance
Quick Apply
SweatHouz National Landing Sales Associate
Traction Wellness Group —Arlington, VA
- $18 - $21 an hour
- Part-time
- High school diploma or GED
- In-person
- Entry level
9d

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Client Service Associate

B.F. Saul Company -
Bethesda, MD

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Referral program

Qualifications

Customer communication
Professional ethics
Productivity software
Technical Proficiency

Full Job Description

Company Overview:

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

Position Summary

We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by supporting day-to-day account operations and administrative functions. The ideal candidate is organized, completes administrative duties accurately and thrives in a fast-paced environment where multitasking and prioritizing competing demands are key to success.

Supervisory Responsibilities This position has no direct supervisory responsibilities.

Summary of Competitive Benefits & Perks:

Health/Medical Insurance including Dental and Vision
401(k) with company match
Paid time off
Bonus/Target Incentive
Tuition Reimbursement
Complimentary usage of modern in-house fitness center
On-premise full-service dining center discounts
Discounts via the company’s EAP
Monthly Employee Recognition Programs
Referral bonus
Pre-tax transportation options
Plus more!

Essential Job Functions of a Client Service Associate:

Deliver exceptional service by communicating clearly and effectively with clients and internal team members.
Respond promptly to requests and inquiries, resolving issues with a client-first approach
Prepare and process cash contributions and distributions upon receipt of appropriate documentation, ensuring compliance and attention to detail
Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision.
Monitor daily cash positions and account activity; work closely with the team to resolve overdrafts and reconcile discrepancies
Facilitate stock transfers related to gifting transactions and ensure timely and accurate execution
Process retirement distributions in accordance with firm policies, procedures and regulatory guidelines
Utilize internal CRM platform and trust accounting system to complete administrative services including account maintenance, report generation and document management
Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies
Support special projects and complete assignments with minimal supervision and high attention to detail
Perform various administrative and operational tasks in a deadline-driven environment while maintaining a high level of accuracy and quality.

Required Skills and Abilities of a Client Service Associate:

Meticulous attention to detail and a commitment to accuracy in all tasks
Ability to multitask, prioritize, and manage time effectively in a high-volume, fast paced setting
Strong organizational and follow-through skills
Excellent verbal and written communication skills
High level of professionalism, discretion and integrity
Client-centric mindset with a proactive, problem-solving attitude
General knowledge of investment products
Comfortable with technology and systems; proficiency in Microsoft Office required
Demonstrated ability to work independently and collaboratively within a team environment

Required Education / Experience of a Client Service Associate:

1-2 years of experience in client services
Bachelor’s Degree or equivalent work experience
Prior experience in wealth management, financial services or client support roles strongly preferred

Working Conditions / Physical Requirements / Travel:

This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.
This position does not require travel.

Core Company Competencies:

Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
Teamwork: Working with a common goal and contributing to a team development.

Core Job Competencies:

Customer service focus – responds to customer service requests in a timely, professional, and enthusiastic manner; gives high priority to customer satisfaction.
Reliability – Consistently good in quality and performance; ability to be trusted and depended on in one’s job
Integrity – Upholding generally accepted social and ethical standards in job-related activities and behaviors.

Quick Apply

Refine Your Search

client associate jobs in bethesda md

Client Service Associate

Online Chat support

Client Service Associate

Account Associate -- Client Services

Apple/macOS Subject Matter Expert (Computer Engineering, Senior Associate)

Associate Attorney

Associate Attorney - Family Law

Associate

Associate Veterinarian - Leesburg, VA

Lead Data Center Construction

Technician, Smart Home Systems

Senior Associate

Full-Time Mold Remediation Sales Associate & Estimator – Level II

Senior Associate Attorney

Luxury Furniture Sales Associate (Monthly Salary + Commission)

Car Sales Associate

CSR/Dispatcher

Associate Veterinarian | Strong Mentorship | Collaborative Team

Staff Attorney / Associate Attorney

SweatHouz National Landing Sales Associate

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Summary of Competitive Benefits & Perks:

Essential Job Functions of a Client Service Associate:

Required Skills and Abilities of a Client Service Associate:

Required Education / Experience of a Client Service Associate:

Working Conditions / Physical Requirements / Travel:

Core Company Competencies:

Core Job Competencies:

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