Top 218 Wealth management client Jobs in Columbia, 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
Wealth Management Trainee (MD)
Bankers Life —Gaithersburg, MD
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Senior Project Manager – Commercial Drywall
JLM HR Consulting LLC —Crofton, MD
- $130,000 - $165,000 a year
- Full-time
- Construction site
- Mentoring
- In-person
- Paid holidays
- Health insurance
10d
Financial Services Professional - Hybrid Remote (MD)
Bankers Life —Gaithersburg, MD
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
VP, Financial Consultant - Columbia, MD
Charles Schwab —Columbia, MD
- $75,000 - $95,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
IP Litigation Associate - Bio-Pharm
Everforth —Washington, DC
- $260,000 - $365,000 a year
- Full-time
- Writing skills
- Mid-level
- US work authorization
- Health insurance
Quick Apply
8h
Wealth Management Trainee (MD)
Bankers Life —Glen Burnie, MD
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
CPA Firm Accountant & Tax Advisor- Grow at Sullivan & Company CPAs
Sullivan & Company CPAs —Bethesda, MD
- $65,000 - $120,000 a year
- Full-time
- Office
- QuickBooks
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Retirement Financial Planner
Sentinel Asset Management LLC —Columbia, MD
- From $50,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Relocation assistance
- 401(k) 4% Match
Quick Apply
Registered Client Associate/Client Associate
Royal Bank of Canada —Baltimore, MD
- $35,000 - $65,000 a year
- Full-time
- Word processing
- Research
- Office
- Disability insurance
- Health insurance
Client Service Associate
Morgan Stanley —Baltimore, MD
- $34,320 - $90,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Wealth Client Associate
M&T Bank —Baltimore, MD
- $24.87 - $41.45 an hour
- Full-time
- Hybrid work
- Word processing
- Office
- Bachelor's degree
Client Service Coordinator
Ameriprise Financial —Owings Mills, MD
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid time off
- Life insurance
3d
Marketing + Client Services Coordinator
Keller Williams Capital Properties —Bethesda, MD
- Hybrid work
- Mid-level
- Office
- 1 year
Quick Apply
Relationship and Operations Associate
Carson Group —Cockeysville, MD
- $55,000 - $67,500 a year
- Microsoft Outlook
- Research
- Mid-level
- Health savings account
- AD&D insurance
1d
Client Service Associate
Waverly Advisors, LLC —Baltimore, MD
- 5 years
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Retirement Plan Administration Consultant
Blue Ridge Associates —Columbia, MD
- Full-time
- Remote
- Microsoft Word
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Internal Audit Associate - Wealth Management Operations
Morgan Stanley —Baltimore, MD
- $86,000 - $126,500 a year
- Full-time
- CPA
- Mid-level
- Office
- Health savings account
- Paid holidays
Wealth Building Coach
Baltimore Regional Housing Partnership —Baltimore, MD
- $60,000 - $63,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- 3 years
- 403(b) matching
- Disability insurance
Quick Apply
Systems Analyst, Infrastructure
Lafayette Federal Credit Union —Rockville, MD
- $33.38 - $41.72 an hour
- Full-time
- Hybrid work
- Mid-level
- Commuter assistance
- Paid holidays

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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

wealth management client jobs in columbia, md

Client Service Associate

Wealth Management Trainee (MD)

Senior Project Manager – Commercial Drywall

Financial Services Professional - Hybrid Remote (MD)

VP, Financial Consultant - Columbia, MD

IP Litigation Associate - Bio-Pharm

Wealth Management Trainee (MD)

CPA Firm Accountant & Tax Advisor- Grow at Sullivan & Company CPAs

Retirement Financial Planner

Registered Client Associate/Client Associate

Client Service Associate

Wealth Client Associate

Client Service Coordinator

Marketing + Client Services Coordinator

Relationship and Operations Associate

Client Service Associate

Retirement Plan Administration Consultant

Internal Audit Associate - Wealth Management Operations

Wealth Building Coach

Systems Analyst, Infrastructure

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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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