Top 785 Entry level associate Jobs in Bethesda, Md

Client Services Associate
Birks Financial Corp —Herndon, VA
- $55,000 - $85,000 a year
- Full-time
- Hospitality
- Inventory management
- Office
- Paid holidays
- Health insurance
Quick Apply
11d
Sales Associate
7th Avenue —Washington, DC
- $28 - $30 an hour
- Full-time
- Mid-level
- Organizational skills
- 2 years
- Health insurance
- Dental insurance
Quick Apply
6d
Validation Engineer Entry level
Validation Associates LLC —Herndon, VA
- $30 - $33 an hour
- Contract
- Engineering
- Analysis skills
- Bachelor's degree
- Relocation assistance
- Health insurance
Quick Apply
10d
Laboratory Technical Specialist
Loudoun Medical Group dba KPC Diagnostics —McLean, VA
- $47,000 - $57,000 a year
- Full-time
- Clean driving record
- Surgery
- Bachelor of Science
- Profit sharing
- COVID-19 protective measures
Quick Apply
Entry-Level Marketing Position - Travel Role
HCP Concierge —Silver Spring, MD
- $43,000 a year
- Monday to Friday
- Clean driving record
- Customer service
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Warehouse Associate (Data Center)
ROCS —Fairfax, VA
- $18 - $22 an hour
- Overtime
- Background check
- Construction site
- Pass drug screening
- Paid training
- Wellness program
Quick Apply
6d
Front End Entry Level
Safeway —Bethesda, MD
- $15.00 - $21.50 an hour
- Part-time
- Cash register
- Fair chance
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
13d
Entry Level Background Investigator
CACI —Washington, DC
- $26.07 an hour
- Part-time
- Ability to walk for extended periods
- Writing skills
- English
- Health insurance
Store Crew
7-Eleven —North Kensington, MD
- $18.00 - $24.12 an hour
- Ability to lift 50 pounds
- Fair chance
- Entry level
- Paid holidays
- 401(k)
Data Processing Specialist, Associate
LCG, Inc. —Rockville, MD
- $20 - $25 an hour
- PRN
- Remote
- 7 years
- Computer literacy
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
Warehouse Associate
Wesco —Gaithersburg, MD
- $20.82 - $24.98 an hour
- Urgently hiring
- Computer literacy
- Maintenance
- No experience needed
- Health insurance
- Dental insurance
Records Support Associate Level I
Xtreme Solutions Inc —Washington, DC
- $21 - $22 an hour
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Commuter assistance
- Paid holidays
Quick Apply
Junior Operations Associate
Lime —Washington, DC
- $30 an hour
- Full-time
- Background check
- Clean driving record
- English
Quick Apply
Production Associate
Renuity —Landover, MD
- Overtime
- No experience needed
- High school diploma or GED
- Manufacturing
- On-the-job training
Quick Apply
Warehouse Associate - Entry Level
Ferguson Enterprises, LLC —Chantilly, VA
- $17.95 - $26.92 an hour
- Overtime
- Background check
- Forklift
- Residential
- Paid parental leave
- Health insurance
10d
Deli Clerk
Balducci's —Bethesda, MD
- $15.00 - $20.50 an hour
- Part-time
- 18 years or older
- Merchandising
- Fair chance
- Paid holidays
- Disability insurance
Quick Apply
13d
Office Assistant
MedStar Health —Alexandria, VA
- $18.00 - $29.74 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
Deli Clerk
Safeway —Wheaton, MD
- $15.00 - $20.50 an hour
- Part-time
- 18 years or older
- Fair chance
- Guest services
- Paid holidays
- Disability insurance
Quick Apply
14d
Retail Sales and Store Support
Safeway —Silver Spring, MD
- $15.00 - $21.50 an hour
- Part-time
- Cleaning
- Fair chance
- Grocery store experience
- Paid holidays
- Disability insurance
Quick Apply
Entry-Level Associate (Commercial)
EAB —Washington, DC
- $41,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Commuter assistance
- Paid parental leave

I want to receive the latest job alert for entry level associate in bethesda, md

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

entry level associate jobs near bethesda, md

Support Associate jobs in Washington, DC

Laboratory Technician jobs in McLean, VA

Retail Sales Associate jobs in Silver Spring, MD

Entry Level Associate jobs in Washington, DC

Background Investigator jobs in Washington, DC

Warehouse Associate jobs in Fairfax, VA

Warehouse Associate jobs in Chantilly, VA

Operations Associate jobs in Washington, DC

Deli Associate jobs in Wheaton, MD

Sales Associate jobs in Washington, DC

Office Assistant jobs in Alexandria, VA

Validation Engineer jobs in Herndon, VA

Front End Associate jobs in Coventry, RI

Front End Associate jobs in Crystal Lake, IL

End User Computing jobs in New York, NY

Front Desk jobs in Walt Disney World, FL

Front End Associate jobs in San Antonio, TX

Front End Associate jobs in Fair Haven, NJ

Data Specialist jobs in Schenectady, NY

Data Specialist jobs in Richmond, VA

Client Services Associate

Birks Financial Corp
Herndon, VA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year
11 days ago

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
401(k) 4% Match
401(k) matching

Qualifications

Executive administrative support
Bachelor's degree
Client services
Organizational skills
Financial services
Productivity software
Technical Proficiency

Full Job Description

Firm Summary

Birks Financial is a small wealth management firm with established marketing, new client acquisition, and client servicing processes that has been in business for 30 years. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning. The firm is currently expanding the team to service the firm’s existing and new clients to manage new growth. Birks Financial currently manages ~$300M in client assets and brings on 12 clients/$25M annually. The goal is to grow to manage $1B in client assets in 10 years (by 2035).

Position Summary

The Client Services Associate (CSA) is responsible for delivering white-glove, concierge-level client service and operational support to ensure a seamless client experience. This role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. For CSAs who wish to develop along the advisory track, this role can be scoped to include paraplanning support.

Key Responsibilities

· Client Service & Communication

o Serve as the first point of contact for client inquiries via phone, email, or portal.

o Be the key voice of Birks Financial.

o Provide timely, accurate responses and proactive updates to clients.

o Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.

o Must be proactive and confident in answering incoming calls promptly, ensuring client needs are addressed with professionalism and a solutions-oriented approach.

o Helps the lead advisor to manage client expectations around custodian requests.

o Support thoughtful outreach around key client dates.

· Account Administration

o Process account openings, transfers, and maintenance requests.

o Conduct rollover calls and client onboarding processes.

o Coordinate with custodians and vendors to ensure accurate and timely execution of transactions.

o Maintain organized and compliant client records in CRM and document management systems.

o Assist in billing processes.

· Operational Support

o Monitor workflows to ensure deadlines are met and tasks are completed accurately.

o Update and create new workflows as necessary to help run business.

o Support compliance processes, including document retention and audit preparation.

o Accurate data entry and comprehensive client information management.

· Marketing Support

o Manage attendance and marketing for new client seminars.

o Attend evening marketing seminars (14 times per year).

o Conduct seminar scheduling follow-up.

· Team Collaboration

o Work closely with the Lead Advisor to ensure a consistent client experience.

o Participate in team meetings and contribute to process improvements.

o Actively contribute ideas and best practices from previous experiences to improve operations.

· Office Management

o Maintain office supplies inventory (e.g., pens, paper, printer ink) and reorder as needed.

o Ensure common areas (kitchen, meeting rooms) are tidy and stocked (e.g., dishes, coffee supplies).

o Coordinate with vendors for office equipment maintenance and repairs.

o Support onboarding of new team members with workspace setup.

· Paraplanning (depending on CSA advisory track)

o Help with tax & financial planning software data entry and report generation.

o Assist with preparation of financial reports, statements, and client deliverables.

o Assist in financial plan preparation

o Assist in annual review/client call preparation

Other duties as assigned.

Qualifications

Bachelor’s degree in business, finance, accounting, or related field preferred.
1–3 years of experience in financial services, client service, or related high-touch industries preferred, but not required.
Background as an executive assistant or in luxury service industries (hospitality, retail, etc.) is highly desirable.

Skills & Characteristics

Strong organizational skills and attention to detail.
Strong interpersonal skills are non-negotiable

Technology Proficiency

Highly desirable: Charles Schwab, CRMs (WealthBox), eMoney, Holistiplan, DocuSign
Non-negotiable: Microsoft Office.

Performance Metrics

Client satisfaction and responsiveness (e.g., inquiries addressed within 24 hours).
Accuracy of client documentation and error-free processing.
Compliance with regulatory and firm standards.
Contribution to team collaboration and operational efficiency.

· Office readiness and supply management effectiveness.

Compensation & Benefits:

Total Compensation: $55,000 - $85,000

Additional Compensation/Bonus Structure:

· Discretionary bonus/profit share based on individual performance metrics and overall firm growth.

Professional Growth & Development:

· Funded training and professional certifications

· Clear upward career mobility (Senior CSA, Chief of People, Advisor track, etc.)

· Salary increase upon attainment of advisory license

Benefits:

Health insurance
401(k) eligibility and 4% employer match
Paid bank holidays
Paid vacation time

Pay: $55,000.00 - $85,000.00 per year

Benefits:

401(k)
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

entry level associate jobs in bethesda, md

Client Services Associate

Sales Associate

Validation Engineer Entry level

Laboratory Technical Specialist

Entry-Level Marketing Position - Travel Role

Warehouse Associate (Data Center)

Front End Entry Level

Entry Level Background Investigator

Store Crew

Data Processing Specialist, Associate

Warehouse Associate

Records Support Associate Level I

Junior Operations Associate

Production Associate

Warehouse Associate - Entry Level

Deli Clerk

Office Assistant

Deli Clerk

Retail Sales and Store Support

Entry-Level Associate (Commercial)

I want to receive the latest job alert for entry level associate in bethesda, md

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected