Top 1572 Client associate Jobs in Bethesda Md

Client Service Associate - Financial Services
YTS Wealth Management, LLC —Tysons, VA
- $60,000 - $65,000 a year
- Weekends as needed
- Background check
- Customer service
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
Associate Software Developer
Constellation Inc —Washington, DC
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- Computer Science
- Mid-level
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
8d
Office Associate
NuSep, INC. —Germantown, MD
- $15 - $20 an hour
- Part-time
- ERP systems
- Maintenance
- Office
- Health insurance
- Tuition reimbursement
Quick Apply
Single Family Products and Strategy Associate
Fannie Mae —Washington, DC
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
9d
Sales Associate (Part-Time) - Bethesda Row
ALO —Bethesda, MD
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Health insurance
- Dental insurance
Quick Apply
Retail Associate - Georgetown
Aritzia —Washington, DC
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
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
9d
Sales Associate II
Coach —Bethesda, MD
- $15.00 - $24.25 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Sales Support Associate III
Coach —Bethesda, MD
- $15.00 - $21.75 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
WIC - Client Service Associate
Community Clinic Inc. —Silver Spring, MD
- $37,440 - $38,440 a year
- Full-time
- Spanish
- Maintenance
- English
- Tuition reimbursement
- Paid time off
Quick Apply
Records Associate
Forrest Solutions LLC —Washington, DC
- $30 an hour
- Full-time
- Office
- Administrative experience
- Continuous improvement
Quick Apply
Daytime Resident Experience Associate
Bozzuto —Bethesda, MD
- $24.04 - $25.00 an hour
- Weekends as needed
- Writing skills
- Residential
- Computer skills
- Paid holidays
- Health insurance
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
Sales Associate - Mens, Full Time - Chevy Chase
Bloomingdale’s —Chevy Chase, MD
- $17.00 - $34.05 an hour
- Weekends as needed
- Merchandising
- High school diploma or GED
- Ability to lift 25 pounds
- Paid holidays
- Disability insurance
Clinical Research Associate I - CDP
Henry M. Jackson Foundation —Bethesda, MD
- $25.38 - $36.06 an hour
- Part-time
- Remote
- University
- Entry level
- Health insurance
- Dental insurance
10d
Associate Teacher
Bright Horizons —Chevy Chase, MD
- $18.00 - $22.40 an hour
- Full-time
- School experience
- Classroom
- 18 years or older
- Paid holidays
- Disability insurance
Quick Apply
6d
Commission Sales Associate - Mens, Part Time - Chevy Chase
Bloomingdale’s —Chevy Chase, MD
- $17 - $30 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 25 pounds
- Paid holidays
- Disability insurance
Commission Sales Associate - Womens Ready to Wear, Part Time - Chevy Chase
Bloomingdale’s —Chevy Chase, MD
- $17 - $30 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 25 pounds
- Paid holidays
- Disability insurance
Account Associate -- Client Services
DCI Group —Washington, DC
- $60,000 a year
- Full-time
- Writing skills
- Office
- Communication skills
Quick Apply

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Client Service Associate - Financial Services

YTS Wealth Management, LLC -
Tysons, VA

Quick Apply

Job Details

Full-time
$60,000 - $65,000 a year

Benefits

Travel reimbursement
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial sales
Series 6
Customer service
Series 66
Series 7
Bachelor's degree
Securities Industry Essentials
Financial services
Series 65
Series 63

Full Job Description

Employer Description

Join a Rapidly Growing National Wealth Management Firm

YTS Wealth Management offers a modern, team-driven, and family-oriented environment built on collaboration, professionalism, and a solution-focused mindset.

Since 2019, YTS has grown from $85 million in assets under management with four employees to more than $1.7 billion in AUM supported by 50+ professionals nationwide. Our continued expansion is driven by strong leadership, exceptional client service, and a commitment to developing our people.

Key Responsibilities:

Manage document handling through scanning, emailing, faxing, and e-filing.
Perform data entry with accuracy and attention to detail.
Facilitate the opening of new accounts and associated processes.
Process and address account service requests promptly and efficiently.
Answer client phone calls and provide professional support as needed.
Utilize Microsoft Office Suite, Wealthbox CRM, and Monday.com for daily tasks and project management.
Travel periodically to new office locations to support development initiatives.
Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
Complete additional tasks and projects as assigned.

Essential Skills for Success:

Represent our core values.
Strong ability to multitask in a dynamic environment.
Exceptional communication skills, both verbal and written.
Effective time management to ensure deadlines are met.
Self-motivated with a proactive approach to tasks.
Uphold professionalism and a consistently positive attitude.
Collaborative team player with strong interpersonal skills.
Quick-thinking and resourceful in solving problems.

Growth Opportunities:

Engage in our community outreach events for networking and charities.
Build relationships through direct client and advisor interactions.
Work independently or collaborate with teams on a variety of projects.
Access paid and reimbursed continuing education opportunities.
Enjoy uncapped earning potential and career advancement.

Starting salary ranges from $60,000 - $65,000 per year. Relevant experience includes:

Working with data entry, numbers, sensitive and confidential information
Having relevant office experience
Directly working in the financial services industry
Experience working with our Broker Dealer, LPL Financial
Education in finance, having financial certifications, and/or securities licenses

Benefits:

9 Full paid holidays (if falling during Mon-Fri)
Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
Reimbursed travel expenses
10 days of Paid Time Off
401(k) dollar for dollar match up to 4%
Maternity and Paternity leave
Medical - Dental - Vision - HRA - Life Insurance

Observed Holiday's with Full Pay:

New Year's Day
Good Friday
Memorial Day
Independence Day
Thanksgiving Day
Day after Thanksgiving
Christmas Eve
Christmas Day
New Year's Eve

Candidates must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.

Job Type: Full-time

Schedule:

Monday to Friday
Daylight shift
Candidates should be open to some evening and weekend hours for networking opportunities, client appreciation events, and to support team initiatives.

Education:

Bachelor's (Required)

Experience:

Customer service: 2 years (Required)

Ability to Relocate:

8260 Greensboro Drive, Tysons, VA 22102: Relocate before starting work (Required)
Relocation expenses are not reimbursed
Commute expenses are not reimbursed

Work Location: Full-time In person. Hybrid positions are not available.

Legal & Compliance Disclosures

Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

401(k)
Health insurance
Life insurance

License/Certification:

Securities Industry Essentials (Preferred)
Series 7 (Preferred)
Series 6 (Preferred)
Series 63 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in bethesda md

Client Service Associate - Financial Services

Associate Software Developer

Office Associate

Single Family Products and Strategy Associate

Sales Associate (Part-Time) - Bethesda Row

Retail Associate - Georgetown

Client Service Associate

Online Chat support

Sales Associate II

Sales Support Associate III

WIC - Client Service Associate

Records Associate

Daytime Resident Experience Associate

Client Service Associate

Sales Associate - Mens, Full Time - Chevy Chase

Clinical Research Associate I - CDP

Associate Teacher

Commission Sales Associate - Mens, Part Time - Chevy Chase

Commission Sales Associate - Womens Ready to Wear, Part Time - Chevy Chase

Account Associate -- Client Services

I want to receive the latest job alert for client associate in bethesda md

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