Top 110 Client services 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
9d
Associate Client Executive, Commercial Risk - IAS Mid-Atlantic
The Baldwin Group —Bethesda, MD
- From $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Client Success Associate
Maryland Business Associates —Hyattsville, MD
- $1,000 - $1,500 a week
- Full-time
- In-person
- Communication skills
- Entry level
Quick Apply
3d
Client Service Associate I
Northwest Federal Credit Union —Herndon, VA
- $26.89 - $45.74 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
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
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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
Client Support Associate
Z S Connections MD —Lanham, MD
- $3,600 - $4,600 a month
- Full-time
- Background check
- Computer literacy
- High school diploma or GED
Quick Apply
3d
Client Services Associate
DSPolitical —Washington, DC
- $50,000 a year
- Full-time
- Background check
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Loan repayment program
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Client Services Associate
RH —McLean, VA
- $27 - $31 an hour
- Full-time
- Office
- Communication skills
- Entry level
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Client Services Team Assistant
B.F. Saul Company —Bethesda, MD
- $60,000 - $80,000 a year
- Full-time
- Office
- Bachelor's degree
- Travel
- Disability insurance
- Health insurance
Quick Apply
Client Associate
Gallagher Benefit Services —Rockville, MD
- $39,500 - $77,000 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid parental leave
- Health savings account
Client Experience Associate - Wheaton
PNC Financial Services Group —Silver Spring, MD
- $40,500 - $67,500 a year
- Full-time
- Office
- No degree
- In-person
- Wellness program
- Health savings account
11d
Client Service Associate
Focus Partners Wealth —Bethesda, MD
- $55,000 - $65,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental 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
Client Service Associate
Ameriprise Financial —Bethesda, MD
- $54,000 - $68,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Sales & Customer Service Assistant Property Manager
Storage Partners —Lorton, VA
- $16 - $20 an hour
- Full-time
- Bilingual
- Hospitality
- Customer service
- Opportunities for advancement
Quick Apply
Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Crowe —Washington, DC
- $142,900 - $301,300 a year
- Full-time
- DevOps
- Bachelor's degree
- Mentoring
Quick Apply
Registered Client Service Associate
Citi —Bethesda, MD
- $74,390 - $103,810 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Client Advocate I (Meritain Health)
CVS Health —Washington, DC
- $43,888 - $102,081 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
2d
Client Service Associate
SPC Financial —Rockville, MD
- Office
- Bachelor's degree
- Experience equivalent to degree accepted

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Client Services Associate

Birks Financial Corp
Herndon, VA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year
9 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

client services associate jobs in bethesda md

Client Services Associate

Associate Client Executive, Commercial Risk - IAS Mid-Atlantic

Client Success Associate

Client Service Associate I

WIC - Client Service Associate

Client Service Associate

Client Support Associate

Client Services Associate

Client Services Associate

Client Services Team Assistant

Client Associate

Client Experience Associate - Wheaton

Client Service Associate

Client Service Associate

Client Service Associate

Sales & Customer Service Assistant Property Manager

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

Registered Client Service Associate

Client Advocate I (Meritain Health)

Client Service Associate

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

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