Top 1542 Client associate Jobs in Temple Hills 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
Sales Associate - Mercedes-Benz Silver Spring
Mercedes Benz of Silver Spring —Silver Spring, MD
- $50,000 - $200,000 a year
- Full-time
- Clean driving record
- Dealership
- Mid-level
Quick Apply
2d
Immigration Receptionist
Law Office of Miguel Palmeiro —Arlington, VA
- $18 - $22 an hour
- Urgently hiring
- Spanish
- Microsoft Outlook
- English
- 401(k)
- Paid time off
Quick Apply
3d
Sales Associate
Affordable Signs & Banners —Alexandria, VA
- $18 - $25 an hour
- Full-time
- Math
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
3d
Account Associate -- Client Services
DCI Group —Washington, DC
- $60,000 a year
- Full-time
- Writing skills
- Office
- Communication skills
Quick Apply
Retail Associate - Georgetown
Aritzia —Washington, DC
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
CLIENT SERVICES REP BEHAVIORAL HEALTH
Whitman-Walker Health —Washington, DC
- $19.00 - $23.75 an hour
- Weekends as needed
- HIPAA
- Analysis skills
- Experience equivalent to degree accepted
Quick Apply
7d
Operations Associate - Part Time
Sephora —Oxon Hill, MD
- $21.75 - $24.88 an hour
- Part-time
- Sales
- Merchandising
- Ability to lift 50 pounds
- Health insurance
Stock Associate
Steve Madden —National Harbor, MD
- $15 - $16 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Cleaning
- Employee assistance program
- Employee discount
Quick Apply
Associate Client Advocate
WTW —Arlington, VA
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Analysis skills
- Presentation skills
- Paid jury duty
- Health savings account
Fraud Associate Level I
XTREME SOLUTIONS INC —Washington, DC
- Full-time
- Office
- Quality control
- SharePoint
Client Relations Associate - Entry Level
HHV —Alexandria, VA
- $40,000 - $55,000 a year
- Full-time
- Sales
- Marketing
- Inventory management
Quick Apply
7d
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
Office Services Associate
Opensity Solutions —Washington, DC
- $21.80 an hour
- Full-time
- Hospitality
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Workplace Services Associate - Onsite DC Office
NORC at the University of Chicago —Washington, DC
- $50,000 - $76,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid parental leave
- Paid holidays
Sales Associate (Part-Time) - Old Town Alexandria
ALO —Alexandria, VA
- $17 - $19 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Commuter assistance
- Health insurance
Quick Apply
CUSTOMER CARE ASSOCIATE - A
Colonial Parking Inc —Washington, DC
- $19.20 an hour
- Weekends as needed
- Experience equivalent to degree accepted
- Associate's degree
- 2 years
Quick Apply
Stock Associate - City Center
FERRAGAMO USA INC —Washington, DC
- $21 - $22 an hour
- Weekends as needed
- Ability to lift 50 pounds
- Communication skills
- Entry level
Quick Apply
10d
Client Service Associate - Greenbelt, MD
Advisor Talent Solutions —Greenbelt, MD
- $65,000 - $85,000 a year
- Mid-level
- Office
- 3 years
- Health savings account
- Paid holidays
Quick Apply
Sales Associate
Chico's —National Harbor, MD
- $15.30 - $19.15 an hour
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
- Paid holidays
- Disability insurance

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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 temple hills md

Client Service Associate - Financial Services

Sales Associate - Mercedes-Benz Silver Spring

Immigration Receptionist

Sales Associate

Account Associate -- Client Services

Retail Associate - Georgetown

CLIENT SERVICES REP BEHAVIORAL HEALTH

Operations Associate - Part Time

Stock Associate

Associate Client Advocate

Fraud Associate Level I

Client Relations Associate - Entry Level

WIC - Client Service Associate

Office Services Associate

Workplace Services Associate - Onsite DC Office

Sales Associate (Part-Time) - Old Town Alexandria

CUSTOMER CARE ASSOCIATE - A

Stock Associate - City Center

Client Service Associate - Greenbelt, MD

Sales Associate

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