Top 1210 Customer service representative Jobs in Wheaton, 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
8d
Customer Service Dispatcher
Quality Air Services, LLC —Rockville, MD
- Up to $22 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Call Center Agent
Zimmerman Associates, Inc. —Bethesda, MD
- $21.50 an hour
- Microsoft Outlook
- Computer literacy
- Primary Care
2h
eCommerce Sr. Product Support Analyst
Addison Group —Washington, DC
- $30 - $33 an hour
- Monday to Friday
- Mid-level
- Office
- SharePoint
- Dental insurance
- 401(k)
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Call Center Manager
Confidential —Rose Hill, VA
- $70,000 - $95,000 a year
- Full-time
- Background check
- Mid-level
- Residential
- Paid training
- Paid holidays
Quick Apply
13d
Call Center Representative
Engel & Völkers Washington DC —Washington, DC
- $27.10 - $31.23 an hour
- Part-time
- Remote
- Analysis skills
- US work authorization
- Organizational skills
- 401(k)
- Paid time off
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7h
Customer Service Representative
EagleBank —Rockville, MD
- $23.24 - $33.01 an hour
- Full-time
- Office
- High school diploma or GED
- Communication skills
- Health savings account
- 401(k) 4% Match
8d
Access Call Center Representative
Children's National Hospital —Silver Spring, MD
- $18.54 - $30.89 an hour
- Full-time
- Computer literacy
- Mid-level
- High school diploma or GED
- Commuter assistance
- AD&D insurance
10d
Customer Service Associate Representative - Cigna Healthcare - Remote
The Cigna Group —Washington, DC
- $17.75 - $19.00 an hour
- Online Application
- Remote
- Basic math
- Research
- Windows
- Paid holidays
- Health insurance
2d
Customer Support Specialist
Serenity Mental Health Centers —Bethesda, MD
- $25 - $30 an hour
- Full-time
- Background check
- Caregiving
- Pass drug screening
- Paid training
- Paid holidays
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Customer Service Advisor - Call Center
WSSC Water —Laurel, MD
- $28.22 - $47.98 an hour
- Full-time
- Writing skills
- Basic math
- English
10d
Customer Service Associate I
Dollar Tree —Wheaton, MD
- $18.00 - $18.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Emergency Customer Service Advisor (Call Center)
WSSC Water —Laurel, MD
- $28.22 - $47.98 an hour
- Full-time
- Writing skills
- Basic math
- English
Retail Customer Service Associate
FedEx Office —Silver Spring, MD
- $19.70 - $23.17 an hour
- Full-time
- High school diploma or GED
- Project management
- Cleaning
- Health insurance
- Dental insurance
13d
Cashier/Customer Service Representative
Pho & Banh Mi Saigonese —Silver Spring, MD
- $3,500 - $4,000 a month
- Full-time
- Bilingual
- Management
- Supervising experience
- Employee discount
Quick Apply
9d
Customer Care Specialist
Serenity Mental Health Centers —Bethesda, MD
- $25 - $30 an hour
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Paid training
- Paid holidays
Quick Apply
Customer Service Associate II
Dollar Tree —Wheaton, MD
- $18.00 - $18.50 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Pharmacy Customer Service Associate
Walgreens —Silver Spring, MD
- $19 - $21 an hour
- Part-time
- Computer literacy
- Basic math
- Maintenance
- Continuing education credits
- Health insurance
3d
Customer Service/Sales
Home Depot —Aspen Hill, MD
- $17.50 - $20.50 an hour
- Entry level
Cashier/Customer Service Representative
2fifty —Washington, DC
- $24.80 - $29.87 an hour
- Part-time
- Bilingual
- Supervising experience
- Grocery store experience
- Health insurance
- Dental insurance
Quick Apply
12d

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Client Services Associate

Birks Financial Corp
Herndon, VA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year
8 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

customer service representative jobs in wheaton, md

Client Services Associate

Customer Service Dispatcher

Call Center Agent

eCommerce Sr. Product Support Analyst

Call Center Manager

Call Center Representative

Customer Service Representative

Access Call Center Representative

Customer Service Associate Representative - Cigna Healthcare - Remote

Customer Support Specialist

Customer Service Advisor - Call Center

Customer Service Associate I

Emergency Customer Service Advisor (Call Center)

Retail Customer Service Associate

Cashier/Customer Service Representative

Customer Care Specialist

Customer Service Associate II

Pharmacy Customer Service Associate

Customer Service/Sales

Cashier/Customer Service Representative

I want to receive the latest job alert for customer service representative in wheaton, md

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