Recent Searches

You haven't searched anything yet.

14 Client Services Associate Jobs in Bethesda, MD

SET JOB ALERT
Details...
B.F. Saul Company
Bethesda, MD | Full Time
5 Months Ago
Johns Hopkins Medicine
Bethesda, MD | Full Time
$29k-37k (estimate)
4 Days Ago
Chevy Chase Trust
Bethesda, MD | Full Time
$121k-161k (estimate)
4 Days Ago
Inspire Recruitment Inc.
Bethesda, MD | Full Time
$62k-81k (estimate)
Just Posted
Keller Williams Capital Properties
Bethesda, MD | Full Time
$65k-84k (estimate)
1 Week Ago
ProShares
Bethesda, MD | Full Time
$65k-86k (estimate)
2 Weeks Ago
TargetCW Corporate
Bethesda, MD | Other
$65k-89k (estimate)
3 Months Ago
Citrin Cooperman Advisors LLC
Bethesda, MD | Full Time
$133k-176k (estimate)
1 Month Ago
Morgan Stanley
Bethesda, MD | Full Time
$56k-72k (estimate)
0 Months Ago
Sodexo
Sodexo
Bethesda, MD | Full Time
$109k-140k (estimate)
3 Months Ago
Snyder Cohn
Bethesda, MD | Full Time
$71k-87k (estimate)
4 Months Ago
Marsh
Bethesda, MD | Full Time
$73k-96k (estimate)
1 Month Ago
American Society of Health-System Pharmacists
Bethesda, MD | Full Time
$64k-84k (estimate)
1 Month Ago
GRF CPAs & Advisors
Bethesda, MD | Full Time
$72k-89k (estimate)
1 Month Ago
Client Services Associate
B.F. Saul Company Bethesda, MD
Full Time | Accommodations 5 Months Ago
Save

sadSorry! This job is no longer available. Please explore similar jobs listed on the left.

B.F. Saul Company is Hiring a Client Services Associate Near Bethesda, MD

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.Assist and Support the Client Service Team in the daily performance of duties and servicing of client relationships.BFS7501The Company requires that its employees be fully vaccinated against COVID-19 unless they have an approved medical or religious accommodation.Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000.Equal Opportunity Employer/Veterans/Disabled

Job Summary

JOB TYPE

Full Time

INDUSTRY

Accommodations

POST DATE

10/16/2022

EXPIRATION DATE

12/25/2022

WEBSITE

bfsaul.com

HEADQUARTERS

BETHESDA, MD

SIZE

3,000 - 7,500

FOUNDED

1892

CEO

B FRANCIS SAUL II

REVENUE

$50M - $200M

INDUSTRY

Accommodations

Show more

B F Saul
Full Time
$44k-56k (estimate)
3 Months Ago
B F Saul
Full Time
$64k-83k (estimate)
5 Months Ago

The job skills required for Client Services Associate include Client Service, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.

For the skill of  Client Service
Jacob William Advisory
Full Time
$55k-72k (estimate)
3 Months Ago
For the skill of  Planning
West Meade Early Ed Center
Full Time
$55k-83k (estimate)
Just Posted
Show more

The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.

ProShares
Full Time
$65k-86k (estimate)
2 Weeks Ago
TargetCW Corporate
Other
$65k-89k (estimate)
3 Months Ago

If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Associate job description and responsibilities

A client service associate works as a financial assistant and financial advisor to clients.

02/03/2022: Oklahoma City, OK

Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.

03/03/2022: Brownsville, TX

Client services representatives manage client relationships and provide customer support.

03/31/2022: Pierre, SD

A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.

01/29/2022: Bridgeport, CT

Provided daily financial transaction services for clients while delivering excellent customer care.

03/18/2022: Lincoln, NE

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Associate jobs

These positions require familiarity with customer services tools and programs.

04/05/2022: Washington, DC

Client services associates also should have strong math, time management and critical thinking skills.

01/22/2022: Pine Bluff, AR

These associates provide administrative and client support to financial advisers.

03/03/2022: Jacksonville, FL

Client Services Associate must be excellent communicators capable of leading a team.

02/25/2022: Jackson, MS

And strong client relations skills are key to building and maintaining long-lasting business relationships.

01/26/2022: Provo, UT

Step 3: View the best colleges and universities for Client Services Associate.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
Show more