Client Service Associate – up to $95K (DOE) – Bethesda, MD
Client Service Associate – up to $95K (DOE) – Bethesda, MD
Bethesda, Maryland
|Direct (Permanent) Full Time
|$ 75,000 - $ 95,000 per year
Bethesda, Maryland
Direct (Permanent) Full Time
$ 75,000 - $ 95,000 per year
April 25, 2025
|Job ID: A1415782DC-Perm_1745612212
April 25, 2025
Job ID: A1415782DC-Perm_1745612212
Job Summary
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Are you an experienced Client Service Associate who is passionate about providing high-level client support in the wealth management industry? Our client, a boutique firm based in Bethesda, MD, is seeking a sharp CSA to join their growing team!
Responsibilities:
- Support the day-to-day activities of two Principals, including administrative tasks and supporting their client portfolios.
- Coordinate client intake meetings, including scheduling and follow-up action items.
- Handle all asset transfers, ACH payments, and account updates.
- Prepare and review client documents, gathering additional information as needed to ensure portfolio information is up-to-date and in compliance.
- Receive client calls and correspondence, serving as an immediate point-of-contact.
- Additional duties and projects as assigned.
Qualifications:
- A bachelor's degree is required.
- 3+ years of client services experience are required; CSA internships count!
- Financial planning knowledge is preferred.
- Customer service attitude with strong oral/written communications.
- Tech-savvy with a desire to learn new systems and processes.
- Must be a collaborative team-player who is proactive and driven to provide high-level customer service to clients.
Position Information:
- $75K-$95K, dependent on years of experience.
- Comprehensive benefits package and annual bonus potential.
- Employer contribution to 401(k) plans.
- Ability to work 100% on-site at the Bethesda, MD location (metro accessible!).
A1415782DC-Perm_1745612212
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About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.
Beacon Hill. Employing the Future™