Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate - Financial Advisory Support

100 Raymond James & Associates, Inc.

Raymond James in Bethesda, MD is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels and the ability to manage multiple, detailed tasks in a fast-paced environment. The ideal candidate will onboard clients, open accounts, research information in internal databases, and maintain accurate records while ensuring regulatory compliance. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate - Financial Advisory Support in Bethesda, MD vacancy
  • Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate... 
    Financial

    Raymond James

    Bethesda, MD
    2 days ago
  • $90k

    Client Service Associate - Wealth Management Salary: Up to $90,000 + 15-20% Bonus Location: Bethesda...  .../Integrations and eventually Financial Advisory for someone interested in that direction...  ...account operations and advisor support Hands-on leadership and development... 
    Financial
    Work at office
    Remote work

    CFS

    Bethesda, MD
    2 days ago
  •  ...Investments is looking for a DC-based Client Service Associate to join our Washington, DC office and support our Relationship Managers and...  ...manager, custodian, or financial-services firm. ~ Strong...  ...separately managed accounts, advisory relationships, custodial platforms... 
    Financial
    Full time
    Work at office

    F/m Investments

    Washington DC
    2 days ago
  •  ...exceptional wealth management services and solutions. Our...  ...to helping clients achieve their financial goals through personalized...  ...The Client Service Associate (CSA) plays a...  ...requests and inquiries Support clients with account...  ...Experience in RIA / Advisory fee billing... 
    Financial
    Work at office

    Bogart Wealth

    Mc Lean, VA
    3 days ago
  • $55k - $75k

    Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members....  ...rich history and recognition for service and excellence in the...  ...dynamic Registered Client Service Associate who is a motivated, detail oriented... 
    Financial
    Work experience placement
    Work at office

    100 Raymond James & Associates, Inc.

    Bethesda, MD
    4 days ago
  • $35.36k - $90k

    Position Summary Registered Client Service Associates (CSAs) help shape the future of service by modernizing...  .... DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and...  ...orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment... 
    Financial
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Bethesda, MD
    1 day ago
  • $33.28k - $88k

    Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through... 
    Financial
    Temporary work
    Work at office
    Local area

    PowerToFly

    Bethesda, MD
    3 days ago
  • $55k - $75k

    Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members....  ...rich history and recognition for service and excellence in the...  ...dynamic Registered Client Service Associate who is a motivated, detail oriented... 
    Financial
    Work experience placement
    Work at office

    Raymond James

    Bethesda, MD
    2 days ago
  • $51.45k - $84k

     ...the lives of our clients. We continually seek...  ...of personalized financial planning with our...  ...management services to over 90,000 households...  ...Client Service Associate ! The Sr Client...  ...experience while supporting the day-to-day operational...  ...and directing an advisory team, sound... 
    Financial
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement

    Falls Church, VA
    2 days ago
  • A leading global financial services firm is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. Key duties include managing client relationships, executing transactions, answering inquiries, and robust administrative... 
    Financial

    PowerToFly

    Bethesda, MD
    4 days ago
  •  ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience...  ...clients, provide proactive support to advisors, and take ownership...  ..., wealth management firm, or financial services environment is a plus... 
    Financial
    Full time
    Work at office

    JCW Group

    Washington DC
    4 days ago
  • $33.28k - $85k

     ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted... 
    Financial
    Full time
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Washington DC
    14 hours ago
  • A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors. The ideal candidate will have strong client service and interpersonal skills, with at least two years... 
    Financial

    PowerToFly

    Mc Lean, VA
    3 days ago
  • Morgan Stanley is hiring a Registered Client Service Associate in Washington, DC to support Financial Advisors and client relationships. The role involves processing money movements, handling client inquiries, onboarding accounts, and educating clients on digital tools.... 
    Financial

    711 MS Smith Barney, LLC

    Washington DC
    1 day ago
  • Morgan Stanley in McLean, VA seeks a Registered Client Service Associate to support Financial Advisors, coordinate transactions, and manage client accounts. Strong interpersonal skills and client-first mindset are essential. The role requires Series 7/66 or 63/65 licenses... 
    Financial

    Morgan-Stanley

    Mc Lean, VA
    1 day ago
  •  ...Description If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to...  ...established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to-day operations of the... 
    Financial
    Work at office
    Work from home

    Coldstream Wealth Management

    Washington DC
    2 days ago
  • Position Overview The Client Service Associate supports Gatewood Wealth Solutions’ client service and operations functions by executing high-volume...  ...client service instincts, comfort handling confidential financial information, and enough exposure to banking or financial... 
    Financial
    Temporary work
    Part time
    Remote work

    Gatewood Wealth Solutions

    Brentwood, MD
    3 days ago
  • $35.36k - $90k

    POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build... 
    Financial
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan-Stanley

    Mc Lean, VA
    1 day ago
  • $33.28k - $85k

    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Financial
    Temporary work
    Work at office
    Local area
    Work visa

    711 MS Smith Barney, LLC

    Washington DC
    4 days ago
  • $80k - $85k

     ...rethinking possibilities for our clients. By delivering the combined...  ...the Team: The Client Service team is part of a small...  ...for our next Client Service Associate to support our growing business. Successful...  ...work environment for a financial services/RIA/Broker Dealer... 
    Financial
    Full time
    Part time
    Work at office
    Flexible hours

    Invesco

    Washington DC
    4 days ago
  • $65k - $75k

     ...Focus Partners is seeking a Client Service Associate to join our team! The...  ...Associate provides account support services including onboarding...  ...will support multiple wealth advisory teams. Focus provides team...  ...Preparing and updating financial schedules and analyses client... 
    Financial
    Full time
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    Washington DC
    19 days ago
  • CFS is seeking a Client Service Associate to join its Bethesda wealth management team. You will work directly with clients and support investment account operations, including onboarding and money movement. The role offers hybrid work (4 days onsite, 1 remote) with strong... 
    Remote work

    CFS

    Bethesda, MD
    2 days ago
  •  ...Job Description MV Financial is a Registered Investment Advisory firm. We offer investment...  ...institutional and high net worth clients. Individuals filling...  ...will interface and service our clients. The individual...  ...of our firm. The duties associated with this role include,... 
    Financial
    Full time
    Work at office
    Monday to Friday

    MV Financial Group, MV Capital Management Inc.

    Alexandria, VA
    25 days ago
  • $35.63k - $85k

     ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading... 
    Financial
    Full time
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Washington DC
    14 hours ago
  • $64k - $80k

     ...our Outsourced Accounting and Advisory Services team. Summary of...  ...technologies and interface with clients. Accountants are given a wide...  ...prepares trial balances and simple financial statements using QuickBooks...  ...profit sharing, employer-supported medical coverage, company-paid... 
    Financial
    Full time
    Work at office
    Remote work

    Grf CPA

    Bethesda, MD
    4 days ago
  •  ...Senior Client Service Associate A growing, independent wealth management firm is seeking a Senior Client Service Associate to support high-net-worth and ultra-high-net-worth clients while partnering closely with senior advisors. Responsibilities: Serve as a... 
    Full time
    Work at office

    The Quest Organization

    Washington DC
    1 day ago
  • Pathstone seeks an analytical, client-focused operations specialist to support the Client Advisory Team in daily client service and operations. The role involves preparing performance analyses, manager background materials, and client presentations, while coordinating... 
    Work at office

    Pathstone

    Potomac, MD
    2 days ago
  • $24 per hour

    Office Services Associate### Office Services AssociateApply: Onsite: USA...  ...leading law firms, financial institutions and professional...  ..., automation and advisory services that enable clients to modernize operating models...  ...processing and administrative support, marketing and... 
    Financial
    Hourly pay
    Full time
    Work at office

    Opensity Solutions

    Mc Lean, VA
    2 days ago
  •  ...building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing...  ...through email Provide an elevated level of client service support to gallery partners to resolve client concerns Be well‑... 
    Work at office

    RH

    Mc Lean, VA
    2 days ago
  • $19 per hour

     ...building an ecosystem of products, places, services and spaces that elevates and...  ...what's right, rather than who's right. Client Services Associates play an integral role in providing luxury...  ...an elevated level of client services support to Gallery Partners to resolve client... 
    Full time
    Work at office

    RH

    Mc Lean, VA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate - Financial Advisory Support. Be the first to apply!