Wealth Management Client Associate: Service & Solutions
Bank of America ATM
Bank of America in Alexandria, VA, seeks a client service associate for Merrill Wealth Management to support Financial Advisors and client needs. You will educate clients on banking and investment products, ensuring timely and accurate materials and strong risk management.
The role emphasizes client-centric service, relationship growth, and collaboration with the FA team in a fast-paced environment. Hours are 37.5 weekly with first-shift scheduling and benefits eligibility.
#J-18808-Ljbffr- Pathstone, a growing wealth management firm, seeks a Client Operations Associate to support a Client Advisory Team with client service and daily operations, including performance analytics and materials. The role emphasizes accurate processing, document handling, and collaboration...SuggestedWork at office
$26.5 - $45 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the... ..., while customizing solutions based on their specific needs...SuggestedHourly paySeasonal workWork at officeShift workDay shift- Bogart Wealth is seeking a Client Service Associate in McLean, VA. This role delivers a first-class client experience through relationship focus and operational excellence, acting as a main contact for clients and internal teams. You will assist with account administration...Suggested
$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... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...SuggestedTemporary workWork at officeLocal areaWork visa$26.5 - $45 per hour
...Description: Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the... ..., while customizing solutions based on their specific needs...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- 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 financial sector. Responsibilities include managing client accounts, answering inquiries, and...
- At Bogart Wealth, we specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies... ...Summary: The Client Service Associate (CSA) plays a critical role in...Work at office
- 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...
$33.28k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Full timeTemporary workWork at officeLocal area- 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...
- ...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 timeWork at office
- ...ABOUT APELLA Apella Wealth is an employee-owned,... ...$12B in assets under management. We are scaling both organically... ...develop world-class, client-relevant capabilities.... ...to putting client service first in all they do.... ...Account Services Associate (ASA), you will serve...Full timeTemporary workWork at officeRemote workFlexible hours
- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the... ...business, while customizing solutions based on their specific needs...Seasonal workWork at officeWork from homeShift workDay shift
- ...If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to-day operations...Work at officeWork from home
$51.45k - $84k
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching... ...the lives of our clients. We continually seek... ...management services to over 90,000 households... ...motivated Sr Client Service Associate ! The Sr Client...Full timeTemporary workWork at officeFlexible hours- RBC Wealth Management in Chevy Chase, MD is seeking a Client Associate to support Financial Advisors by onboarding clients, facilitating transfers, and assisting with... ...clients on products, and deliver superior service in a fast-paced environment. Qualified candidates...Full time
- 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...
$65k - $75k
...Summary: Focus Partners is seeking a Client Service Associate to join our team! The Client Service... ...is an integral member of the Wealth Management team helping to advance our commitment... ...delivers personalized wealth planning solutions to clients in all 50 states. Focus...Full timeInternshipWork at officeLocal areaRemote work2 days per week- Bank of America’s Merrill Wealth Management unit seeks a client-service professional to support Financial Advisors, educate clients on the bank’s offerings, and help manage client materials with accuracy. You’ll work in-office with attendance requirements and adapt to evolving...Work at office
- ...KamisPro in Washington, DC is seeking an Associate Account Manager / Client Services Associate to support our Account Management team on employee benefits. This role focuses on client service delivery, renewals, and benefits administration, with small-group renewal processes...
- Position Overview The Client Service Associate supports Gatewood Wealth Solutions’ client service and operations functions by executing high-volume, detail-sensitive... ...check deposits. Handle ad hoc reporting and data management in the CRM and other platforms. Service...Temporary workPart timeRemote work
- As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace... ...they step into our space. From managing high-stakes logistics to ensuring our... ...About SPS SPS is a global workplace solutions and business transformation company operating...Full timeTemporary workPart timeWork experience placement
$80k - $85k
...rethinking possibilities for our clients. By delivering the combined... ...our distinctive investment management capabilities, we provide a wide... ...the Team: The Client Service team is part of a small boutique... ...for our next Client Service Associate to support our growing business...Full timePart timeWork at officeFlexible hours- ...Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual... ...of our firm. The duties associated with this role include, but are...Full timeWork at officeMonday to Friday
- ...McDermott Will & Schulte in Washington, DC seeks an associate with 2 to 5 years of experience to join the Private Client Practice Group. The role emphasizes estate planning and wealth-transfer work under senior attorneys. The candidate will draft and review estate planning...Private practice
- ...Commercial Term Lending Team Client AssociateAre you a self-... ...lender as a Client Associate on our multifamily lending... ...or other area of financial services (Investment Management, Commercial Banking, Business... ...offers innovative financial solutions to millions of consumers,...Work at office
- ...m Investments is looking for a DC-based Client Service Associate to join our Washington, DC office and support our Relationship Managers and clients across the firm. This role... ...similar experience in an RIA, asset manager, wealth manager, custodian, or financial-services...Full timeWork at office
- ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience... ...services, training, or project management Develop and improve... ...preferred; experience within an RIA, wealth management firm, or financial...Full timeWork at office
$94k - $141k
...$141 000,00Category: Private Client CoverageCompany: CitiThis is... ...the highest level of customer service and teamwork.Ensure all documentation... ...judgment, and escalating, managing, and transparently reporting... ...for prior experience in wealth management or other financial...Full time$140k - $170k
...representing community associations and common interest... ...Work directly with clients and develop strong, long... ...We are a growing, full-service business law and litigation... ...legal matters. Manage assigned matters from... ...issues with a practical, solutions-oriented approach....Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate: Service & Solutions. Be the first to apply!
- client account associate Alexandria, VA
- property management Alexandria, VA
- director workforce management Alexandria, VA
- health information management work from home Alexandria, VA
- director of inventory management Alexandria, VA
- management supervisor Alexandria, VA
- entry level management Alexandria, VA
- creed management Alexandria, VA
- music events management Alexandria, VA
- senior director program management Alexandria, VA




