Private Client Service Associate for Financial Advisors
$55k - $65kOppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is looking for a Registered Client Service Associate in Washington D.C. The role involves servicing clients, managing tasks, and supporting Financial Advisors. The ideal candidate will have at least 5 years of experience in a corporate environment and must obtain the necessary FINRA registrations. This position emphasizes confidentiality, organization, and effective client interaction. The salary range for this role is $55,000.00 to $65,000.00 per year, along with a comprehensive benefits package. #J-18808-Ljbffr Oppenheimer & Co. Inc.
- Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This position involves managing client interactions, onboarding new clients, and ensuring compliance with industry regulations...Suggested
- Fwainvest in Washington, DC is hiring a Registered Client Service Associate to support financial advisors and clients. The ideal candidate will demonstrate strong communication skills across various platforms and effectively manage detailed tasks. You will handle client...Suggested
$55k - $75k
100 Raymond James & Associates, Inc. is seeking a Registered Client Service Associate to support financial advisors and their clients. In this role, you will provide high-quality administrative support, manage client interactions, and ensure compliance with industry regulations...Suggested$55k - $65k
Oppenheimer & Co Inc in Washington D.C. is looking for a Registered Client Service Associate. This pivotal role involves servicing clients, managing organizational tasks, and supporting marketing efforts. The company values a proactive mindset and confidentiality in handling...Suggested$33.28k - $85k
Overview Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal area$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are... ...matters before the Internal Revenue Service. We are seeking an experienced associate with at least five years of... ...administration to join our national Private Client Services Group. The search...- ...Client Service Associate - West Financial Services - Registered Investment Advisor The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of...Work experience placementWork at office
- A leading financial institution is seeking a Financial Advisor Associate in Washington, DC. The successful candidate will attract and retain clients by understanding their financial goals and providing... ...experience in the financial services industry are preferred, alongside...
- Dormont Manufacturing Co is looking for a Registered Client Service Associate in Potomac, Maryland. This position focuses on modernizing client... ...onboarding clients, providing guidance, and preparing financial reports. The ideal candidate should have a strong grasp of...
$65k - $82k
...and nurtured our client‑first culture. Brown... ...level of client service. The firm’s clients... ...consultants, and financial intermediaries—are... ...Position Summary Private Client Service delivers... ...the Relationship Associate will execute on a... ...Client Service Advisors and Senior Associates...Temporary workWork at officeWorldwide- Raymond James Financial, Inc. in Washington, D.C. is seeking a dynamic Registered Client Service Associate. The role requires strong communication skills and the ability to manage... ...accounts, and supporting financial advisors. The ideal candidate has a high school diploma...
$55k - $65k
...Client Service Associate Bethesda, MD Position Summary Focus Partners Wealth is seeking a... ...that takes a comprehensive approach to financial planning, delivering personalized... ...you will partner closely with Wealth Advisors to support and strengthen client relationships...InternshipWork at officeRemote work2 days per week$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions...Temporary workWork at officeLocal area$74.39k - $103.81k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty... ...degree or equivalent experience. Job Details Job Family Group: Private Client Coverage Job Family: Client Services Time Type: Full...Full time$5,000 per month
...Client Services Associate We're looking for an ambitious candidate to work in DSPolitical's Client Services team for the 2026 Election Cycle! As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative...Work at officeRemote workWork from homeMonday to FridayAfternoon shift$60k - $80k
...Chevy Chase Trust Client Services Associate 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.,...Work experience placementWork at office$55k - $75k
...Job Summary Registered Client Service Associate – Supports financial advisors and their prospective and existing clients, and other branch staff team members. This role provides high-quality administrative support to advisors in a fast-paced, task-oriented environment...Work experience placementWork at office$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with...Temporary workWork at officeLocal area- ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level... ...Duties and Responsibilities Service daily client inquiries over the... ...administrative support to the financial advisors and branch office Open new...For contractorsWork at office
- ...At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing... ...currently seeking an experienced Client Service Associate to join our growing and ever...Full timePart timeWork at office
$55k - $65k
...Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client... ...that takes a comprehensive approach to financial planning, delivering personalized advice... ...you will partner closely with Wealth Advisors to support and strengthen client...InternshipWork at officeLocal areaRemote work2 days per week- ...innovation, and a people-first culture. We believe that outstanding service starts with talented individuals who are passionate about... ...Craft is seeking a motivated and customer-focused Client Service Associate to join our growing team in Washington, DC. In this role,...Full timeWork at office
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$55k - $75k
...Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team... ...rich history and recognition for service and excellence in the Financial... ...dynamic Registered Client Service Associate who is a motivated, detail...Work experience placementWork at office$55k - $75k
Fwainvest is seeking a motivated Registered Client Service Associate to join our team in Bethesda, MD. The role involves providing high-quality administrative support to Financial Advisors, managing client interactions, and maintaining essential documentation. The ideal...$65k - $82k
Brown Advisory in Washington is seeking a Relationship Associate to provide exceptional client service and manage account activities. The ideal candidate... ...Bachelor's degree and at least 2 years of experience in the financial industry. Responsibilities include cash management,...- Fnb Online in Bethesda, MD, is seeking a Financial Advisor responsible for supporting the Bank's business by managing existing clients and acquiring new ones. The ideal candidate will have strong customer service and management skills along with required licenses. This...
$65k - $82k
...in Washington D.C. is seeking a Relationship Associate to deliver highly customized and comprehensive service to clients. The role involves executing client requests and... ...' experience in client services within the financial sector. The salary ranges from $65,000 to $82,...$55k - $70k
A financial services firm located in Maryland is looking for a Client Services Associate to ensure exceptional service delivery to clients. The ideal candidate will have 1-2 years of experience in client services and possess strong organizational skills. Responsibilities...$74.39k - $103.81k
Citigroup Inc. is seeking a Licensed Client Service Associate in Bethesda, Maryland. This role involves delivering wealth management services and requires strong communication skills, attention to detail, and compliance with regulations. Candidates should possess 2-5 years...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Service Associate for Financial Advisors. Be the first to apply!
- client success associate Washington DC
- client engagement associate Washington DC
- client services associate Washington DC
- client account associate Washington DC
- client relationship associate Washington DC
- client solutions associate Washington DC
- registered client associate Washington DC
- office service associate Washington DC
- transaction services specialist Washington DC
- guest services associate Washington DC

