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.
$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...Suggested- 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...Suggested
- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management... ...to Private Client Advisors within Wealth Management...Suggested
- ...Job Description MV Financial is a Registered... ...and high net worth clients. Individuals filling... ...interface and service our clients. The... ...firm. The duties associated with this role include... ..., Tamarac, Emoney Advisor and more.... ...institutional clients, private investors, and RIAs...SuggestedFull timeWork at officeMonday to Friday
$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...- Morgan Stanley is seeking Registered Client Service Associates to help shape the future of client service. This role requires understanding... ...banking and digital offerings, and collaborating with Financial Advisors to develop business plans. #J-18808-Ljbffr Socket.dev
- ...than $4 billion across advisory mandates, private funds, and affiliated entities,... ...valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship... .... This role is the face of client service excellence and engagement with our Operating...Work at officeLocal areaWork from homeWorldwide
$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,...$35.36k - $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- Client Services Associate Venn Strategies is a full‑service government and public affairs firm based in Washington, DC. Responsibilities Compile background research on client‑relevant topics and policy matters. Compose memos for staff and client teams on key hearings...
$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted... ...id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients and other branch...Work experience placementWork at office- ...Relationship Banker for the Langston Boulevard Financial Center in Arlington, VA. This position focuses on building strong client relationships while managing financial... ...one year of sales experience in the financial services industry. A high school diploma or GED is required...
- ...International in Bethesda, MD is seeking a Financial Planning & Service Associate to join our Retirement and Private Wealth team. You will support Investment Advisors by creating and maintaining financial plans and processing client requests, delivering outstanding service...
$235k - $365k
...This is an awesome Washington, DC-based opportunity to advise clients — both domestic and international — on the full spectrum of... ....If you’re seeking tailored mentorship, and world-class Private Client services, this is an opportunity to join a wonderful team.For a confidential...- Venn in Washington, DC is seeking a Client Services Associate to support client teams with research and background work. The candidate should possess a 4-year degree and have excellent organizational and communication skills. Responsibilities include compiling research,...Work at office
- 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...
- Fwainvest is seeking a Registered Client Service Associate in Washington, DC. The role involves providing top-notch administrative support to financial advisors and clients, with a focus on communication and organizational skills. The ideal candidate should possess a strong...
$75k
...the company's success. As a Financial Advisor within PNC Wealth Management... ...strategy focused on helping clients meet their savings, investing... ...handling sales and service, identifying sales and/or executing... ...manager and/or investment sales associate, leads the branch team on...Full timeTemporary workPart timeWork experience placementWork at office- Bank of America’s Merrill Wealth Management seeks a client service specialist in Bethesda, MD to support Financial Advisors and educate clients on bank services. Responsibilities include timely materials, policy-aligned practices, and building client relationships while...Work at office
- ...A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic and international estate, gift...Private practice
$90k - $120k
Fwainvest in Arlington, Virginia, is seeking an Associate Advisor to enhance client relationships and ensure effective service delivery. The successful candidate will... ...client interactions, conduct reviews, and support financial advisors while demonstrating empathy and...- Bank of America’s Merrill Wealth Management in Washington, DC is seeking a Client Service Associate to support Financial Advisors and clients with service needs, account actions, and cross-functional requests. You will be the main point of contact, ensuring timely, accurate...
- Jobtailor is seeking a customer-focused bank client service representative in Bowie, MD to educate clients in the lobby and assist with self... ...handle cash transactions, engage clients to understand their financial goals, and connect them to appropriate solutions while...Weekend work
$50k - $80k
Financial Advisor - Educational Systems Federal Credit Union The LPL Financial partnership... ...a complete menu of financial services to credit union clients. This opportunity at TruStage, located... ...Advisor working for TruStage and associated with LPL Financial. Under this...Local area$80k - $120k
New York Life - Metro DC in Bethesda, MD is seeking a Financial Professional to guide clients in creating personalized financial plans. The role involves educating clients on various insurance and financial products while building trusting relationships. Candidates should...Flexible hours$21.75 - $27 per hour
...Financial Services Representative I Branch 22 Allentown Rd - Suitland, MD 20746 Overview Position Type Full Time Category Banking Description Are you ready for an exciting career in the financial services industry? If so, Andrews Federal is the place for...Full time$115k - $130k
...LHH has partnered with a private equity owned real estate investment... ...a Finance & Accounting Associate to join their team. This role... ...and oversight of fund-level financial activities, including review... ...we typically place with our clients. Depending on the specific client...Temporary workLocal area$65k - $82k
Position Summary Private Client Service delivers highly customized and comprehensive... ...team, the Relationship Associate will execute a range of... ...partnership with Client Service Advisors and Senior Associates.... ...degree required. 2+ years of financial industry or client service...Temporary workWork at office- 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...Day shift
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