Client Services Associate
TradeJobsWorkforce
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 resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
$68.3k - $79.8k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedTemporary workWork at officeLocal area$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...SuggestedWork at officeRemote workWork from homeMonday to FridayAfternoon shift- ...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...Suggested
- ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide...SuggestedImmediate startFlexible hours
- ...Partners our collaborative team caters to our clients with a high level of care and... ...our team grows, we are seeking a Client Associate who aligns with our vision and values. Additionally... ...Duties and Responsibilities ~ Service daily client inquiries over the phone...SuggestedFor contractorsWork experience placementWork at office
- ...support the designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account... ...for performing daily account administration and client service activities such as processing checks, generating daily reports,...Work experience placementWork at office
- ...Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of our broad array of working relationships, our strategic expertise and...
- ...thinking, experience-driven firm known for producing impactful, high-quality events and interactions—and we’re looking for a Client Service Associate to join our growing team. As a Client Service Associate, you will be the primary point of contact for our clients...Flexible hours
$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Washington D.C. The...Full timePart timeLocal area$55k - $80k
## Registered Client Service Associate-Washington DCApplylocations: DC - Washington - 1899 Pennsylvania Ave NW Ste 1000time type: Full timeposted on: Posted Todayjob requisition id: R-0011716**Job Description Summary**Supports Financial advisors and their prospective and...Work experience placementWork at office$50k - $60k
Client Service Associate (Washington D.C) Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle‑market investment bank and full service broker‑dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services...Full timePart timeLocal area- Wealth Enhancement in Falls Church, VA is looking for a highly motivated Sr Client Service Associate to enhance client experiences. The role involves client onboarding, account administration, and ensuring operational needs are met while fostering strong client relationships...Full time
$65k - $82k
Brown Advisory Incorporated 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 coordinating with various teams to manage client accounts effectively. Ideal...- A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have a strong background in financial services and exceptional interpersonal skills. Additionally...
$45k - $70k
Job Summary Raymond James is seeking a dynamic Client Service Associate who is motivated, detail oriented, and a creative problem solver to join our growing team. This role provides high‑quality, high‑touch administrative support to Financial Advisors, their prospective...Work experience placementWork at office$55k - $65k
...they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Registered Client Service Associate (Washington D.C) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker...Full timePart timeLocal area$45k - $70k
...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office$50k - $60k
Oppenheimer & Co Inc is seeking a Client Service Associate in Washington D.C. The role involves servicing clients, marketing, scheduling, and managing databases while maintaining high confidentiality. The ideal candidate should possess strong communication skills, proficiency...$60k - $80k
...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...Work experience placementWork at office$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...- ...outreach, and promotional campaigns. Our team is committed to creating positive experiences while delivering exceptional customer service and support. Responsibilities Greet and assist customers in a professional and friendly manner Provide information about products,...
$33.28k - $85k
Morgan Stanley is seeking a Registered Client Service Associate in Washington, DC. The successful candidate will support Financial Advisors and provide exceptional service to clients. Key responsibilities include managing client interactions, executing transactions, and...- ...financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team... ...and functions of our firm. The duties associated with this role include, but are not limited to...Full timeWork at officeMonday to Friday
- ...Client Service Associate Beloform Craft is committed to delivering exceptional customer experiences through professionalism, innovation, and a people-first culture. We believe that outstanding service starts with talented individuals who are passionate about helping...Full timeWork at office
- A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and their clients. Responsibilities include managing client relationships, facilitating account transactions, and answering inquiries...
- 100 Raymond James & Associates, Inc. is seeking a motivated Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The ideal candidate will excel in effective communication, organization, and managing multiple tasks in...
$64.9k - $78.5k
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full...Full timeTemporary workWork at officeLocal area- 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...
- 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...
$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
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