Registered Client Service Associate - Washington, DC
$55k - $80kFwainvest
- # Registered Client Service Associate - Washington, DCApplylocations: Washington, District of Columbia - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011881**Job Description Summary**Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.**Job Description****Job 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 join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!**Responsibilities:*** Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.* Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.* Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.* Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.* Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.* Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.* Reviews, assesses and responds to all corporate action items and client account alerts.* Prepares financial reports, spreadsheets and other materials for client meetings.* Inputs orders and rebalances portfolios on behalf of the Financial Advisors.* Creates and maintains records and files utilizing Client Relationship Management (CRM) software.* Assists Financial Advisors with marketing efforts including seminars and other client-facing events.* Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.* Performs other duties and responsibilities as assigned.**Skills:*** Company’s working structure, policies, mission, and strategies.* Managed account platforms.* General office practices, procedures, and methods.* Investment concepts, practices and procedures used in the securities industry.* Financial markets, products and industry regulations.* Trading terminology.* Client Relationship Management (CRM) software, or similar contact management software.* Goal planning software.* Excel, including developing spreadsheets as needed and for ongoing reporting.* Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)* Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.* Analyze and research account information.* Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.* Identify time sensitive items and assess competing priorities.* Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.* Handle stressful situations and provide a high level of customer service in a calm and professional manner.* Analyze problems and establish solutions in a fast paced environment.* Use mathematics sufficient to process account and transaction information.* Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.* Work both independently and as part of a cohesive team.* Provide a high level of customer service.**Education/Previous Experience*** High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.**Licenses/Certifications*** SIE required provided that an exemption or grandfathering cannot be applied.* Series 7 required.* Series 63, 65 and/or 66 as required by state.**Education**High School (HS) (Required)**Work Experience**General Experience - 13 months to 3 years**Certifications**s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Salary Range**$55,000.00-$80,000.00**Travel**Less than 25%**Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- J-18808-Ljbffr Fwainvest
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Registered Client Service Associate - Washington, DC in Washington DC vacancy
$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...SuggestedWork experience placementWork at office$55k - $65k
...leading middle‑market investment bank and full service broker‑dealer. With roots tracing back to 18... .... Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The primary responsibilities include servicing...SuggestedFull timePart timeLocal area$33.28k - $85k
Overview Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial... ...the globe, please copy and paste into your browser. For Washington DC: Salary range for the position: $33,280 - $85,000 per...SuggestedTemporary workWork at officeLocal area$55k - $65k
...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 18... ...Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The primary responsibilities include servicing...SuggestedFull timePart timeLocal area$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$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Temporary workWork at officeLocal areaDormont Manufacturing Company
Bethesda, MD16 hours ago$74.39k - $103.81k
## Registered Client Service AssociateApplyremote type: Hybridlocations: Bethesda Maryland United Statestime type: Full timeposted on: Posted... ...Todayjob requisition id: 26954713The Licensed Client Service Associate is a developing professional role which integrates in-...Full timeCitibank (Switzerland) AG
Bethesda, MD16 hours ago$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Temporary workWork at officeLocal areaMorgan Stanley
Bethesda, MD4 days ago$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 office100 Raymond James & Associates, Inc.
Bethesda, MD2 days ago$55k - $75k
...and their prospective and existing clients and other branch staff team members.... ...of rich history and recognition for service and excellence in the Financial Services... ...Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at officeRaymond James
Bethesda, MD4 days ago$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...- 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...
- 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...
$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... ...more! Office Hours This position is based in Washington, DC however, we are open to remote work in other states. We...Work at officeRemote workWork from homeMonday to FridayAfternoon shiftDSPolitical
Washington DC1 day ago$34k - $90k
...Potomac, Maryland, United States of America Apr 28, 2026 $34K - $90K POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with...Temporary workWork at officeLocal areaDormont Manufacturing Company
Potomac, MD3 days ago- ...Client Service Associate Beloform Craft is committed to delivering exceptional customer experiences through professionalism, innovation... ...focused Client Service Associate to join our growing team in Washington, DC. In this role, you will serve as a key point of contact...Full timeWork at office
Alphabe Insight
Washington DC4 days ago - 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...
$17.2 - $23.37 per hour
Canon USA & Affiliates is seeking a full-time On-Site Customer Service Representative in Washington, DC. The role involves delivering excellent customer service, performing equipment maintenance, and handling a variety of tasks including mail and print production. Ideal...Hourly payFull timeWork at office- 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
$55k - $65k
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...- ...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...
$30.77 - $45.67 per hour
...this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management... ...Financial Advisor(s) with sales, service and operational related activities such... ...Posting location: 1700 K St NW WASHINGTON, DC 20006 Pay Range Reflected is...Ongoing contractWork experience placementWork at officeImmediate startWells Fargo
Washington DC6 days ago$60k - $80k
...Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized... ..., families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment...Work experience placementWork at officeB.F. Saul Company
Bethesda, MD2 days ago- 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...
$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...$74.39k - $103.81k
Citibank (Switzerland) AG is looking for a Registered Client Service Associate in Bethesda, Maryland. The role involves delivering wealth management services to clients and ensuring compliance with relevant laws and regulations. Candidates should have 2-5 years of relevant...Full time$34.32k - $90k
Dormont Manufacturing Co in Bethesda, Maryland is seeking a Registered Client Service Associate who will modernize client experience by providing exceptional support and assistance with firm services. The role requires a strong understanding of industry knowledge and exceptional...$2,843 - $3,022 per week
...Registered Nurse (RN) | Nurse Manager Location: Washington, DC Agency: Host Healthcare Pay: $2,843 to $3,022 per week Shift Information: Days Contract Duration: 13 Weeks Start Date: 7/13/2026 About the Position TravelNurseSource is...Full timeContract workLocal areaImmediate startShift workTravelNurseSource
Washington DC12 hours ago$2,843 - $3,022 per week
...Registered Nurse (RN) | Nurse Manager Location: Washington, DC Agency: Host Healthcare Pay: $2,843 to $3,022 per week Shift Information: Days Contract Duration: 13 Weeks Start Date: 7/13/2026 About the Position Host Healthcare is an...Full timeContract workImmediate startShift workHost Healthcare
Washington DC12 hours ago- ...Description MV Financial is a Registered Investment Advisory firm. We... ...and high net worth clients. Individuals filling this position will interface and service our clients. The individual who... ...functions of our firm. The duties associated with this role include, but are...Full timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Bethesda, MD2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Service Associate - Washington, DC. Be the first to apply!
Related searches
- 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