Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate, Financial Advisory Support

Fwainvest

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 understanding of financial markets, have prior experience in the securities industry, and be ready to thrive in a dynamic environment. This position supports a high volume of client interactions and requires strong attention to detailed tasks. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Service Associate, Financial Advisory Support in Washington DC vacancy
  • 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... 
    Financial

    Raymond James

    Bethesda, MD
    1 day ago
  •  ...Appian Wealth, a Northwestern Mutual client is hiring a Client Service Associate with experience in wealth management, financial planning, or paraplanning to support client relationships and deliver comprehensive financial plans. Job description: The Client Service Associate... 
    Financial
    Work at office
    Local area

    Appian Wealth

    Washington DC
    3 days ago
  • $50k

     ...Client service associate washington dc Last updated: 1 day ago Full-time The Licensed Client Service...  ...a broad range of activities in the financial servi... Show more Full-time POSITION...  ...for providing exceptional service and support to customers, including: respond to customer... 
    Financial
    Hourly pay
    Full time
    Summer work
    Work from home
    Worldwide

    05218 Citigroup Global Markets Inc.

    Bethesda, MD
    4 days ago
  • $60k - $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...  ...closely with Wealth Advisors to support and strengthen client relationships,... 
    Financial
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Washington DC
    2 days ago
  •  ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support. As our team grows, we are seeking a Client Associate who...  ...and Responsibilities Service daily client inquiries over... 
    Financial
    For contractors
    Work at office

    Raymond James Financial Services

    Alexandria, VA
    2 days ago
  • $55k - $75k

     ...Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members...  ...rich history and recognition for service and excellence in the...  ...dynamic Registered Client Service Associate who is a motivated, detail oriented... 
    Financial
    Work experience placement
    Work at office

    Raymond James

    Bethesda, MD
    18 hours ago
  • $60k - $80k

     ...Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think...  ...independent and highly personalized financial advice and planning for individuals,...  ...exceptional service delivery to our clients by supporting day-to-day account operations and... 
    Financial
    Work experience placement
    Work at office

    B.F. Saul Company

    Bethesda, MD
    3 days ago
  • $33.11k - $90k

     ...Job Description POSITION SUMMARY  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 in this... 
    Financial
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Laurel, MD
    3 days ago
  • $55k - $75k

    ## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted...  ...requisition id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients and... 
    Financial
    Work experience placement
    Work at office

    Fwainvest

    Bethesda, MD
    4 days ago
  • $33.28k - $85k

     ...POSITION SUMMARY: 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 in this role build... 
    Financial
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    3 days ago
  • $50k - $60k

     ...investment bank and full service broker-dealer. With...  ...of activities in the financial services industry,...  ...services and investment advisory and asset management...  ...firm is seeking a Client Service Associate to join our Private Client...  ...organizational support, as well as client interaction... 
    Financial
    Full time
    Part time
    Local area

    Oppenheimer & Co. Inc.

    Washington DC
    15 days ago
  • $50k - $65k

     ...Description At Edelman Financial Engines (EFE), our...  ...has a job to do for our clients. That's why we are committed...  ...member on the Client Services team, you'll play a...  ...preparation, and supporting the completion of required...  ...Engines, LLC. All advisory services provided by Financial... 
    Financial

    Edelman Financial Engines, LLC

    Alexandria, VA
    14 days ago
  • $70k - $115k

     ...Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role is client‑first, requiring strong interpersonal skills and the ability to assist clients... 
    Financial
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Falls Church, VA
    1 day ago
  • 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 ideal candidate will have strong client service and interpersonal skills, with at least two years... 
    Financial

    PowerToFly

    Mc Lean, VA
    4 days ago
  •  ...Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals...  ...client communications and support. In this role you will work with Wealth... 
    Financial
    Work experience placement
    Work at office

    Choreo

    Potomac, MD
    2 days ago
  • $34.32k - $90k

     ...POSITION SUMMARY   Registered Client Service Associates (CSAs) help shape the future of service...  ...DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and...  ...orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment... 
    Financial
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Bethesda, MD
    18 hours ago
  •  ...Beloform Craft is seeking a motivated and customer-focused Client Service Associate to join our growing team in Washington, DC. In this role,...  ...a key point of contact for clients, providing outstanding support, building strong relationships, and ensuring every interaction... 
    Full time
    Work at office

    BeloForm Craft

    Washington DC
    18 hours ago
  • $50k - $65k

     ...pediatric nursing, therapy, and school-based services. We seamlessly integrate into children...  ...where they are by providing the support and resources necessary to decrease...  ...a critical thinker and proactive Client Service Associate that shares our dedication to quality... 
    Full time
    Work at office

    Care Options For Kids

    Laurel, MD
    4 days ago
  •  ...Job Description MV Financial is a Registered Investment Advisory firm. We offer investment...  ...institutional and high net worth clients. Individuals filling...  ...will interface and service our clients. The individual...  ...of our firm. The duties associated with this role include,... 
    Financial
    Full time
    Work at office
    Monday to Friday

    MV Financial Group, MV Capital Management Inc.

    Bethesda, MD
    23 days ago
  • $50k - $83k

     ...opportunity? Join RBC and help clients thrive and communities prosper....  ...part of our branch serving financial advisors, clients and the team.  The Branch Service Manager (BSM) is a player-coach...  ...where applicable Leaders who support your development through coaching... 
    Financial
    Full time
    Work at office
    Flexible hours

    Royal Bank of Canada

    Washington DC
    more than 2 months ago
  •  ...building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing...  ...through email Provide an elevated level of client service support to gallery partners to resolve client concerns Be well‑versed... 
    Work at office

    RH-USA Inc

    McLean, VA
    2 days ago
  •  ...Company Description Alcumus Financial Group is located in Annapolis, Maryland. We have clients across the county. We offer a...  ...environment. Investment and advisory services are offered through Ameriprise...  ...Client Service & Relationship Support Serve as secondary client contact... 
    Financial

    Ameriprise Financial Services, Inc.

    Washington DC
    3 days ago
  •  ...About the Role Our client is a well-established,...  ...dealer and investment advisory firm, seeking a highly...  ...and registered Client Service Representative (CSR) to...  ...client service while supporting senior advisers and internal...  ...appointments Prepare financial planning documents and... 
    Financial
    Temporary work
    Work at office

    TalentRemedy

    Alexandria, VA
    2 days ago
  • $120k - $140k

     ...and stand out. At Brown Advisory, we aim to be one of...  ...built and nurtured our client‑first culture....  ...Advisory’s Private Client Service team is searching for...  ...preparation and maintenance of financial records Strong...  ...that require employer support or sponsorship). DC Salary... 
    Financial
    Temporary work
    Work experience placement
    H1b
    Work at office

    Brown Advisory

    Washington DC
    2 days ago
  • $60k - $75k

     ...a Top 20 CPA and advisory firm that Accounts...  ...industries, Aprio ensures clients are prepared for...  ...Client Accounting Services team and you will...  ...for an Accounting Associate to join their...  ...successful candidate will support engagements,...  ...ensure accurate financial records. Assist with... 
    Financial
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Washington DC
    18 hours ago
  • $90k - $135k

     ...stand out. At Brown Advisory, we aim to be one...  ...and nurtured our client‑first culture. Brown...  ...level of client service. The firm’s clients...  ...consultants, and financial intermediaries—are...  ...of the firm. The Associate Client Advisor (ACA...  ...Business Development supports and coordinates... 
    Financial
    Temporary work
    H1b
    Work at office
    Worldwide

    Brown Advisory

    Washington DC
    2 days ago
  • $99k - $232k

     ...specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial...  ..., and offer guidance and support to help clients optimise...  ...specialise in providing financial advisory services related to... 
    Financial
    Full time
    H1b

    PwC

    Washington DC
    1 day ago
  • $74.39k - $103.81k

     ...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing... 

    Citigroup Inc

    Bethesda, MD
    18 hours ago
  • $163k - $413.6k

     ...team and Residential Services where you will...  ...Service Account Lead Associate Director -...  ...responsible for managing client dedicated teams...  ...with influencing and advisory skills, engaging...  ...timely delivery Ensure financial commitments for...  ..., servicing support functions Current... 
    Financial
    Live in
    Work at office
    Local area

    Accenture

    Arlington, VA
    7 hours ago
  •  ...Jumpstart Your Financial Services Career! Sparks Group is partnering with a highly respected...  ...Bilingual (Spanish/English) Member Experience Associate, a dynamic, people-centered role...  ...-term career in banking and member support. Responsibilities Assist members... 
    Financial
    Work at office

    Sparks Group

    Washington DC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate, Financial Advisory Support. Be the first to apply!