Wealth Management Client Services Associate
Raymond James
A financial services firm located in Fairfax, Virginia is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. Ideal candidates will have at least 3 years of experience in wealth management, a Bachelor's degree preferred, and strong communication and organizational skills. This role offers a chance to work in a dynamic environment and contribute to a client-first culture. #J-18808-Ljbffr Raymond James
- 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 financial sector. Responsibilities include managing client accounts, answering inquiries, and...Suggested
- UBS in McLean, Virginia seeks a Client Associate to keep client records up-to-date and educate clients on our account services. You’ll assist in preparing materials for client meetings and ensure the right documents are collected to open new accounts and service requests...Suggested
- A financial services firm in Virginia is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The ideal candidate will have effective communication skills and the ability to excel in a detail-oriented...Suggested
- ...Washington, DC area. We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, and we are seeking an Operations Associate who is passionate about doing ‘the... ...helps you appreciate the nuances of client service and support. As a...SuggestedFull timeWork experience placementFlexible hours
- ...Wealth Management Client Associate Reston, Virginia To proceed with your application, you must be at least 18 years of age. Acknowledge (... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...SuggestedWork experience placementSeasonal workWork at officeWork from homeShift workDay shift
- ...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound...Work at officeLocal area
- ...Duties and Responsibilities Services basic inquiries and... ...with prospective and existing clients Respond to client inquiries... ...Excellent organizational and time-management skills Professional communication... ...~3+ years of experience in wealth management or advisory...For contractorsWork at office
- ...Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual... ...of our firm. The duties associated with this role include, but are...Full timeWork at officeMonday to Friday
$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... .../or other duties directed by local management. Administrative Support Answer inbound...Temporary workWork at officeLocal area$25 - $44 per hour
Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly payFull timeSeasonal workWork at officeWork from homeDay shift$55k - $66k
...planning firm in Reston, VA to hire a Client Service Administrator . This is a direct... ...opportunity to join a growing, client-focused wealth management team. Company Overview Our... ...other Client Service Administrators/Associates and CERTIFIED FINANCIAL PLANNER™...Full timeFor contractorsCasual workWork at officeAfternoon shift$25 - $44 per hour
...Merrill Wealth Management JobMerrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeDay shift- ...Fairfax, Virginia. Responsible for the general servicing and support of the Financial Advisors.... ...a consistent and effective level of client servicing when the Financial Advisor is unavailable... ...such as answer and return calls, manage the expense report process, prepare routine...Full timePart timeWork at office
- AO Garcia Agency is seeking dedicated individuals for a remote financial services role focused on protecting families. This opportunity allows you to contribute to meaningful outcomes while working from the comfort of your home environment. Interviews will be conducted...Remote job
- ...building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing... ...respond to multiple priorities Strong organizational and time‑management skills Strong verbal and written communication skills...Work at office
$19 per hour
...building an ecosystem of products, places, services and spaces that elevates and... ...what's right, rather than who's right. Client Services Associates play an integral role in providing luxury... ...- Strong organizational and time management skills - Strong verbal and written communication...Full timeWork at office- Global Elite Empire Consultants is looking for passionate individuals who seek a fulfilling career that offers flexibility and growth opportunities. This role allows you to work from home with a flexible schedule, enabling you to balance your personal and professional life...Remote jobWork from homeFlexible hours
$50k - $60k
...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881,... ...trust services and investment advisory and asset management services. The firm is seeking a Client Service Associate to join our Private Client Division in Washington...Full timePart timeLocal area- LHH in Falls Church, VA is seeking a motivated Client Services Associate for an ongoing temporary assignment starting ASAP. This onsite role focuses on serving as the primary contact for a group of clients, delivering timely responses and problem solving to maintain high...Temporary workWork at officeImmediate start
$21 - $24 per hour
LHH is partnering with a client in Falls Church, VA looking to bring on a motivated and service-oriented Client Services Associate . This is an ongoing temporary assignment that will... ...Experience in commercial real estate, property management, or a related industry is highly...Hourly payFull timeTemporary workWork at officeLocal areaImmediate start- Oppenheimer & Co. Inc. is seeking a Client Service Associate to join our Private Client Division in Washington, D.C. The role focuses on servicing clients, scheduling, marketing support, and coordinating meetings, with high confidentiality and initiative in supporting...
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
- Emerald Advisors, LLC in Arlington, VA is seeking a Senior Client Services Administrator to join our growing wealth‑management team. You will support advisers, manage onboarding, and ensure accurate, confidential client service and account administration. The ideal candidate...
- ...Client Service Associate Arlington, Virginia, United States; Herndon, Virginia, United States Reports To: The Client Services Associate... ...report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services...Full timeTemporary workPart timeWork experience placement
$55k - $75k
Your role Are you truly service oriented? Do you know how to take care of people... ...care of people? We’re looking for a Client Associate to: keep management systems up-to-date with client information... ...UBS is a leading and truly global wealth manager and the leading universal...Full timeWork at officeFlexible hours- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position... ...direct engagements Reviewing customer interactions with management and contributing to any feedback for improving customer service...Immediate startFlexible hours
$99.75k - $262.5k
...responsible for advising clients on the international assignment... ...and the Expatriate Services specialization. Managing staff assignments, financial... ...workload of Expatriate Services Associates and Senior Associates on... ...the chance to grow their wealth over time as their shares...Work experience placementWork at officeWorldwide$130k - $150k
Job Title: Tax Services Manager Compensation: $130,000-$150,000 plus 10%... ...employee benefits, investment and wealth management products and... ...services for wealth clients on behalf of HUB Investment... ...Review returns prepared by Tax Associates and provide technical feedback...Full timeLocal areaMonday to Friday$86.46k - $144.35k
...Business Banking Relationship Manager I calls on businesses and... ...development and actively profiles clients and prospects in their market... ...loan, deposit and treasury services opportunities. The BBRM I is... ...loans, deposits, investments & wealth management services, etc.)....Full timeWork experience placementBank staffLocal area
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