Wealth Management Client Services Associate
Raymond James
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 environment. Responsibilities include responding to client inquiries, processing account changes, and preparing financial reports. Candidates should ideally possess a bachelor’s degree and relevant certifications like SIE and Series 7. #J-18808-Ljbffr 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... ...have at least 3 years of experience in wealth management, a Bachelor's degree preferred, and strong...Suggested
- ...Registered Client Service Associate page is loaded## Registered Client Service Associatelocations:... ...attention and service. McDermott Armati Wealth Strategies is seeking a Registered... ...accuracy* Excellent organizational and time-management skills* Professional communication (...SuggestedFor contractorsWork experience placementWork at office
- ...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...SuggestedWork at officeLocal area
$73k - $102k
...and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them... ...a career with us. As an Executive Client Service Associate, you will be part of the Client Services Team and...SuggestedFull time- ...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...SuggestedFull timeWork at officeMonday to Friday
- ...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
- 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
- A financial advisory firm is seeking a Registered Client Service Associate to provide high-level administrative support to Financial Advisors... ...to detail, along with at least 3 years of experience in wealth management. The ideal candidate should be comfortable managing...
- About this role:Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the... ..., you will:Assist Financial Advisor(s) with sales, service and operational related activities such as providing...Ongoing contractFull timeWork experience placementWork at officeImmediate start
$20.79 - $26.4 per hour
...Job Description Position Summary Support the service and tire team under the direction of the Manager, Store Service. Assist in driving sales across... ...Service in training and coaching service selling associates on "Pep Boys Customer Care Process," Courtesy Vehicle...Hourly payFull timeTemporary workPart timeLocal areaNight shiftWeekend work- ...like to invite you to join our team as a Service Project Manager! We offer great benefits, a... ...Generate reporting as required for the client, Service, Sales, and Monitoring departments... ...departments of VSN. What You'll Need: ~ Associate's Degree or combination of project...Hourly payTemporary workRemote workFlexible hours
- ...Director of Dietary Services Lead a Team That Makes a Difference Every Day At Manassas... ..., maintaining regulatory excellence, managing operations, and creating an outstanding... ...Successful completion of a Dietary Managers Association (DMA) approved Dietary Management...Local areaWeekend workAfternoon shift
$195.42k - $370.53k
...number one priority. With a wealth of learning and career development... ...- Accounting Advisory Services in Accounting Advisory Services... ....Responsibilities: Provide client-focused accounting advisory... ...and development team of associates to managers around similar technical accounting...H1bLocal area$50k - $70k
...Midas we are dedicated to providing quality services to customer vehicles in the areas of... ...looking for automotive service advisor to manage and direct all service department... ...role. Midas is committed to training our associates and promoting from within the organization...Relocation package- ...Customer Experience Coordinator to be the bridge between our clients and our service teams. If you're someone who thrives on communication,... ...encompass coordinating field service technicians' schedules, managing customer inquiries, and handling daily administrative tasks...Full timeTemporary workWork at office
$16 - $20 per hour
...Automotive Assistant Service Center Manager- $16.00-$20.00/hr. + Incentives! What You’ll Do: -Build trust and win repeat, loyal customers -Assist the Service Center Manager in the daily operation and oversight of the location -Responsible for inventory...Afternoon shift- ...Job TitleFamily Services Specialist IIIJob DescriptionRepresents the... ...more complex duties). Duties associated with the Family Services... ...programs as assigned; plan and manage own work activities including... ...and support systems; informs clients of related service program rules...InternshipLocal area
- ...Client Partner | Executive Recruiter at McFarlin Stanford Landscape Account Manager Job Description: Job Description The Account Manager serves as the primary point of contact... ...properties, ensuring high-quality service, client satisfaction, and business growth. This...Contract workSeasonal workWork at office
$107.16k - $238.17k
...Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...as a firm.KPMG is currently seeking a Manager to join our International Tax practice. Responsibilities... ...:Coordinate with internal client service teams to assist multinational enterprises...H1bLocal area$150.4k - $343.6k
...LLP provides a full range of consulting and audit services to help our Federal, State, Local and Education clients implement new ideas to help achieve their mission... ...US federal, state and local agencies better manage their programs and projects. If you are looking to...For contractorsSummer holidayWork at officeLocal areaFlexible hours- ...Harris Teeter - TV Commercial - Associates Supervise up to 120 associates in the Customer Service Department [cashiers, baggers, customer service clerks] and accounting... .... Is responsible for assisting the Department Manager with the overall direction, coordination, and...Full timeWork at officeLocal areaImmediate startFlexible hours
$120k - $155k
...match after 1 year, and a path to senior associate and leadership roles. Why This Is a... ...that values trial skill, strong advocacy, client service, and real results. Public defenders and... ...Confidential Employer. Job Description Manage a criminal defense caseload across...Immediate startRelocation package$84k
...91 Clipper Dr. Lake Ridge, VA 22192, USA Director of Resident Services for our Senior Living Community in Lake Ridge, VA Salary starting... ...A bachelor’s degree in healthcare administration, hospitality management, social work, gerontology, or a related field or a minimum of...Daily paidFull timeTemporary workWork at officeImmediate start$120k - $140k
...Description Job Title: Accounting Manager Department: Accounting FLSA Status... ...with custodians and outsourced service providers, and reconciliation of investment... ...commercial banking and trust and wealth management services to clients nationwide through a technology-...Summer workSummer internshipWork at office3 days per week$74.88k
...leading security and facility services company, offers rewarding... ...Universal® is hiring an Account Manager. As an Account Manager, you are... ...security officers, meeting client contract hours while minimizing... ...status or relationship/association with a protected veteran, or...Full timeContract workWork at officeLocal area- The Rose Gaming Resort in Dumfries, Virginia is seeking a Cash/Player Services Rep to handle guest transactions, manage Players Club data entry, and provide retail support in the gift shop. This on-site role requires accuracy, discretion with funds, and friendly customer...
$134.5k - $265.1k
...Deloitte’s Enterprise Operations as a Service (EOaaS) practice helps... ...excellence, technology enablement, and managed services. We support clients across finance and supply chain, as... ...applicable geographic differential associated with the location at which the position...Full timeWork at officeLocal area$65k - $75k
...Have a Place with the Best in Pests When youre an Orkin Service Manager, youre quality control ensuring top-notch service from the industry... ...work in the field independently and interact with our great clients What will my work environment be like? Candidates...- ...Join Our Team as a Service Supervisor at Colonial Village in Manassas, VA! Thalhimer is seeking a motivated and skilled Service Supervisor... ...: Overseeing and completing apartment maintenance and repairs Managing work orders and apartment turnovers Performing preventative...Full timeRelocation package
- ...Job Title Service Manager (Hybrid) Location Rockville, Bethesda, Gaithersburg, Fairfax, Falls Church, and surrounding areas. Reports To Director... ...with employees from diverse backgrounds, building strong client relationships, managing multiple priorities, and learning...Full timeWork at officeMonday to FridayWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
- community services specialist Manassas, VA
- professional services specialist Manassas, VA
- toyota service advisor Manassas, VA
- environmental services attendant Manassas, VA
- service administrator Manassas, VA
- health services administrator Manassas, VA
- car service advisor Manassas, VA
- facility service associate Manassas, VA
- nutrition services aide Manassas, VA
- service worker Manassas, VA



