Client Services Associate
venn
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, briefings and other newsworthy events. Support client teams with research and other tasks. Establish, maintain, and update databases and other key materials. Perform other duties and responsibilities as assigned. Required 4‑year degree required. Must have excellent organizational skills, written and oral communications skills. Be enthusiastic and hardworking, capable of multi‑tasking, with strong computer and document production skills. Knowledge of and experience with Congressional and regulatory processes and major national policy initiatives strongly preferred. Proficiency in Microsoft Excel, Word, PowerPoint and Outlook. Uphold a professional image with external and internal business contacts. Work with integrity, including exhibiting discretion with confidential and sensitive information. Effective problem‑solving skills to resolve routine questions. Demonstrated ability to meet fast‑moving deadlines. How to Apply Submit a cover letter and resume within application. EEO Statement Venn’s employment practices are in accordance with the laws that prohibit discrimination against qualified individuals based on race, religion, color, gender, age, national origin, physical or mental disability, genetic information, veteran’s status, marital status, gender identity and expression, sexual orientation or any other status protected by applicable law. Venn is an equal‑opportunity employer. If you require an alternative method of application or screening, please contact Human Resources. #J-18808-Ljbffr venn
- ...Client Service Associate Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and...SuggestedFull timePart timeWork at office
$74.39k - $103.81k
...Licensed Client Service Associate 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 a good understanding of how the team and...SuggestedFull time- ...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 Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized... ...communicator. Essential Duties and Responsibilities Service daily client inquiries over the phone and in-person,...SuggestedFor contractorsWork at office
$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...SuggestedTemporary workWork at officeLocal area$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 office- ...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
$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 area$55k - $65k
...Client Service Associate Bethesda, MD Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to...InternshipWork at officeRemote work2 days per week$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$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...Work at officeRemote workWork from homeMonday to FridayAfternoon shift$33.28k - $88k
...Morgan Stanley Registered Client Service Associate Job Description 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...Temporary workWork at officeLocal area$55k - $65k
...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...InternshipWork at officeLocal areaRemote work2 days per week$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients...Work experience placementWork at office$55k - $75k
...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office$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$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...$55k - $65k
...Oppenheimer”) is a leading middle‑market investment bank and full service broker‑dealer. With roots tracing back to 1881, the Company... .... Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The...Full timePart timeLocal area$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...
$74.39k - $103.81k
Citigroup Inc. is seeking a Licensed Client Service Associate in Bethesda, Maryland. This role involves delivering wealth management services and requires strong communication skills, attention to detail, and compliance with regulations. Candidates should possess 2-5 years...$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...$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...- Citi is seeking a Licensed Client Service Associate to provide wealth management services in Bethesda, Maryland. The role requires strong communication skills, risk assessment, and compliance to enhance the reputation and effectiveness of Citi's services. The ideal candidate...
$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- ...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
$365k - $420k
...based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized... ...controversy matters before the Internal Revenue Service. Responsibilities We are seeking an experienced associate with at least five years of relevant...- 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...
- 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
$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
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