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
$33.28k - $88k
...Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal area$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$35.15k - $90k
...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA...SuggestedTemporary workWork experience placementLocal area- ...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...SuggestedFull timeWork at officeMonday to Friday
$50k - $60k
...Oppenheimer\") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...and asset management services. The firm is seeking a Client Service Associate to join our Private Client Division in Washington D.C. The...SuggestedFull timePart timeLocal area- 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...
- ...entrepreneurial roots- valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship Officer... ...roles in the organization. This role is the face of client service excellence and engagement with our Operating Partner Families &...Work at officeLocal areaWork from homeWorldwide
- Morgan Stanley is seeking Registered Client Service Associates to help shape the future of client service. This role requires understanding firm policies and capabilities to deliver the full firm to clients, while supporting relationship growth and service excellence. The...
$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- JCW Group, a well-established advisory firm, seeks a Client Service Associate to support its advisory team and provide exceptional client service. This role handles account service requests, onboarding, KYC/AML, and coordination with custodians to ensure smooth day-to-...
- 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...
- 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...
- 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
- 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...
$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 begin ASAP. Location: Falls Church, VA (Onsite) Schedule: 40 hours per week Pay Rate: $...Hourly payFull timeTemporary workWork at officeLocal areaImmediate start- ...taste on a global level, curating luxury home furnishings and building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing client needs. This role is ideal for an innovator with a sense of...Work at office
- Morgan Stanley is seeking a Registered Client Service Associate to help shape our client experience and support growth. You will work with Financial Advisors to deliver the full firm to clients, onboarding accounts, processing requests, and ensuring documentation remains...
$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...Full timeTemporary workWork at officeLocal area- ...Client Services Associate The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with all Federal, State, and local...Work at officeLocal areaImmediate startMonday to Friday
$19 per hour
...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing...Full timeWork at office- 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
- 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...
- Bank of America in Alexandria, VA, seeks a client service associate for Merrill Wealth Management to support Financial Advisors and client needs. You will educate clients on banking and investment products, ensuring timely and accurate materials and strong risk management...Day shift
$20 per hour
Our client is a local government agency dedicated to providing inclusive, innovative, and high-quality public services to its residents. The Human Services Client Associate will support crisis intervention, case management, and community outreach efforts within the Department...Hourly payFull timeContract workTemporary workLocal areaFlexible hours- ...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 with a forward-thinking approach to financial planning to translate...Work experience placementWork at office
- ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide...Immediate startFlexible hours
- J.P. Morgan Chase in Bethesda, MD is seeking a Private Client Investment Associate to support Private Client Advisors in Wealth Management. You will handle client service, operational requests, and wealth planning support, while maintaining regulatory compliance and risk...
$50k - $83k
...Job Description What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth... ...serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison...Full timeWork at officeFlexible hours- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...
- ...someone who thrives in a welcoming, customer service-oriented environment with excellent... ...enjoy building strong relationships with clients, then look no further and apply today!... ...Join our team as a Seasonal Client Support Associate and be the friendly face for all those...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- client account associate Washington DC
- client relationship associate Washington DC
- environmental services attendant Washington DC
- public service officer Washington DC
- environmental service worker Washington DC
- food service officer Washington DC
- human services specialist Washington DC
- community services specialist Washington DC
- member services specialist Washington DC
- staff services manager Washington DC



