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

Wealth Management Client Associate: Client Services & Advisor Support

Bank of America ATM

Bank of America’s Merrill Wealth Management in Washington, DC is seeking a Client Service Associate to support Financial Advisors and clients with service needs, account actions, and cross-functional requests. You will be the main point of contact, ensuring timely, accurate materials, protecting client information, and promoting the firm’s banking and investment offerings. A client-centric mindset and strong communication are essential. #J-18808-Ljbffr Bank of America

Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate: Client Services & Advisor Support in Washington DC vacancy
  • J.P. Morgan Chase in Bethesda, MD seeks a Private Client Investment Associate within Wealth Management to provide client service, operational support to Private Client Advisors, and assist with wealth planning and referrals. The role emphasizes handling account openings... 
    Suggested

    JPMorganChase

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

    Overview Registered Client Service Associate Registered Client Service Associates provide...  ...service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a...  ...other duties directed by local management ADMINISTRATIVE SUPPORT: •... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    20 hours ago
  • JCW Group, a well-established advisory firm, seeks a Client Service Associate to support its advisory team and provide exceptional client service. This...  ...summaries, assist with billing and reporting, and help advisors with meeting preparation. #J-18808-Ljbffr JCW Group
    Suggested

    JCW Group

    Laurel, MD
    20 hours ago
  • 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... 
    Suggested
    Day shift

    Bank of America

    Alexandria, VA
    4 days ago
  • 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... 
    Suggested

    JPMorgan Chase & Co.

    Bethesda, MD
    20 hours ago
  •  ...build a career in financial services, Coldstream offers an...  ...join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to-...  ...the Registered Investment Advisor industry. This is a great... 
    Work at office
    Work from home

    Coldstream Wealth Management

    Washington DC
    11 days ago
  • Wealthspire Advisors LLC is seeking a Client Service Associate to support advisor teams and clients through account operations, onboarding, and ongoing maintenance...  ...client communication skills, and learns to manage custodial work with guidance from senior team members... 

    NFP Corp

    Potomac, MD
    10 hours 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...  .... Responsibilities include managing client accounts, answering inquiries... 

    PowerToFly

    Mc Lean, VA
    1 day ago
  • Wealthspire Advisors in Potomac, MD, is seeking a Client Service Associate to support advisor teams and clients through account onboarding, operations, and ongoing maintenance...  ...client communication skills, and learn to manage custodial work with guidance from senior team... 

    AON PLC

    Potomac, MD
    10 hours ago
  • $52k - $60k

     ...qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun,...  ...this position.   At Mainspring Wealth Advisors, we emphasize care for our clients, both internal... 
    Full time
    Work at office

    Mainspring Wealth Advisors LLC

    Washington DC
    12 days ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...delivering extraordinary customer service while maintaining a strong...  .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...  .... Your expertise will support a wide range of clients, from... 

    Fairygodboss

    College Park, MD
    1 day ago
  •  ...? CAPTRUST is seeking a Wealth Client Management Consultant who will work...  ...one to several financial advisors to service and retain wealth client...  ...authentically seen, respected, and supported. It is our intent to...  ...texture or hairstyles associated with race), religion,... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Flexible hours

    CapTrust Advisors, LLC

    Alexandria, VA
    2 days ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...delivering extraordinary customer service while maintaining a strong...  .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...  .... Your expertise will support a wide range of clients, from... 

    JPMorgan Chase & Co.

    Oxon Hill, MD
    1 day ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...customer service while maintaining a strong...  ...Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...  ...marketing and administrative support to Private Client Advisors within Wealth... 

    JP Morgan Chase

    Bethesda, MD
    3 days ago
  •  ...Description Choreo is a wealth management firm built on an...  ...of financial advisors with a shared vision servicing entrepreneurs, CPAs...  ...here to serve our clients beyond what is...  ...a Client Service Associate, you will be responsible...  ...and support. In this role you... 
    Work experience placement
    Work at office

    Choreo

    Potomac, MD
    3 days ago
  • $51.45k - $84k

    About Wealth Enhancement Wealth Enhancement...  ...wealth management firm with an...  ...lives of our clients. We continually...  ...investment management services to over 90,000...  ...Service Associate ! The Sr...  ...between clients, advisors, and internal/...  ...experience while supporting the day-to-day... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement

    Falls Church, VA
    2 days ago
  •  ...Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial...  ...individuals and families. You will support a wide range of clients,...  ...investor experience across channels and services. #J-18808-Ljbffr JPMorganChase

    JPMorganChase

    Oxon Hill, MD
    2 days ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...customer service while maintaining a strong...  ...Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...  ...marketing and administrative support to Private Client Advisors within Wealth... 

    JPMorgan Chase & Co.

    Bethesda, MD
    20 hours ago
  •  ...Registered Wealth Management Client Associate Washington, District of Columbia To...  ...and investment products and services for individuals, companies...  .... Merrill's Financial Advisors and Wealth Management...  ...an in-office culture that supports collaboration, engagement,... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Washington DC
    2 days ago
  •  ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Mount Laurel, NJ. You will support clients and financial advisors, onboarding new accounts, maintaining records, and processing transfers and trades in a fast-paced, professional team.... 

    RBC

    Laurel, MD
    3 days ago
  • $26.5 - $45 per hour

     ...Merrill Wealth Management Job OpportunityMerrill Wealth Management...  ...products and services for individuals, companies...  ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the...  ...in-office culture that supports collaboration,... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    Alexandria, VA
    4 days ago
  •  ...Job Description: Merrill Wealth Management is a leading provider...  ...investment products and services for individuals,...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the...  ...client service support to potentially multiple... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Laurel, MD
    20 hours ago
  • $51k - $60k

     ...0-60,000 We are a growing home care company seeking a Client Services Manager Associate to join our team in the DC Metro area. This role is responsible...  ...care, respite care, live-in and overnight care, and support for older adults and people with disabilities or... 
    Full time
    Live in
    Work at office
    Night shift

    Family & Nursing Care - Corporate

    Silver Spring, MD
    3 days ago
  • JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management. You will deliver comprehensive financial planning and advice to individuals...  ...markets, focusing on integrity and client-centric service in a digital-enabled environment. The role emphasizes... 

    JPMorganChase

    College Park, MD
    4 days ago
  • Pathstone is a growing wealth management firm seeking a Client Operations Associate to support a Client Advisory Team and handle daily client service operations, performance analyses, and presentation materials. Responsibilities include drafting instructions, processing... 

    Uncover

    Potomac, MD
    2 days ago
  •  ...institution is seeking a Financial Advisor Associate in Washington, DC. The...  ...will attract and retain clients by understanding their financial...  ...and providing tailored wealth management solutions. This role...  ...experience in the financial services industry are preferred, alongside... 

    TD Securities

    Washington DC
    2 days ago
  • Job Description Merrill Wealth Management is a leading provider...  ...investment products and services for individuals, companies...  .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the...  ...in‑office culture that supports collaboration,... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Washington DC
    2 days ago
  •  ...Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to...  .... Previous experience in a brokerage, wealth management, banking, or financial services environment... 
    Full time
    Work at office
    Remote work
    Monday to Friday

    Raymond James Financial Services

    Washington DC
    a month ago
  • $90k - $110k

     ...a purpose-drive, client-focused team committed...  ...in aligning wealth, passion, and purpose...  ...member of the Client Service team, you’ll...  ...closely with lead advisors to ensure clients...  ...before approval. Manage complex and strategic...  ...exceptional support to clients and the... 
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones

    Washington DC
    9 days ago
  • 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... 

    Morgan Stanley

    Potomac, MD
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate: Client Services & Advisor Support. Be the first to apply!