Senior Client Services Advisor - Wealth & Banking
$94k - $141kCiti Group
Citigroup Inc. in Washington DC is seeking a Client Service Officer to deliver wealth management services to CITI PRIVATE BANK clients. This role requires strong analytical and communication skills as well as a solid understanding of banking products. Candidates should have 5-8 years of experience, a Bachelor's degree, and the ability to manage client banking transactions effectively. The position offers competitive benefits and salary ranging from $94,000 to $141,000 based on experience. #J-18808-Ljbffr Citigroup Inc.
- Citi is seeking a seasoned Client Service Officer to provide wealth management services for CITI PRIVATE BANK clients. You will manage client transactions, address inquiries, and ensure operational integrity while maintaining high client satisfaction. Ideal candidates...Senior
- TwinThread is seeking a Managing Director, Private Banker in Washington, D.C. to provide advisory services in wealth management to clients of J.P. Morgan's U.S. Private Bank. The role requires over 15 years of experience in Private Banking or Financial Services, a...Senior
- J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations) Manassas, VA, United... ...Business Unit Consumer & Community Banking Posting Date 08/07/2025, 11:34 AM... ...delivering extraordinary customer service while maintaining a strong...SuggestedFull time
- Bank of America is seeking an experienced individual in Chevy Chase, MD for a client management role. You will lead business development efforts, identify new client opportunities... ...in private banking or complex financial services, along with strong interpersonal and...Senior
- A leading financial services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating...Senior
$68k - $120k
...PowerToFly is seeking Wealth Management Associates to provide exceptional client service and support Financial Advisors in Washington, DC. This role includes cultivating relationships and assisting in portfolio management and proposal tools. The ideal candidate should...Senior- Bank of America in McLean, Virginia, seeks a seasoned professional for a key role in client management and business development. This role demands a proactive individual with over... ...in private banking or complex financial services. Your main tasks will include leading the...Senior
$76k - $125.3k
...the global financial services marketplace and the... ...side with a range of clients from our most... ...new entrants across Banking and Capital Markets, Wealth and Asset Management... ...responsibilities A senior analyst in FSO EDGE... ...status as a trusted advisor to maintain and further...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...of business to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts.... ...prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (...Flexible hours
- ...experiences and opportunities for our employees, clients and stakeholders. We celebrate both... ...rates. Collaborates with Client Service to analyze renewal business and place new... ...instant message or group chat; (b) request banking or credit card information during the...Flexible hours
- ...Private Client Advisor Full-time Department Name: Sales Office Type: Hybrid Company... ...rates. Collaborates with Client Service to analyze renewal business and place new... ...instant message or group chat; (b) request banking or credit card information during the...Full timeWork at officeFlexible hours
- ..., D.C., is seeking an experienced Private Banker to manage client relationships and provide expert financial advice. The ideal candidate will have a minimum of six years in Private Banking or Financial Services, a Bachelor's Degree, and required licenses. Success in client...Senior
- JPMorgan Chase & Co. is looking for a Private Client Banker in Bethesda, Maryland. This role focuses on managing relationships with affluent clients, providing tailored banking services, and acquiring new clients. Ideal candidates should have at least 1 year of Branch Banking...
- ...Relationship Banker in Alexandria, VA. This role involves welcoming clients, offering financial solutions, and building lasting... ...retirement savings plan. Join us in providing exceptional client service while embracing diversity and inclusion. #J-18808-Ljbffr JPMorgan...
- ...Senior Financial Consultant--Wealth Management This position is responsible for providing... ...and businesses, managing client goals and objectives and... ...with Atlantic Union Bank branches. Position Accountabilities... .... Maintain and service current customer accounts...SeniorBank staffWork at officeLocal area
$60k - $70k
...Amalgamated Bank seeks an Account Executive I in Washington, DC to manage client portfolios and provide support within Commercial Banking. The role involves consulting with clients and ensuring smooth service transitions. Ideal candidates will have a Bachelor's degree...$151.5k - $346k
...Location: Anywhere in Country Senior Manager – Business Process Architect At EY, we’re all in to shape your future... ..., and AI-enabled transformation. This role will lead client engagements in financial services, banking, insurance, or capital markets, focusing on...SeniorFlexible hours$98k - $163k
...Agencies (FCA) Energy & Environment clients. This group of clients... ...Science Foundation. Incoming Senior Consultants will work with... ...Ability to thrive in client service and team-based environments,... ...recruitment event. Never provide your banking information to a third party...SeniorTemporary workWork at officeFlexible hours- ...Remitly Inc. is seeking a Senior Product Compliance Manager in Arlington,... ...foundation for our Consumer Financial Services. You'll be the primary compliance advisor to product and engineering teams,... ...individual will manage complex US banking regulations and develop compliance...SeniorWork at office3 days per week
- ...seeking a Relationship Manager to manage small business and personal client relationships in Washington, DC. This role requires strong sales... ...a competitive salary range and comprehensive benefits, fostering an inclusive work environment. #J-18808-Ljbffr City National BankSenior
- ...United Bank seeks a dedicated professional to support Relationship Managers in relationship management and account administration. The... ...transaction processing, account maintenance, and facilitating client meetings, requiring strong organizational and communication skills...Work at office
- Fnb Online is seeking a Senior Relationship Banker in Bethesda, MD. This role focuses on executing consumer banking services and achieving sales goals. Candidates should have a High School diploma, excellent customer service and communication skills, and at least one year...Senior
$49.77k
Capital One is seeking a Senior Coordinator for Small Business Banking to provide exceptional customer service. This fully remote position requires at least 3 years of customer service or call center experience. Ideal candidates will have experience with Google Suite or...SeniorRemote jobWork at office$75.2k - $124.1k
...and Withholding EDGE Senior Analyst EY is a... ...the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...new entrants across Banking and Capital Markets, Wealth and Asset Management... ...status as a trusted advisor to maintain and further...SeniorSummer holidayFlexible hours$22 - $26 per hour
...is seeking a Part Time Universal Banker in Washington, DC. In this role, you will provide timely completion of client transactions, ensuring superior service and supporting the sales team through client outreach. Qualified candidates should have a high school diploma and...Hourly payPart time$22 - $26 per hour
Truist is seeking a Client Service Representative in Washington, DC to manage client transactions and deliver exceptional service while understanding clients' financial needs. The ideal candidate will have a high school diploma, two years of relevant experience, and strong...Hourly pay$22 - $26 per hour
...Arlington, Virginia is looking for a Part Time Universal Banker to provide exceptional service and support client transactions. Responsibilities include educating clients on self-service banking solutions and participating in sales outreach. The ideal candidate will have a...Hourly payPart time$143.3k - $238.9k
...Commercial Senior Relationship Manager page is loaded##... ...-performing team at a bank that combines the... ...Primary Responsibilities:*** Services customers seeking loan... ...Manage and retain existing clients. Works closely with... ...banking services with the wealth management and...SeniorLocal area$120k - $140k
...Advisory Incorporated is seeking experienced professionals for a client service role in Washington D.C. Ideal candidates will have a strong... ...include managing client needs and collaborating with various advisors. The role requires a Bachelor's degree, a minimum of ten...Senior$119.5k - $199.1k
...for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business, manage risk and credit decisions, and service existing clients through the bank's relationship management program. Work with branch partners to effectively...SeniorWork experience placementRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Services Advisor - Wealth & Banking. Be the first to apply!
- online customer service representative Washington DC
- customer advisor Washington DC
- airport customer service agent Washington DC
- customer support associate Washington DC
- employee relations assistant Washington DC
- participant services representative Washington DC
- customer service representative 1st shift Washington DC
- inbound call center customer service representative Washington DC
- service agent Washington DC
- insurance customer service advisor Washington DC

