Senior Client Services Advisor - Wealth & Banking
$94k - $141kCitigroup Inc.
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.
- Bank of America in Chevy Chase is seeking a seasoned professional to lead the Client Management Process and drive business development. The ideal... ...and complex financial services, with strong interpersonal skills... ...a holistic approach to wealth management. The position requires...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
- 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
- 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
- ..., 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
- Truist Bank is seeking a Relationship Banker or Senior Relationship Banker in Falls Church, Virginia. The role focuses on providing superior client service and developing new and existing client relationships while advising on financial solutions. Successful candidates...SeniorFull timeContract work
- 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...
$45.76k - $54.5k
A financial services company is seeking a Client Service Representative in Bethesda, MD. The role involves providing a distinctive client experience, managing transactions, and supporting sales through client outreach. Candidates should have a high school diploma, strong...Weekend work$83k - $138.3k
## Commercial Credit Senior Associate, C&IApplyremote type: Onsite... ...of commercial clients.**Primary Responsibilities:*... ...the credit analyses for the Bank’s commercial transactions. Written... ...Bank’s traditional banking services with the wealth management and institutional...SeniorWork experience placementInterim roleWork at office- ...A leading financial software provider is seeking a Senior Account Director to drive new business growth, particularly in the banking sector. This role requires deep expertise in B2B sales, strategic prospecting, and consultative selling approaches. Ideal candidates will...SeniorRemote work
- ...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
- Fnb Online in Alexandria, Virginia is looking for a Senior Relationship Banker to execute traditional banking tasks and promote sales. This role requires excellent customer service and communication skills, with a strong understanding of banking products. A high school...Senior
$72.6k - $114.63k
EagleBank is looking for a Premier Banking Officer II in Washington, DC, offering a hybrid... ...relationship management for deposit-driven clients and includes responsibilities like... ...compliance, and providing excellent customer service. The ideal candidate has a high school diploma...Senior$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- ...What You Will Do: As a Senior Consultant in Guidehouse's Financial... ...supporting Department of War clients, you will lead initiatives... ...business development, client service, and people development. Our... ...recruitment event. Never provide your banking information to a third party...SeniorTemporary workWork at officeFlexible hours
$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$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 placement$22 - $26 per hour
A financial services company is seeking a Client Service Associate to provide exceptional service and maintain client transactions in Bladensburg, Maryland. Responsibilities include engaging clients courteously, educating them on digital solutions, and supporting sales...Hourly pay$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- PNC Financial Services Group, Inc. is seeking a Personal Banker in Washington DC to enhance the customer experience through proactive engagement and tailored banking solutions. You will identify and address customer needs while ensuring compliance with company policies....
$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- ...Senior Staff Software Engineer - Debt Resolution Senior Staff Software Engineer - Debt... ...Resolution Nu is the world's largest digital banking platform outside of Asia, serving over 12... ...to develop innovative products and services. Guided by its mission to fight...SeniorTemporary workImmediate startRemote work
$119.5k - $199.1k
Business Banking Senior Relationship Manager page is loaded## Business Banking... ...with small business clients. Solicit new business, manage... ...risk and credit decisions, and service existing clients through the... ...traditional banking services with the wealth management and institutional...Senior$98k - $163k
...Agencies (FCA) Energy & Environment clients. This group of clients... ...Science Foundation. Incoming Senior Consultants will work with Chief... ...Ability to thrive in client service and team-based environments,... ...event. Never provide your banking information to a third party...SeniorTemporary workWork at officeFlexible hours$91.95k - $196.68k
...As the Fund Services Business Development Representative Sr. , you... ...keeping, distribution and bank custody functions. You must also... ...and services to existing clients Managing territory to maximize... ...more than a company. We are advisors, consultants, problem solvers...SeniorLocal areaRemote workRelocationFlexible hours- ...Platforms Nu is the world's largest digital banking platform outside of Asia, serving over 12... ...to develop innovative products and services. Guided by its mission to fight complexity... ...About the Role We are looking for a Senior Staff Software Engineer to lead the technical...
$80.8k - $92.2k
Senior Associate, Treasury Management Associate Aligned to one or more Commercial Banking business segments, the Treasury Management Associate (... ...key support by maintaining a client focus with an awareness and... ...implementing products and services. This role supports sales...SeniorFull timePart timeLocal area- ...Capital One is hiring for a Distinguished AI Engineer to drive innovative AI solutions aimed at revolutionizing banking. The position involves collaborating with cross-functional teams to create AI-powered products, developing scalable AI systems, and contributing to the...SeniorRemote work
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