Client Service Associate for Financial Advisors
Raymond James
Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This position involves managing client interactions, onboarding new clients, and ensuring compliance with industry regulations. The ideal candidate will excel in organization and communication within a fast-paced environment. The role requires a High School Diploma with at least one year of related experience preferred. #J-18808-Ljbffr Raymond James
$55k - $65k
Oppenheimer & Co. Inc. is looking for a Registered Client Service Associate in Washington D.C. The role involves servicing clients, managing tasks, and supporting Financial Advisors. The ideal candidate will have at least 5 years of experience in a corporate environment...Suggested- Fwainvest in Washington, DC is hiring a Registered Client Service Associate to support financial advisors and clients. The ideal candidate will demonstrate strong communication skills across various platforms and effectively manage detailed tasks. You will handle client...Suggested
$55k - $75k
100 Raymond James & Associates, Inc. is seeking a Registered Client Service Associate to support financial advisors and their clients. In this role, you will provide high-quality administrative support, manage client interactions, and ensure compliance with industry regulations...Suggested- Raymond James is seeking a Registered Client Service Associate to provide critical administrative support to Financial Advisors and clients. The role requires effective communication, strong organizational skills, and the ability to navigate a fast-paced work environment...Suggested
- ...Client Service Associate - West Financial Services - Registered Investment Advisor The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of...Suggested
- Dormont Manufacturing Co is looking for a Registered Client Service Associate in Potomac, Maryland. This position focuses on modernizing client... ...onboarding clients, providing guidance, and preparing financial reports. The ideal candidate should have a strong grasp of...
- ...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... ...examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions...Temporary workWork at officeLocal area$55k - $65k
...Client Service Associate Bethesda, MD Position Summary Focus Partners Wealth is seeking a... ...that takes a comprehensive approach to financial planning, delivering personalized... ...you will partner closely with Wealth Advisors to support and strengthen client relationships...InternshipWork at officeRemote work2 days per week- ...Client Service Associate Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families... ...Perform other allowable duties as assigned by the financial advisors Greet clients upon arrival and extend hospitality to...Full timePart timeWork at office
$74.39k - $103.81k
## Registered Client Service AssociateApplyremote type: Hybridlocations: Bethesda Maryland United Statestime type: Full timeposted on: Posted... ...Todayjob requisition id: 26954713The Licensed Client Service Associate is a developing professional role which integrates in-depth...Full time$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- ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level... ...Duties and Responsibilities Service daily client inquiries over the... ...administrative support to the financial advisors and branch office Open new...For 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... ...Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with...Temporary 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- ...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...
$55k - $65k
...Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client... ...that takes a comprehensive approach to financial planning, delivering personalized advice... ...you will partner closely with Wealth Advisors to support and strengthen client...InternshipWork at officeLocal areaRemote work2 days per week$55k - $75k
...Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team... ...rich history and recognition for service and excellence in the Financial... ...dynamic Registered Client Service Associate who is a motivated, detail...Work experience placementWork at office$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted... ...id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients and other branch...Work experience placementWork at office$65k - $82k
...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... ...' experience in client services within the financial sector. The salary ranges from $65,000 to $82,...- 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...- 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...
$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
...market investment bank and full service broker‑dealer. With roots... ...range of activities in the financial services industry,... ...firm is seeking a Registered Client Service Associate to join our Private Client... ...questions from clients and advisors Quickly develop knowledge...Full timePart timeLocal area$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 - $80k
## Registered Client Service Associate-Washington DCApplylocations: DC - Washington - 1899 Pennsylvania Ave NW Ste 1000time type: Full timeposted... ...id: R-0011716**Job Description Summary**Supports Financial advisors and their prospective and existing clients and other...Work experience placementWork at office$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...
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