Capital Markets Client Service Associate
VirtualVocations
Supporting capital markets clients during the overnight shift, the full-time Capital Markets Client Service Associate will serve as the primary contact and project coordinator for complex financial document workflows, ensuring accurate and timely delivery while working remotely. Key responsibilities Serve as the main point of contact for corporate issuers, legal counsel, and investment banking teams Manage financial print and disclosure projects from initial request through final delivery, including EDGAR filing support Review client instructions, monitor project status, and proactively share updates while troubleshooting client issues Required qualifications Bachelor's degree preferred, or equivalent relevant work experience Three to five years of experience in client service, project coordination, or a similar deadline-driven environment Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat Pro Experience with complex, time-sensitive documents and sound judgment under pressure Strong organizational and multitasking skills in a fast-paced production environment
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the... ...service model Support the team's marketing strategy by maintaining marketing materials... ..., we raise, manage and allocate capital for our clients helping them reach their...SuggestedTemporary workWork at officeLocal area$33.28k - $88k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)... ..., we raise, manage and allocate capital for our clients – helping them reach...SuggestedTemporary workWork at officeLocal area$55k - $80k
...prospective and existing clients and other branch staff... ...and recognition for service and excellence in the... ...Registered Client Service Associate who is a motivated,... ...Advisors with marketing efforts including seminars... ...providing wealth management, capital markets, asset...SuggestedFull timeWork experience placementWork at office- ...re not just in the business of helping clients with their financial goals – we also help... ...seeking an experienced Client Service Associate to join our growing and ever evolving team... ...check‑in calls on follow up items Support marketing efforts to the practice, especially with...SuggestedFull timePart timeWork at office
- ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients... ...Duties and Responsibilities Service daily client inquiries over the phone and... ...the securities industry Financial markets, products and industry regulations...SuggestedFor contractorsWork at office
$55k - $75k
...Job Summary Registered Client Service Associate – Supports financial advisors and their prospective and existing clients, and other branch staff... ...Management (CRM) software. Assist financial advisors with marketing efforts such as seminars and client‑facing events. Engage...Work experience placementWork at office$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...delivering against a client service model Support the team’s marketing strategy by maintaining marketing materials, including...Temporary workWork at officeLocal area$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob... ...(CRM) software.* Assists Financial Advisors with marketing efforts including seminars and other client-facing events....Work experience placementWork at office$54k - $71k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We... ...experience preferred. Good understanding of finance and investment markets/securities. Critical thinking, attention to detail, and...$55k - $75k
...their prospective and existing clients and other branch staff team... ...history and recognition for service and excellence in the Financial... ...Registered Client Service Associate who is a motivated, detail oriented... ...Financial Advisors with marketing efforts including seminars and...Work experience placementWork at office$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...Full timePart timeLocal area$55k - $65k
...Polaris Campaigns: Client Services Associate Location: Washington, DC Salary: $55,000-$65,000 (Yearly) Company: Polaris Campaigns... ...rest of the Polaris team to ensure our clients achieve their marketing objectives. A successful Polaris employee will: Be dedicated...Temporary workWork experience placementInternshipShift work1 day per week$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service... ...service model Support the team’s marketing strategy by maintaining marketing materials... ..., we raise, manage and allocate capital for our clients – helping them reach...Full timeTemporary workWork at officeLocal area$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$55k - $65k
...Client Service Associate Bethesda, MD Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to...InternshipWork at officeRemote work2 days per week- ...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...
$74.39k - $103.81k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates a good understanding of how the team and...Full time$5,000 per month
...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 and campaign execution support...Work at officeRemote workWork from homeMonday to FridayAfternoon shift$55k - $65k
...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...InternshipWork at officeLocal areaRemote work2 days per week- ...innovation, and a people-first culture. We believe that outstanding service starts with talented individuals who are passionate about... ...Craft is seeking a motivated and customer-focused Client Service Associate to join our growing team in Washington, DC. In this role,...Full timeWork at office
- ...Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of our broad array of working relationships, our strategic expertise and...
- ...Escala Client Services Associate Venn Strategies is a nationally recognized government and public affairs firm based in Washington, DC. We provide strategic advocacy, coalition management, association management, grassroots engagement, and public affairs services to...
- ...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...Full timeWork at officeMonday to Friday
$50k - $60k
...Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the... .... Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Washington D...Full timePart timeLocal area$225k - $250k
...Senior Capital Markets Attorney — Private Placements & Capital Raising This Jobot Job is hosted by: Trey Mattson Are you a fit? Easy... ...Salary: $225,000 - $250,000 per year A bit about us: Our client is a multi-office firm advising businesses and sponsors on...Work at officeLocal areaFlexible hours$132.8k - $151.6k
...Manager, Client Development Affiliate Marketing, Capital One Ad Solutions (Remote) Capital One Ad Solutions is looking... ...One Ad Solution’s products and services with our merchant partners... ...will be subject to the pay range associated with that location, and the actual...Full timePart timeLocal areaRemote work- ...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
- ...Client Service Associate - West Financial Services - Registered Investment Advisor The Client Service Associate supports the Relationship Managers... .... Reconciles systems and researches cash / position / market value exceptions. Maintains and indexes client files in the...Work experience placementWork at office
- ...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
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