Registered Client Service Associate
$50k05218 Citigroup Global Markets Inc.
Client service associate washington dc Last updated: 1 day ago Full-time 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 go... Show more $50,000.00 yearly Full-time +1 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 servi... Show more Full-time POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and pr... Show more $74,390.00 yearly Full-time Registered Client Service Associate.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll hav... Show more Full-time Public Consulting Group LLC (PCG).PCG is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improv... Show more Full-time Why join this team Deliver exceptional service to UNFCU members promptly and courteously, adhering to established guidelines, and fostering strong relationships through effective problem-solving.Ha... Show more Full-time Purple Strategies is a corporate reputation and strategy firm that combines the creativity and discipline of brand communications with the speed and strategy of political campaigns to help leverage... Show more Full-time 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.Finance to provide... Show more $65.00 hourly Full-time Private Client Service delivers highly customized and comprehensive service to our clients.As a key member of this team, the Relationship Associate will execute on a range of client requests while ... Show more Full-time Client Service Associate, GC Wealth.General Catalyst is a global investment and transformation company that partners with the world's most ambitious entrepreneurs to drive resilience and applied AI... Show more Full-time Senior Manager, Client Service.Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide.We represent companies at every stage of development,... Show more Full-time Manages engagement efforts and supports select customer accounts to drive greater customer satisfaction and utilization of assigned products to maximize customer retention.Provides account training... Show more Full-time Senior Client Management Associate.CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist ... Show more Full-time Summary of Competitive Benefits & Perks:.Health/Medical Insurance including Dental and Vision.Complimentary usage of modern in-house fitness center.On-premise full-service dining center discounts.D... Show more Full-time +1 Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client... Show more $70,000.00–$115,000.00 yearly Full-time Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams o... Show more $115,000.00 yearly Full-time We are seeking a Client Service Manager to join our team supporting the Federal Deposit Insurance Corporation (FDIC) in Arlington, VA.You will be acting as a lead technician in the performance of o... Show more $65,000.00 yearly Full-time Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.We are united by a clear purpose: to help clients pursue thei... Show more The cities near Washington, DC that boast the highest number of client service associate jobs are: Kent Bellevue Tacoma Spokane Virginia Beach Seattle Everett Spokane Valley Renton The 10 cities near Washington, DC that have the most job openings are: Kent Bellevue Tacoma Spokane Anchorage Virginia Beach Seattle Manchester Everett Spokane Valley The 10 most popular job searches in Washington, DC are: amazon work from home government amazon warehouse summer online customer service data entry customer care data entry clerk #J-18808-Ljbffr
$55k - $75k
...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability...SuggestedWork experience placementWork at office$34.32k - $90k
...POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...SuggestedTemporary workWork at officeLocal area$55k - $75k
...and their prospective and existing clients and other branch staff team members.... ...of rich history and recognition for service and excellence in the Financial Services... ...Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...SuggestedWork experience placementWork at office$70k - $115k
...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 regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area$70k - $115k
...Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role is client‑first, requiring strong interpersonal skills and the ability to assist clients...SuggestedTemporary workWork at officeLocal area$74.39k - $103.81k
...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 good understanding of how the team and area integrate with others in accomplishing...$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Temporary workWork at officeLocal area$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and...Full timeTemporary workWork at officeLocal area$54k - $71k
...dollar invested has a job to do for our clients. That’s why we are committed to managing... ...career with us. As a member on the Client Services team, you’ll play a pivotal role by... ...Requirements Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is...- ...Description MV Financial is a Registered Investment Advisory firm. We... ...and high net worth clients. Individuals filling this position will interface and service our clients. The individual who... ...functions of our firm. The duties associated with this role include, but are...Full timeWork at officeMonday to Friday
$55k - $65k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the... ...services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C....Full timePart timeLocal area$55k - $65k
...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team. The Client Service Associate role offers an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...InternshipWork at officeRemote work2 days per week3 days per week- ...Client Service Associate Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and...Full timePart timeWork at office
- ...asset management. Chevy Chase Trust offers clients direct access to decision-makers and is... ...to inventive thinking and client service. Our global, macroeconomic outlook means... ...motivated and detail-oriented Client Services Associate to join our team. This role is essential...Work experience placementWork at office
- ...firm focused on the financial services industry, partnering with... ...management practices nationwide. Our client—a highly respected, well-... ...a Senior Client Service Associate to join their team. This role... ...placement memoranda Experience at a Registered Investment Advisor (RIA) firm...Work at officeFlexible hours
$55k - $65k
...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 advice aligned with...InternshipWork at officeLocal areaRemote work2 days per week- ...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
- ...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 client service and interpersonal skills, with at least two years...
- ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized... ...communicator. Essential Duties and Responsibilities Service daily client inquiries over the phone and in-person,...For contractorsWork at office
- ...Partners our collaborative team caters to our clients with a high level of care and... ...our team grows, we are seeking a Client Associate who aligns with our vision and values. The... .... Essential Duties and Responsibilities Service daily client inquiries over the phone and...Work at office
- ...taste on a global level, curating luxury home furnishings and building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing client needs. This role is ideal for an innovator with a sense of...Work 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
- ...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
- ...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
- ...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...
$65k - $85k
...planning firm exclusively serving retirees and soon-to-be retirees in the greater DC Metro area. We are seeking an experienced Client Service Associate to join our team. This role is ideal for a polished professional who thrives in a fast-paced environment and enjoys...Work at office$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$19.5 - $26.2 per hour
...Client Service Associate This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Service Associate based in United States. This role offers an opportunity to support and strengthen client...Hourly payRemote workFlexible hours- ...Registered Wealth Management Client Associate Washington, District of Columbia To proceed with your application, you must be at least 18 years of... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...Seasonal workWork at officeWork from homeShift workDay shift
$26.5 - $45 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeShift workDay shift
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