Trust Client Associate
$80k - $95kChain Bridge Bank N.A
Trust Client AssociateChain Bridge Bank, N.A. ("Chain Bridge" or the "Bank") is seeking a Trust Client Associate to join its Trust and Wealth Department. The Trust Client Associate provides administrative and operational support to the trust administration team. The associate works with the Trust Officer, the Client Associate, and fiduciary leadership on account opening, daily processing, client service, and account documentation. The role suits a detail-oriented professional who enjoys client contact and wants to build a career in trust and wealth management.Salary Range: $80,000 – $95,000 annually. The final compensation offered will be determined based on the selected candidate's qualifications, relevant experience, skills, and other job-related factors, consistent with applicable law. This role is eligible to participate in the Bank's annual incentive compensation plan, under which employees may earn a cash bonus based on the performance of the Company and the team, with an emphasis on financial results and risk management. Plan terms, eligibility, and payout amounts are determined at the sole discretion of the Bank and are subject to change.This is a hybrid position, with a requirement to be in the office at least three days per week in McLean, Virginia.Chain Bridge offers a professional benefits package consistent with a regulated banking environment, including:Competitive base salaryComprehensive health benefits (medical, dental, and vision)401(k) retirement plan with employer contributionPaid time off, including vacation, holidays, and sick leaveAnnual incentive compensation planProfessional development opportunities relevant to the role and the Bank's operating environment
$26.5 - $45 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$185k - $225k
...Trusts & Estates Associate Mid-Level to Senior This Jobot Job is hosted by: Trey Mattson Are you a fit? Easy Apply now by clicking the "... ...: $185,000 - $225,000 per year A bit about us: Our client is a multi-office firm advising individuals, families, and...SuggestedWork at officeLocal area- ...Jobot seeks a Trust and Estate Attorney in Arlington, VA to provide counsel on estate planning, administration, and probate matters. You will draft wills and trusts, powers of attorney, and related instruments, and collaborate with tax professionals to create tax-efficient...Suggested
- ...We are looking for a professional and customer-focused Client Relations Associate to join our team. In this role, you will serve as a primary point of contact for clients, helping to maintain strong relationships, deliver exceptional service, and support overall customer...SuggestedFull time
$51.45k - $84k
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...for a highly motivated Sr Client Service Associate ! The Sr Client Service Associate serves... ...and registrations as well as HSA, 529, Trusts Strong to expert level understanding of...SuggestedFull timeTemporary workWork at officeFlexible hours- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private... ...interactions with clients, individuals in this role build trusted relationships.Leading with a client first mindset, a successful...Work at officeLocal area
$35.36k - $90k
POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...Temporary workWork at officeLocal areaWork visa$100k - $140k
...Salary: $100,000 - $140,000 per year A bit about us: Our client is a well known and respected estate planning firm. Why join... ...Responsibilities: Provide comprehensive legal counsel on all aspects of trust and estate law, including estate planning, estate administration...Local area$25 - $44 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Job Description We are looking for a professional and customer-focused Client Relations Associate to join our team. In this role, you will serve as a primary point of contact for clients, helping to maintain strong relationships, deliver exceptional service, and support...
- ...Client AssociateTravisMathew is a premium apparel brand that exists because we seized an opportunity—and we're inviting you to take... ...the world. We invite you to join team TravisMathew.The Client Associate is responsible for maintaining the in-store sales and service experience...Part timeWeekend workAfternoon shift
- ...Client AssociateCallaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including... ...the game forward. For more information, please visit Client Associate is responsible for maintaining the in-store sales and service...Seasonal workWeekend workAfternoon shift
- ...regional markets and develop world-class, client-relevant capabilities. Most... ...THE ROLE As an Apella Account Services Associate (ASA), you will serve in a key support role... ...opportunity to step into a well-supported, high-trust, administrative role within a national,...Full timeTemporary workWork at officeRemote workFlexible hours
$33.28k - $85k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...Full timeTemporary workWork at officeLocal areaWork visa$185k - $225k
Trusts & Estates Associate —Mid-Level to Senior Salary: $185,000 - $225,000 per year Our client is a multi-office firm advising individuals, families, and business owners on estate planning, trust administration, and wealth transfer strategies. This company emphasizes...Work at officeLocal area- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Seasonal workWork at officeWork from homeShift workDay shift
- ...skills as well as industry knowledge to help clients obtain their financial goals and plan... ...Must-have 3+ years of Registered Client Associate experience or related industry... ...growing, and working together to deliver trusted advice to help our clients thrive and communities...Full timeFlexible hours
$60k - $70k
...experienced professional to join our Major Events team as a Client Relations Associate. This is a highly visible opportunity for a hospitality... ...Manage a portfolio of high-profile corporate clients, develop trusted relationships and provide guidance throughout the planning...Full timeTemporary workShift work- ..., challenges, tools and practices. Position Overview: The Client Success Associate is Billington's primary point of contact for our top sponsors... ...: Client relationship management Serve as the trusted day‑to‑day point of contact for a portfolio of top sponsors...Contract workLocal areaAfternoon shift
- Bogart Wealth is seeking a Client Service Associate in McLean, VA. This role delivers a first-class client experience through relationship focus and operational excellence, acting as a main contact for clients and internal teams. You will assist with account administration...
- ...Position Summary The Client Services Associate plays a crucial role in delivering professional, reliable, and customer-focused mail and package services to students, faculty, staff, and university departments. This position is essential for supporting daily mailroom operations...Full timeTemporary workPart time
$27 - $31 per hour
...RH Client Services AssociateRH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH... ...concerned with what's right, rather than who's right.Client Services Associates play an integral role in providing luxury service and assessing...Hourly payWork at officeLocal area- ...Client Services AssociateWe 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 start
- ...values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...Full timeFlexible hours
$365k - $420k
...Private Client Services Associate Attorney - MidlevelDirect Counsel represents a leading national law firm seeking an experienced Private Client... ...families on sophisticated estate and tax planning.Handle complex trust and estate administration, including trust modifications...Work at office- ...join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the... ...independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a...Work at officeWork from home
- ...Job Description Job Description Position Summary The Client Services Associate plays a crucial role in delivering professional, reliable, and customer-focused mail and package services to students, faculty, staff, and university departments. This position is essential...Full timeTemporary workPart timeImmediate start
- ...of Columbia, United States About the job Trust & Estate Planning Attorney Success Matcher... ...to join their robust Tax section. Our client is a powerhouse in the legal industry, legendary... ...next move. The Role We are seeking an associate with 5 to 8 years of experience dedicated...Work at office
- ...NoeCee Global is looking for a motivated and Customer Acquisition Associate to join our growing team. This position is a great opportunity... ...in marketing, sales, and customer service. \n \n As a Client Relations Associate, you’ll work directly with customers and clients...Weekly pay
- 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...
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