Client Services Associate — Financial Advisor Support
Raymond James
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. Key responsibilities include onboarding clients, managing accounts, and preparing reports, making it a vital position for maintaining client relationships. Candidates should have a High School Diploma and relevant experience in the securities industry. #J-18808-Ljbffr 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...Suggested
$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- ...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
- ...Manufacturing Co is looking for a Registered Client Service Associate in Potomac, Maryland. This position... ...by enhancing relationships and supporting their needs. Responsibilities include... ...clients, providing guidance, and preparing financial reports. The ideal candidate should...
$60k - $80k
...Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think... ...independent and highly personalized financial advice and planning for individuals,... ...exceptional service delivery to our clients by supporting day-to-day account operations and...Work experience placementWork at office$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$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... ...with clients, providing administrative and campaign execution support, and ensuring the successful delivery of media services....Work at officeRemote workWork from homeMonday to FridayAfternoon shift$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by... ...DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing... ...at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and...Temporary workWork at officeLocal area$55k - $65k
...Client Service Associate Bethesda, MD Position Summary Focus Partners Wealth is seeking... ...takes a comprehensive approach to financial planning, delivering personalized advice... ...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... ...role by providing client relationship support by deepening existing client relationships... ...allowable duties as assigned by the financial advisors Greet clients upon arrival and...Full timePart timeWork at office
- ...Client Service Associate Beloform Craft is committed to delivering exceptional customer experiences through professionalism, innovation, and... ...a key point of contact for clients, providing outstanding support, building strong relationships, and ensuring every interaction...Full timeWork at office
$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$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the... ...Duties and Responsibilities Client Support Cultivate and enhance new and... ...at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and...Temporary workWork at officeLocal area- ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients... ...of care and specialized support. As our team grows, we... ...Responsibilities Service daily client inquiries... ...support to the financial advisors and branch office...For contractorsWork 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 - $75k
...Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...rich history and recognition for service and excellence in the... ...dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at office$55k - $65k
...Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client... ...takes a comprehensive approach to financial planning, delivering personalized advice... ...will partner closely with Wealth Advisors to support and strengthen client relationships...InternshipWork at officeLocal areaRemote work2 days per week$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on:... ...Todayjob requisition id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients and other...Work experience placementWork at office$55k - $80k
## Registered Client Service Associate-Washington DCApplylocations: DC - Washington - 1899 Pennsylvania Ave NW Ste 1000time type: Full... ...requisition id: R-0011716**Job Description Summary**Supports Financial advisors and their prospective and existing clients and other branch...Work experience placementWork at office- 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...
$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 - $65k
...investment bank and full service broker‑dealer. With... ...of activities in the financial services industry,... ...seeking a Registered Client Service Associate to join our Private Client... ...organizational support, and client interaction... ...questions from clients and advisors Quickly develop...Full timePart timeLocal area$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...$34.32k - $90k
Dormont Manufacturing Co in Bethesda, Maryland is seeking a Registered Client Service Associate who will modernize client experience by providing exceptional support and assistance with firm services. The role requires a strong understanding of industry knowledge and exceptional...- Client Services Associate Venn Strategies is a full‑service government and public affairs firm based in Washington, DC. Responsibilities Compile... ...on key hearings, briefings and other newsworthy events. Support client teams with research and other tasks. Establish, maintain...
- A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and their clients. Responsibilities include managing client relationships, facilitating account transactions, and answering inquiries....
- A leading global financial services firm is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. Key duties include managing client relationships, executing transactions, answering inquiries, and robust administrative...
- Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate...
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