Client Services Associate, Private Client - DC
$50k - $60kOppenheimer & Co Inc
Oppenheimer & Co Inc is seeking a Client Service Associate in Washington D.C. The role involves servicing clients, marketing, scheduling, and managing databases while maintaining high confidentiality. The ideal candidate should possess strong communication skills, proficiency in MS Office, and have 1-2 years of relevant experience. A comprehensive benefits package is included, along with a salary range of $50,000 to $60,000 per year. #J-18808-Ljbffr Oppenheimer & Co Inc
$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...Private client$33.28k - $85k
Overview Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...paste into your browser. For Washington DC: Salary range for the position: $33,280...Private clientTemporary workWork at officeLocal area$50k - $60k
...) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Washington D.C. The primary...Private clientFull timePart timeLocal area$74.39k - $103.81k
Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge... ...or equivalent experience. Job Details Job Family Group: Private Client Coverage Job Family: Client Services Time Type: Full...Private clientFull time$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer.... ...The firm is seeking a Client Service Associate to join our Private Client Division in Washington D.C. The primary responsibilities...Private clientFull timePart timeLocal area$55k - $65k
...instant updates as new positions become available. Registered Client Service Associate (Washington D.C) Oppenheimer & Co. Inc. (“Oppenheimer”) is... ...seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The primary...Private clientFull timePart timeLocal area$55k - $80k
...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Full timeWork experience placementWork at office- BCG Attorney Search is seeking an associate attorney to join its Private Client Practice Group in Washington, DC. The ideal candidate will have 2 to 4 years of experience and will excel in a fast-paced, collaborative environment. You will engage in drafting estate planning...Private clientPrivate practice
$5,000 per month
...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... ...This position is based in Washington, DC however, we are open to remote work in other...Work at officeRemote workWork from homeMonday to FridayAfternoon shift- ...Client Service Associate The primary function is to support the designated Relationship Managers/Advisors in day-to-day client contact, relationship... ..., and translate data Company Profile: In Washington DC, the expected base pay salary range for this role is 53,538...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...- ...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...
$65k - $82k
...purposefully built and nurtured our client-first culture. Brown... ...the highest level of client service. The firm's clients-including... ...firm. Position Summary Private Client Service delivers... ...this team, the Relationship Associate will execute on a range of client...Private clientTemporary workWork at officeWorldwide$65k - $82k
Brown Advisory in Washington is seeking a Relationship Associate to provide exceptional client service and manage account activities. The ideal candidate will have a Bachelor's degree and at least 2 years of experience in the financial industry. Responsibilities include...Private client- ...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
- ...Overview: Chevy Chase Trust is a privately owned investment think tank... .... Chevy Chase Trust offers clients direct access to decision-... ...inventive thinking and client service. Our global,... ...detail-oriented Client Services Associate to join our team. This role is...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$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$60k - $80k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at office$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...$65k - $82k
Brown Advisory Incorporated 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 coordinating with various teams to manage client accounts effectively. Ideal...$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 believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for...$60k - $80k
...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...Work experience placementWork at office$60k - $80k
B.f.-Saul-Company in Bethesda, Maryland, is seeking a detail-oriented Client Services Associate. This role involves delivering exceptional service, supporting account operations, and ensuring compliance. Ideal candidates are organized, thrive in a fast-paced environment...- ...outreach, and promotional campaigns. Our team is committed to creating positive experiences while delivering exceptional customer service and support. Responsibilities Greet and assist customers in a professional and friendly manner Provide information about products,...
- Threadneedle Group, located in Bethesda, MD, is looking for an experienced Client Service Associate to provide exceptional service to clients. The role involves managing client relationships, assist with marketing efforts, and providing necessary support to ensure a seamless...
- 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...
- Job Summary Goetzman Nau Financial Partners is seeking a Client Associate who embodies our vision and values. The ideal candidate has a positive... ...a strong communicator. Essential Duties and Responsibilities Service daily client inquiries over the phone and in person,...For contractorsWork at office
$75k - $160k
The Goldman Sachs Group is seeking Wealth Management Professionals in Washington, DC to enhance client relationships and provide operational support. The role requires strong client service skills and organizational abilities to manage investments and client interactions...Private client$5,000 per month
...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... ...This position is based in Washington, DC however, we are open to remote work in other...Full timeWork at officeRemote workWork from homeMonday to FridayAfternoon shift
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