Wealth Management Client Associate: Service & Solutions
Bank of America
Bank of America in Alexandria, VA, seeks a client service associate for Merrill Wealth Management to support Financial Advisors and client needs. You will educate clients on banking and investment products, ensuring timely and accurate materials and strong risk management. The role emphasizes client-centric service, relationship growth, and collaboration with the FA team in a fast-paced environment. Hours are 37.5 weekly with first-shift scheduling and benefits eligibility. #J-18808-Ljbffr Bank of America
- Bank of America’s Merrill Wealth Management seeks a client service specialist in Bethesda, MD to support Financial Advisors and educate clients on bank... ...building client relationships while promoting banking solutions. Strong communication and learning mindset required;...SuggestedWork at office
$26.5 - $45 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management... ...and investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the life... ...business, while customizing solutions based on their specific...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Registered Wealth Management Client Associate Washington, District of Columbia To proceed with your... ...management and investment products and services for individuals, companies, and... ...the FA's business, while customizing solutions based on their specific needs. Job expectations...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Merrill Wealth Management JobMerrill Wealth Management is a leading provider... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the life... ..., while customizing solutions based on their specific needs...SuggestedHourly paySeasonal workWork at officeWork from homeDay shift- ...Merrill Wealth Management is a leading provider of comprehensive wealth... ...investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the... ..., while customizing solutions based on their specific needs...SuggestedSeasonal work
- Job Overview Merrill Wealth Management is looking for a client service role to support multiple Financial Advisors. The position focuses on client advocacy... ...with clients, fulfilling needs, delivering complex solutions, and providing an excellent client experience. Comfortable...Work experience placementSeasonal workShift workDay shift
$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the... ..., while customizing solutions based on their specific needs...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- 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 financial sector. Responsibilities include managing client accounts, answering inquiries, and...
$33.28k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Full timeTemporary workWork at officeLocal area- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the... ...business, while customizing solutions based on their specific needs...Seasonal workWork at officeWork from homeShift workDay shift
$50k - $65k
...invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly... ...delivering advice, strategies and solutions to help them feel confident about... .... As a member on the Client Services team, you’ll play a pivotal role...$60k - $80k
...investment research and asset management. Chevy Chase Trust offers clients direct access to decision... ...thinking and client service. Our global, macroeconomic... ...oriented Client Services Associate to join our team. This... ...~ Prior experience in wealth management, financial services...Work experience placementWork at office- ...generational families through integrated wealth and investment solutions. Managing more than $4 billion across... ...agility, creativity, and an unwavering client focus. About the Position The... ...organization. This role is the face of client service excellence and engagement with our...Work at officeLocal areaWork from homeWorldwide
- ...Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual... ...of our firm. The duties associated with this role include, but are...Full timeWork at officeMonday to Friday
- ...Washington, DC area. We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, and we are seeking an Operations Associate who is passionate about doing ‘the... ...helps you appreciate the nuances of client service and support. As a...Full timeWork experience placementFlexible hours
$85k - $120k
...deliver an exceptional client experience? Do you... ...Registered Client Associate to: maintain... ...on UBS products, services, protocols, and procedures... ...-generational wealth relationships... ...based Private Wealth Management team serving UHNW... ...asset management solutions and focused investment...Full timeFlexible hours$35.36k - $90k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...duties directed by local management ADMINISTRATIVE SUPPORT Answering... ...and leading‑edge solutions—and in the ability of capital...Temporary workWork at officeLocal area$94k - $141k
...$141,000.00Category: Private Client Coverage, WealthCompany: CitiThis... ...highest level of customer service and teamwork.Ensure all... ...ethical judgment, and escalating, managing, and transparently reporting... ...preference for prior experience in wealth management or other financial...Full time- ...Advisors in Falls Church, VA, is seeking an Office Management Associate (20-40 hours/week) to support office operations, client communications, and leadership initiatives in person. The role collaborates with a team of wealth-management professionals serving high-net-worth...Part timeWork at office
- ...in Falls Church, VA is seeking an Office Management Associate (20-40 hours/week) to support office operations, leadership initiatives, client communications, and special projects in... ...exceptional client and team experience in a wealth management environment. #J-18808-Ljbffr...Work at office
$35.36k - $90k
...Position Summary Registered Client Service Associates (CSAs) help shape the future of service by modernizing... ...and assist with Firm services and solutions that support clients’ needs including... ...firm initiatives directed by local management Regularly seek opportunities to use...Temporary workWork at officeLocal area$55k - $75k
...Registered Client Service Associate Supports Financial advisors and their prospective and existing... ..., as well as the ability to organize, manage, and track multiple, detailed tasks and... .... Analyze problems and establish solutions in a fast paced environment. Use mathematics...Work experience placementWork at office$74.39k - $103.81k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding... ...other closely related teams. Responsibilities Deliver wealth management services to clients with guidance from the Banker teams....$55k - $75k
...prospective and existing clients and other branch staff... ...ability to organize, manage, and track multiple,... ...history and recognition for service and excellence in the... ...Client Service Associate who is a motivated, detail... ...and establish solutions in a fast paced environment...Work experience placementWork at office$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... .../or other duties directed by local management. Administrative Support Answer inbound...Temporary workWork at officeLocal area$150k - $180k
...lawyers and 500 business services professionals across... ...of our broader talent management efforts and we remain... ...excellence and exceptional client service across all... ..., Special Counsel, Associates and Business Services... ...interview data and recommend solutions to proactively address...Permanent employmentRelocationWork visa- Willis Towers Watson seeks a Senior Client Advocate to manage relationships with Real Estate clients... ...strategies and advising on insurance solutions. You will coordinate resources and lead... ...engagements, ensuring exceptional service and long-term client value. The role...
- ...is the Opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours
- ...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
- ...culture. We believe that outstanding service starts with talented individuals who... ...seeking a motivated and customer-focused Client Service Associate to join our growing team in... ...Exceptional organizational and time management skills. Ability to multitask and prioritize...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate: Service & Solutions. Be the first to apply!
- focus workforce management Alexandria, VA
- director workforce management Alexandria, VA
- event management intern Alexandria, VA
- director of knowledge management Alexandria, VA
- management fast track program Alexandria, VA
- director management consulting Alexandria, VA
- property management specialist Alexandria, VA
- change management specialist Alexandria, VA
- cvs management Alexandria, VA
- logistics and supply chain management Alexandria, VA



