Client Services Associate
$50k - $60kStateside
Client Services Associate Join the nation’s premier state government affairs firm as a Client Services Associate. Stateside is seeking a driven professional for this entry‑level role that is a shared resource to senior‑level issue managers and clients. The Client Services Associate is responsible for accurate and timely reporting of legislative and regulatory issues affecting our clients and providing mission‑critical operational work, including data maintenance and integrity, proofreading work products, scheduling, and formatting to ensure brand consistency. The position is utilized as a floating role easily, and promptly, moving from performing long‑term requests to completing high‑priority, time‑sensitive requests. The salary range for this position is $50,000 - $60,000. This is an in‑person position. Essential Duties of Position: Manage client account settings and configurations, driving prompt execution of updates while maintaining accurate system records Ownership of contract drafting, collaborating across multiple departments to ensure accuracy and timeliness Assist in coordination of projects including managing internal communications and milestones Extract, query, and compile data from internal and external databases to generate actionable reports for key stakeholders Execute quality control on client‑facing reports, internal memos, and key project documents, refining content and formatting across multiple media types Other duties as assigned Requirements: Bachelor's or Associates degree Incredible attention to detail Thrives in a team environment where collaboration is required Openness towards tasks with varying degrees of difficulty Sound knowledge of spelling, grammar, and punctuation Capable of being nimble while still meeting deadlines Interest in state and local government processes, procedures, and action Proficiency in Microsoft Office and Google Workspace #J-18808-Ljbffr Stateside
- ...regional markets and develop world-class, client-relevant capabilities. Most... ...values, and are dedicated to putting client service first in all they do. We compete for... ...ROLE As an Apella Account Services Associate (ASA), you will serve in a key support...SuggestedFull timeTemporary workWork at officeRemote workFlexible hours
- ...Senior Client Service Associate A growing, independent wealth management firm is seeking a Senior Client Service Associate to support high-net-worth and ultra-high-net-worth clients while partnering closely with senior advisors. Responsibilities: Serve as a...SuggestedFull timeWork at office
- ...THE OPPORTUNITY ABOUT THE ROLE F/m Investments is looking for a DC-based Client Service Associate to join our Washington, DC office and support our Relationship Managers and clients across the firm. This role will take ownership of the day-to-day work behind...SuggestedFull timeWork at office
$33.28k - $85k
...Client Service Associate 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 trusted...SuggestedFull timeTemporary workWork at officeLocal areaWork visa- ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced client service professional who can serve as a primary point of contact for high-net-worth clients...SuggestedFull timeWork at office
- ...Associate Account Manager / Client Services Associate – Employee Benefits We're a growing employee benefits consulting firm in the DMV area looking for an Associate Account Manager / Client Services Associate to support our Account Management team. This is an employee...Full timeWork 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...Temporary workWork at officeLocal areaWork visa$60k - $70k
...you're looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity... ...largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals...Work at office- ...If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to-day operations...Work at officeWork from home
- ...specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through... ...Description Position Summary: The Client Service Associate (CSA) plays a critical role in delivering a first...Work at office
- Morgan Stanley is hiring a Registered Client Service Associate in Washington, DC to support Financial Advisors and client relationships. The role involves processing money movements, handling client inquiries, onboarding accounts, and educating clients on digital tools...
$19 per hour
...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing...Full timeWork at office- As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee and guest experiences...Full timeTemporary workPart timeWork experience placementImmediate start
- ...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
$51.45k - $84k
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...a highly motivated Sr Client Service Associate ! The Sr Client Service Associate serves...Full timeTemporary workWork at officeFlexible hours$35.36k - $90k
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 trusted...Temporary workWork at officeLocal areaWork visa- 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...
- Morgan Stanley in McLean, VA seeks a Registered Client Service Associate to support Financial Advisors, coordinate transactions, and manage client accounts. Strong interpersonal skills and client-first mindset are essential. The role requires Series 7/66 or 63/65 licenses...
$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our... ...About the Team: The Client Service team is part of a small boutique office... ...are looking for our next Client Service Associate to support our growing business. Successful...Full timePart timeWork at officeFlexible hours- ...Job Title: Mailroom Associate Reports To: The Client Service Associate/ Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Service Associate/Mailroom...Full timeTemporary workPart timeWork experience placementImmediate startFlexible hours
$80k - $90k
...CLIENT SERVICE ASSOCIATE Location: Bethesda, MD Job Type: Full-Time Compensation: $80-90k Schedule: Mon-Fri, 9:00 AM-5:00 PM POSITION SUMMARY We are seeking a Client Service Associate to provide day-to-day operational and client service support...Full timeWork at officeMonday to Friday- ...The Mission Acorn Financial Services integrates tax strategists, estate planners, and investment... ...to build one unified plan for our clients. Operating at this level of integration... ...infrastructure. As a Mid-Level Client Services Associate, your mission is to own the post-sale...Flexible hoursShift work
$50k - $65k
...providebest-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children's lives by bringing... ...We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine...Full timeWork at office- ...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
- ...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
- Position Overview The Client Service Associate supports Gatewood Wealth Solutions’ client service and operations functions by executing high-volume, detail-sensitive service requests with accuracy, timeliness, and professionalism. This role is responsible for preparing...Temporary workPart timeRemote work
$60k
...that is committed to providing thoughtful, well informed financial guidance and exceptional service. This small, close knit office values its employees as much as its clients and maintains a strong culture centered around ethics, integrity, collaboration, and intellectual...Full timeWork at officeFlexible hours- 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
$55k - $75k
...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...Work experience placementWork at office$35.15k - $90k
...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 trusted relationships. Leading...Full timeTemporary workWork at officeLocal areaWork visa
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