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  • Client Engagement Senior Associate, Tax Operations

    $21.75 - $44.5 per hour

     ...of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal...  ...demands a proactive mindset, strong relationship management skills, and the ability to anticipate...  ...the applicable geographic differential associated with the location at which the position... 
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    Hourly pay
    Contract work
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    Local area
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    Worldwide
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    Crowe

    Washington DC
    4 days ago

  • Wealth Management Client Associate

     ...Wealth Management Client Associate Washington, District of Columbia To proceed with your application, you must be at least 18 years...  ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We... 
    Suggested
    Seasonal work
    Work at office
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    Day shift

    Bank of America

    Washington DC
    2 days ago

  • Client Associate

     ...most important people decisions. We help clients build better workplaces, where people...  ...Gallagher. Overview As the Client Associate you will develop industry knowledge and...  ...clients via email You establish positive relationships in your office and support with... 
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    Full time
    Live out
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    Local area
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    Gallagher Benefit Service

    Laurel, MD
    4 days ago

  • Wealth Management Client Services Associate

     ...Morgan Stanley is seeking a Registered Client Services Associate to support Financial Advisors and Private Wealth Advisors. You will help build client relationships, process transactions, and manage account documentation with a focus on accuracy and service excellence.... 
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    Work at office

    711 MS Smith Barney, LLC

    Washington DC
    1 day ago

  • Client Service Associate

    $55k - $65k

     ...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is...  ...closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational... 
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    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Bethesda, MD
    3 days ago

  • Client Service Associate

     ...skills to work at our Georgetown Walmart location. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional... 
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    Flexible hours

    Jackson Hewitt

    Washington DC
    3 days ago

  • Client Service Associate

     ...Client Service Associate Beloform Craft is committed to delivering exceptional customer experiences through professionalism, innovation...  ...clients, providing outstanding support, building strong relationships, and ensuring every interaction reflects our commitment to... 
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    Full time
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    Alphabe Insight

    Washington DC
    5 days ago

  • Client Service Associate

     ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized...  ...Create and maintain records and files utilizing Client Relationship Management (CRM) software Actively engage in available training... 
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    Raymond James Financial Services

    Alexandria, VA
    2 days ago

  • Registered Client Service Associate

    $34.32k - $90k

     ...POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an...  ...RESPONSIBILITIESCLIENT SUPPORTCultivate and enhance new and existing client relationships through active communication with clients, processing... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Bethesda, MD
    5 days ago

  • Rehire Client Support Associate

     ...environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring... 
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    Full time
    Part time
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    Jackson Hewitt

    Clinton, MD
    1 day ago

  • Client Services Associate

    $5,000 per month

     ...We’re looking for an 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 with clients, providing administrative and campaign execution... 
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    Monday to Friday
    Afternoon shift

    DSPolitical

    Washington DC
    2 days ago

  • Client Service Associate

     ...Partners our collaborative team caters to our clients with a high level of care and...  ...our team grows, we are seeking a Client Associate who aligns with our vision and values....  ...maintain records and files utilizing Client Relationship Management (CRM) software Actively... 
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    Raymond James

    Alexandria, VA
    4 days ago

  • Client Service Associate

    $50k - $65k

     ...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive...  ...the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our... 
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    Edelman Financial Engines

    Alexandria, VA
    1 day ago

  • Registered Client Service Associate- Bethesda, MD

    $55k - $75k

     ...advisors and their prospective and existing clients and other branch staff team members....  ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...  ...maintains records and files utilizing Client Relationship Management (CRM) software. Assists... 
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    Work experience placement
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    Raymond James

    Bethesda, MD
    5 days ago

  • Registered Client Service Associate

    $33.28k - $85k

     ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor...  ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate... 
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    Local area

    Morgan Stanley

    Washington DC
    5 days ago

  • Registered Client Service Associate- Bethesda, MD

    $55k - $75k

    ## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob...  ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software.* Assists Financial Advisors... 
    Work experience placement
    Work at office

    Fwainvest

    Bethesda, MD
    4 days ago

  • Client Service Associate

    $65k - $85k

     ...the greater DC Metro area. We are seeking an experienced Client Service Associate to join our team. This role is ideal for a polished professional...  ...-paced environment and enjoys building long-term client relationships. The Client Service Associate serves as a key part of the... 
    Work at office

    Stuart Financial Group

    Greenbelt, MD
    4 days ago

  • Client Service Associate

     ...Client Service Associate Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families...  ...who will step into an instrumental role by providing client relationship support by deepening existing client relationships and... 
    Full time
    Part time
    Work at office

    Ameriprise Financial

    Bethesda, MD
    4 days ago

  • Client Service Associate

    $55k - $65k

     ...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role...  ...with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational... 
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Bethesda, MD
    2 days ago

  • Registered Wealth Management Client Associate

    $26.5 - $45 per hour

     ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from... 
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Washington DC
    3 hours agonew

  • Client Associate

    $44k

     ...part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource...  ...What will you do? * Build and maintain professional relationships with clients by assisting them and answering account questions... 
    Full time
    Flexible hours

    RBC

    Washington DC
    4 days ago

  • Registered Client Service Associate

    $34.32k - $90k

    POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an...  ...RESPONSIBILITIESCLIENT SUPPORTCultivate and enhance new and existing client relationships through active communication with clients, processing... 
    Temporary work
    Work at office
    Local area

    Morgan-Stanley

    Bethesda, MD
    3 days ago

  • Client Associate

     ...defend reputation and brand value and serve Fortune 500 companies, associations, nonprofits and some of the most recognizable brands in the...  ...and apply integrated, team-based approaches to help clients: ANTICIPATE reputation challenges and opportunities; COMPEL... 
    Full time
    Shift work
    3 days per week

    Purple Strategies

    Washington DC
    3 days ago

  • Registered Private Wealth Client Associate

     ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Washington DC
    12 days ago

  • Client Associate

    $49.5k - $77k

     ...integral part of our branch serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become a trusted resource...  ...What will you do? Build and maintain professional relationships with clients by assisting them and answering account... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Washington DC
    more than 2 months ago

  • WIC - Client Service Associate

     ...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 office
    Local area
    Immediate start
    Monday to Friday

    Community Clinic

    Silver Spring, MD
    5 days ago

  • Client Services Associate

    $50k - $65k

     ...This focus allows our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types Available... 
    Full time
    Work at office

    Care Options For Kids

    Laurel, MD
    4 days ago

  • Client Services Associate

     ...Association Headquarters is seeking a highly focused, detail orientated individual to fill our open Client Services Associate position with one of our top client partners. The Client Service Associate is responsible for credentialing day‑to‑day activities, daily processing... 
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Association Headquarters

    Laurel, MD
    4 days ago

  • Client Services Associate

     ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position...  ...role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer... 
    Immediate start
    Flexible hours

    Aurora Ripple Enterprises

    Falls Church, VA
    4 days ago

  • Client Service Associate

    $60k - $80k

     ...Client Service Associate Company Overview Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the... 
    Work experience placement
    Work at office

    B.F. Saul Company

    Bethesda, MD
    3 days ago