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- ...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...SuggestedSeasonal work
Bank of America
Washington DC2 days ago $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...SuggestedHourly paySeasonal workWork at officeShift workDay shiftBank of America
Alexandria, VA3 days ago- ...going above and beyond to deliver an exceptional client experience? Do you thrive in a fast-paced environment supporting sophisticated and complex relationships? We're looking for a Senior Registered Client Associate to: • maintain client information and...SuggestedFlexible hours
UBS
Washington DC5 days ago - ...Registered Wealth Management Client Associate Washington, District of Columbia To proceed with your application, you must be at least... ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Washington DC1 day ago $25 - $44 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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$35.36k - $90k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...SuggestedTemporary workWork at officeLocal areaSocket
Washington DC2 days ago$35.36k - $90k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...SuggestedTemporary workWork at officeLocal area711 MS Smith Barney, LLC
Washington DC1 day ago$55k - $75k
...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors...SuggestedWork experience placementWork at officeRaymond James Financial Services
Bethesda, MD4 days ago- ...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...SuggestedFull timePart timeSeasonal workRelocation packageFlexible hoursShift work
Jackson Hewitt
Clinton, MD2 days ago - ...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...SuggestedExtra incomeFull timePart timeLocal areaRelocation packageFlexible hoursShift work
Jackson Hewitt Tax Service, Inc.
Clinton, MD5 days ago $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...SuggestedWork experience placementWork at officeRaymond James
Bethesda, MD9 hours ago$235k - $365k
...just about numbers, it’s about protecting a legacy across generations.This is an awesome Washington, DC-based opportunity to advise clients — both domestic and international — on the full spectrum of estate and wealth transfer planning, including trust administration,...Suggested$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...Support Cultivate and enhance new and existing client relationships through active communication with clients, processing...SuggestedTemporary workWork at officeLocal area- ...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...SuggestedFull timeWork at office
- ...A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic and international estate, gift...SuggestedPrivate practice
5 Legal
Washington DC4 days ago - ...Reverie is a private hospitality and client experience company dedicated to delivering exceptional hospitality and personalized social... ...from you. Position Overview As a Private Client Experience Associate , you will represent the Reverie brand while helping create exceptional...Weekend workAfternoon shift
Reverie
Washington DC5 days ago - ...ROCS Grad Staffing is seeking an entry-level administrative professional to support daily operations and client-facing tasks. You will gain hands-on experience in calendar management, meeting coordination, and professional communication in a fast-paced, team-oriented...
ROCS Grad Staffing
Bowie, MD2 days ago $94k - $141k
Job ID: 92883086816Posted: 2026-07-11Location: Washington, DC, United StatesSalary: $94,000.00 - $141,000.00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes...Full time- ...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 timeShift work3 days per week
- ...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 workWork at officeWork from homeShift workDay shift
$39k - $61k
...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 timeFlexible hours$70k - $115k
...POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate...Temporary workWork at officeLocal areaMorgan Stanley
McLean, VA1 day ago$74.39k - $103.81k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...Citigroup Inc
Bethesda, MD1 day ago- ...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 startFlexible hours
Aurora Ripple Enterprises
Falls Church, VA5 days ago $70k - $115k
...Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor... ...in cultivating and enhancing new and existing client relationships. Execute money‑movement transactions at the request of the...Temporary workWork at officeLocal area711 MS Smith Barney, LLC
Falls Church, VA2 days ago$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 timeWork at officeCare Options For Kids
Laurel, MD2 days ago- ...Aogarciaagency is hiring for a remote financial services role focused on protecting families. You will engage with clients from home, delivering guidance and support while upholding high ethical standards. This position welcomes individuals who value independence and collaboration...Remote work
Aogarciaagency
Bowie, MD3 days ago $60k - $80k
...Chevy Chase Trust Client Services Associate 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.,...Work experience placementWork at officeB.F. Saul Company
Bethesda, MD4 days ago- ...management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and... ...the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:...Full timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Washington DC5 days ago - Client Services Associate Venn Strategies is a full‑service government and public affairs firm based in Washington, DC. Responsibilities Compile background research on client‑relevant topics and policy matters. Compose memos for staff and client teams on key hearings...
