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  • 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
    Work from home
    Shift work
    Day shift

    Bank of America

    Washington DC
    1 day ago

  • Senior Registered Client Associate

    $85k - $120k

     ...enjoy 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 ongoing due... 
    Suggested
    Full time
    Flexible hours

    UBS

    Washington DC
    4 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... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Shift work
    Day shift

    Bank of America

    Alexandria, VA
    1 day 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... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Shift work
    Day shift

    Bank of America

    Silver Spring, MD
    4 days ago

  • Client Operations Associate

     ...Operations Associate At Potomac, we're not for everyone—and that's by design. We attract...  ...to responsiveness and excellence. Client, Advisor & Custodian Support...  ...Build transparent, high‑functioning relationships with custodians and operational vendors... 
    Suggested
    Full time

    Potomac Inc

    Bethesda, MD
    4 days ago

  • J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center

     ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service...  ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide... 
    Suggested

    JP Morgan Chase

    Bethesda, MD
    8 hours ago

  • Client Service Associate

     ...join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and...  ...value open communication, and believe in trusting, life-long relationships. The firm has offices in Seattle, Bellevue, Mercer Island... 
    Suggested
    Work at office
    Work from home

    Coldstream Wealth Management

    Washington DC
    28 days ago

  • Senior Client Service Associate - Hybrid

     ...OverviewWe are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate...  ...ensuring high-quality service delivery and fostering strong relationships with clients, while also supporting the internal team to... 
    Suggested
    Work at office
    Work from home
    2 days per week
    3 days per week

    CyberCoders

    Washington DC
    13 days ago

  • Family Office - Client Service Associate

    $90k - $110k

     ...meaningful impact?   At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer...  ...the client experience and implement initiatives that strengthen relationships and reflect our culture. Collaborate with internal teams on... 
    Suggested
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones

    Washington DC
    26 days ago

  • Client Service Associate

    $35.63k - $85k

     ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs...  ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful... 
    Suggested
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Washington DC
    8 days ago

  • Client Service Associate

     ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing...  ...high level of customer service and build positive client relationships. Excellent organizational skills with strong attention... 
    Suggested
    Full time
    Work at office
    Remote work
    Monday to Friday

    Raymond James Financial Services

    Washington DC
    more than 2 months ago

  • Virtual Client Support Associate

     ...scheduled virtual consultations to understand client needs Clearly explain benefit...  ...client service while building lasting relationships Participate in ongoing training, mentorship...  ..., credit unions, and professional associations—helping protect families while creating... 
    Suggested
    Full time
    Remote work
    Flexible hours

    AO Globe Life

    Washington DC
    more than 2 months ago

  • Lead Client Services Associate

     ...Job Description   Job Title:   Client Services Lead   Reports To: The...  ...package transactions.  Performs duties associated with shipping and receiving of materials...  ...during downtime.  Builds professional relationships with customers and other teams.  Maintains... 
    Suggested
    Work experience placement

    SPS North America

    Washington DC
    7 days ago

  • Client Support Services Associate

    $52k - $60k

     ...qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you...  ...required before processing. Partner with Client Relationship Managers to gather client information or documentation... 
    Suggested
    Full time
    Work at office

    Mainspring Wealth Advisors LLC

    Washington DC
    29 days ago

  • Part-Time Client Service & Operations Associate

    $24 - $30 per hour

     ...Washington, is seeking a dependable, detail-oriented Client Service & Operations Associate to help deliver an organized, responsive experience for...  ...with the advisor and supporting approximately 135 client relationships through a structured meeting and service calendar.... 
    Suggested
    Hourly pay
    Part time
    Internship
    Private practice
    Work at office

    Jambalaya Group

    Washington DC
    18 days ago

  • Client Services Manager Associate

    $51k - $60k

     ...60,000 We are a growing home care company seeking a Client Services Manager Associate to join our team in the DC Metro area. This role is responsible...  ...customer service while building and maintaining strong relationships with clients, families, and professional partners.... 
    Full time
    Live in
    Work at office
    Night shift

    Family & Nursing Care - Corporate

    Silver Spring, MD
    20 days ago

  • Client Experience Associate SAFE ACT, Assistant Vice President

    $94k - $141k

    Job ID: 92883086816Posted: 2026-09-21Location: 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

    Citigroup

    Washington DC
    4 days ago

  • Client Experience Associate

     ...legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.   As our Client Experience Associate, you’ll help new and current Wealth Center customers feel comfortable while they’re making significant financial... 
    Work at office

    HSBC Global Services Limited

    Washington DC
    7 days ago

  • Registered Client Associate

    $90k - $110k

     ...financial advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and...  .... The Simmons Group is seeking a  Registered Client Associate to join our independent and seasoned financial advisory group.... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    All Things HR, LLC

    Washington DC
    6 days ago

  • Registered Client Associate

    $15k

     ...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive...  ...products. •    Some previous experience as a Registered Client Associate is preferred. •    Post-Secondary education preferred. •... 
    Hourly pay
    Work at office
    Local area

    D.A. Davidson

    Washington DC
    25 days ago

  • Wealth Management 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
    13 days ago

  • Client Associate/Registered Client Associate

    $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 time
    Flexible hours

    Royal Bank of Canada

    Washington DC
    more than 2 months ago

  • Client Services Associate

    $27 - $31 per hour

     ...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH...  ...Commitment to quality, detail-focused on all levels People and relationship-driven Proficiency with Mac Operating System, IOS... 
    Hourly pay
    Work at office
    Local area

    RH

    Mc Lean, VA
    6 days ago

  • Client Services Associate

    $22.64 per hour

     ...Job Description Job Description Job Title: Client Services Associate Reports To : Client Services Leadership   About the Role As a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Immediate start

    SPS North America

    Washington DC
    19 days ago

  • Client Service Associate

     ...its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with...  ...apply! What you’ll do here: The Seasonal Client Service Associate supports the district with a variety of duties to include greeting... 
    Full time
    Part time
    Seasonal work
    Work at office
    Local area
    Flexible hours
    Night shift
    Weekend work
    Day shift
    Weekday work

    Jackson Hewitt - 2286

    Washington DC
    20 days ago

  • WIC - Client Service Associate

     ...Job Description Job Description POSITION SUMMARY: 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... 
    Work at office
    Local area
    Immediate start
    Monday to Friday

    Community Clinic Inc.

    Silver Spring, MD
    21 days ago

  • Client Services Associate

     ...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 time
    Work at office
    Monday to Friday

    MV Financial Group, MV Capital Management Inc.

    Alexandria, VA
    a month ago

  • Client Service Associate - Bilingual English/Mandarin

    $55k - $95k

     ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs...  ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful... 
    Full time
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Washington DC
    1 day ago

  • Client Service Associate - DC

    $26.6 - $40 per hour

     ...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer...  ...reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together,... 
    Hourly pay
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours

    Brighton Jones

    Washington DC
    2 days ago

  • Client Service Associate

    $55k - $95k

     ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs...  ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful... 
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    1 day ago