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- ...financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team... ...and functions of our firm. The duties associated with this role include, but are not limited to...SuggestedFull timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Bethesda, MD9 days ago - ...Client Service Associate Arlington, Virginia, United States Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule...SuggestedTemporary workWork at officeImmediate startMonday to Friday
SPS North America Inc
Arlington, VA1 day ago - ...support the designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account... ...management. Perform daily account administration and client service activities such as processing checks, generating daily reports,...SuggestedWork experience placementWork at office
United Bank Inc
Washington DC1 day ago $33.28k - $85k
...Overview Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Washington DC3 days ago- ...a meaningful impact? At Brighton Jones, we’re a purpose‑drive, client‑focused team committed to helping individuals live richer lives... ...individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...SuggestedFull timeSummer workWork at officeLocal areaImmediate startFlexible hours
Brighton Jones LLC
Washington DC4 days ago $54k - $68k
...Job Summary Ameriprise Financial Franchise owner is hiring a Client Service Associate for Forward Together Wealth Planning in Bethesda. Key Responsibilities Call, text, and email clients or prospects to set up meetings or appointments Prepare agendas and forms for appointments...SuggestedFull timeWork at office00001 Ameriprise Financial Inc
Bethesda, MD4 days ago$54k - $71k
...Client Service Associate As part of the Client Services team, you will partner with the Financial Planner to provide high‑level customer service to our clients, supporting their investments and ensuring outstanding client experience. Responsibilities Coordinate client...SuggestedEdelman Financial Engines
Bethesda, MD3 days ago- ...Threadneedle Group, located in Bethesda, MD, is looking for an experienced Client Service Associate to provide exceptional service to clients. The role involves managing client relationships, assist with marketing efforts, and providing necessary support to ensure a seamless...Suggested
Threadneedle group
Bethesda, MD3 days ago $74.39k - $103.81k
Licensed Client Service Associate 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 a good understanding of how the team and...SuggestedFull time$74.39k - $103.81k
Citigroup Inc. is seeking a Licensed Client Service Associate in Bethesda, Maryland. This role involves delivering wealth management services and requires strong communication skills, attention to detail, and compliance with regulations. Candidates should possess 2-5 years...Suggested$33.28k - $85k
Morgan Stanley is seeking a Registered Client Service Associate in Washington, DC. The successful candidate will support Financial Advisors and provide exceptional service to clients. Key responsibilities include managing client interactions, executing transactions, and...Suggested$60k - $80k
...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...SuggestedWork experience placementWork at office$55k - $65k
...Client Service Associate Bethesda, MD Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to...SuggestedInternshipWork at officeRemote work2 days per week$5,000 per month
...Client Services Associate 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...SuggestedWork at officeRemote workWork from homeMonday to FridayAfternoon shift- Citi is seeking a Licensed Client Service Associate to provide wealth management services in Bethesda, Maryland. The role requires strong communication skills, risk assessment, and compliance to enhance the reputation and effectiveness of Citi's services. The ideal candidate...Suggested
$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 office- ...Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of our broad array of working relationships, our strategic expertise and...
- ...A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and their clients. Responsibilities include managing client relationships, facilitating account transactions, and answering inquiries...
PowerToFly
Washington DC3 days ago - ...A leading global financial services firm is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. Key duties include managing client relationships, executing transactions, answering inquiries, and robust administrative...
PowerToFly
Bethesda, MD3 days ago - ...committed to creating positive experiences while delivering exceptional customer service and support. We are currently seeking an enthusiastic and professional Client Service Associate to join our team. This is a fully in-person position that involves interacting directly...
THE GEM Inc.
Alexandria, VA5 days ago $5,000 per month
...Description Job Description 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...Work at officeRemote workWork from homeMonday to FridayAfternoon shiftDSPolitical
Washington DC8 days ago- ...Job Description Job Description Client Service Associate — Washington, DC (Hybrid: Two Days in Office) ISC’s team of Financial Services Recruiters is partnering with a leading Wealth Advisory firm in DC . This is an established, independent firm serving high...Work at office
International Search Consultants
Washington DC11 days ago $64.9k - $78.5k
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full...Full timeTemporary workWork at officeLocal area- Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This position involves managing client interactions, onboarding new clients, and ensuring compliance with industry regulations...
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Temporary workWork at officeLocal areaMorgan Stanley
Potomac, MD3 days ago- Morgan Stanley is seeking Registered Client Service Associates in Potomac, Maryland. This role is essential for enhancing client service and requires a dual focus on client relationship management and administrative support for Financial Advisors. The ideal candidate should...
- ...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 brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...Work at officeLocal area
- Wealth Enhancement in Falls Church, VA is looking for a highly motivated Sr Client Service Associate to enhance client experiences. The role involves client onboarding, account administration, and ensuring operational needs are met while fostering strong client relationships...Full time
- ...Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate...Work experience placementWork at office
- ...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 officeLocal areaImmediate startMonday to Friday
Community Clinic Inc.
Silver Spring, MD20 days ago
