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  • $35.36k - $90k

     ...Position Summary 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 engaging and utilizing... 
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    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Bethesda, MD
    1 day ago
  • $35.36k - $90k

     ...POSITION SUMMARY 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 engaging and utilizing... 
    Suggested
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Silver Spring, MD
    1 day ago
  • $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... 
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    Full time
    Work at office

    Care Options For Kids

    Laurel, MD
    3 days ago
  • $70k - $75k

     ...Client Service Associate – Wealth ManagementSalary: $70,000 – $75,000 + 15 – 20% BonusLocation: Bethesda, MDOffice Situation: Hybrid – 4 days onsite / 1 day remote; candidates open to 5 days onsite are welcomeWhy This Opportunity Stands OutIf you're looking to build a... 
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    Work at office
    Immediate start
    Remote work

    Creative Financial Staffing

    Bethesda, MD
    6 hours ago
  • Job Posting The request could not be satisfied. Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner. If you provide content...
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    Edelman Financial Engines

    Alexandria, VA
    3 days ago
  • $60k - $70k

     ...Job Description 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... 
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    Temporary work
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    Coldstream Wealth Management

    Washington DC
    18 days ago
  •  ...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... 
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    Full time
    Temporary work
    Part time
    Work experience placement
    Immediate start

    SPS North America

    Arlington, VA
    3 days ago
  • $33.28k - $85k

     ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role... 
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    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    3 days ago
  • Our client, a well-established Registered Investment Advisor managing significant assets for high-net-worth clients, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm's day-to-day service... 
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    JCW Group

    Laurel, MD
    2 days ago
  •  ...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... 
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    Work at office
    Local area
    Immediate start
    Monday to Friday

    Community Clinic Inc.

    Silver Spring, MD
    6 days ago
  •  ...entrepreneurial roots- valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship Officer...  ...roles in the organization. This role is the face of client service excellence and engagement with our Operating Partner Families &... 
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    Local area
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    Worldwide

    Pennington Partners & Co.

    Washington DC
    3 days ago
  • $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... 
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    Work experience placement
    Work at office

    Raymond James

    Bethesda, MD
    5 days ago
  • $58.19k - $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 good understanding of how the team and... 
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    Full time

    Citigroup

    Washington DC
    2 days ago
  • $60k - $65k

     ...Client Service Associate Focus Partners 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 financial planning, delivering personalized... 
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    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    SCS Financial

    Washington DC
    1 day ago
  • $365k - $420k

     ...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join... 
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    Direct Counsel

    Washington DC
    17 days ago
  • Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate... 

    Raymond James

    Bethesda, MD
    5 days ago
  • Fwainvest is seeking a Registered Client Service Associate in Washington, DC. The role involves providing top-notch administrative support to financial advisors and clients, with a focus on communication and organizational skills. The ideal candidate should possess a strong... 

    Fwainvest

    Washington DC
    6 days ago
  • $80k - $100k

     ...Job Description Job Description Client Services Operations Associate Operations Associate, Client Service Location: Seattle, WA (Hybrid) Compensation: $80,000 - $100,000 base salary Employment Type: Full-Time About the Opportunity We are a well-established... 
    Ongoing contract
    Full time
    Internship
    Work at office
    Local area

    Everforth, Cybercoders

    Washington DC
    5 days ago
  • $51k - $60k

    POSITION: Full-Time Benefit Eligible SALARY: $51,000-60,000 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 for delivering exceptional customer service while building and... 
    Full time
    Live in
    Work at office
    Night shift

    Family & Nursing Care - Corporate

    Silver Spring, MD
    10 days ago
  •  ...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 brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable... 
    Work at office
    Local area

    RH

    Mc Lean, VA
    6 days ago
  •  ...financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with...  ...the country, we are here to serve our clients beyond what is expected. This position...  ...business owners. As a Client Service Associate, you will be responsible for managing... 
    Work experience placement
    Work at office

    Choreo

    Potomac, MD
    10 days ago
  •  ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide... 
    Immediate start
    Flexible hours

    Aurora Ripple Enterprises

    Falls Church, VA
    3 days ago
  • Summary Provide elevated luxury client service in the gallery by assessing client needs and creating a refined experience. Serve as a primary...  ...-person, by phone and email, connecting them with the right Associates and supporting Gallery Partners. Maintain a polished... 
    Work at office

    Brobston Group LLC

    Mc Lean, VA
    5 days ago
  • Alliant Insurance Services, based in McLean, Virginia, is seeking a dedicated professional to provide exceptional customer service to clients and manage various insurance-related materials. The ideal candidate should possess a Bachelor's Degree, along with at least two... 

    Alliant Insurance Services

    Mc Lean, VA
    5 days ago
  • 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... 

    PowerToFly

    Mc Lean, VA
    3 days ago
  • AO Garcia Agency is seeking dedicated individuals for a remote financial services role focused on protecting families. This opportunity allows you to contribute to meaningful outcomes while working from the comfort of your home environment. Interviews will be conducted... 
    Remote job

    AO Garcia Agency

    Annandale, VA
    2 days ago
  •  ...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... 
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    RH

    Mc Lean, VA
    5 days ago
  •  ...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... 
    Full time
    Work at office
    Monday to Friday

    MV Financial Group, MV Capital Management Inc.

    Alexandria, VA
    8 days ago
  • $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 time
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Washington DC
    1 day ago
  • $55k - $95k

     ...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 time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    1 day ago