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  • $33.28k - $88k

     ...Morgan Stanley 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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Bethesda, MD
    2 days ago
  •  ...Client Service Associate The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies... 
    Suggested
    Temporary work
    Work experience placement

    SPS-North America

    Washington DC
    4 days ago
  • $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... 
    Suggested
    Work at office
    Remote work
    Work from home
    Monday to Friday
    Afternoon shift

    DSPolitical, LLC

    Washington DC
    1 day ago
  •  ...goals. In 2020, we transitioned to 100% virtual. Through providing personalized benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect to: Converse virtually with clients, weaving financial strategies that empower.... 
    Suggested
    Weekly pay
    Remote work
    Work from home

    Medium

    Arlington, VA
    3 days ago
  • $65k - $82k

     ...Washington, D.C. is seeking a Relationship Associate. The ideal candidate will have a...  ...-5 years of experience in the financial services industry. Responsibilities include providing...  ...coordinating with internal teams, and executing client requests. Strong analytical,... 
    Suggested

    Brown Advisory

    Washington DC
    1 day ago
  •  ...Client Service 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., the firm specializes... 
    Suggested
    Temporary work
    Work experience placement
    Work at office

    B.F. Saul Company

    Bethesda, MD
    2 days ago
  • $45k - $75k

     ...Client Service Associate 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 Client Service Associate who is a motivated, detail oriented and creative problem... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial

    Bethesda, MD
    3 days ago
  • $65k - $80k

     ...independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment &...  ..., data input, and correspondence. Partner with Office Services and order supplies. Coordinate with property manager and staff... 
    Suggested
    Work experience placement
    Work at office

    Glenmede Trust Company

    Washington DC
    3 days ago
  • A leading digital imaging company is seeking an individual for an on-site role to provide customer service and various operational tasks including copy/print production, mail/courier services, and shipping/receiving responsibilities. The ideal candidate will have a high... 
    Suggested
    Hourly pay
    Full time

    Canon USA & Affiliates

    Washington DC
    5 days ago
  • A tech support service provider in Washington is looking for a Client Services Associate to act as the primary contact for clients. You will provide expert technical assistance, document interactions, and collaborate with technical teams to ensure timely resolutions. The... 
    Suggested

    XBP Americas

    Washington DC
    5 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... 
    Suggested

    PowerToFly

    Bethesda, MD
    4 days ago
  • 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... 
    Suggested

    PowerToFly

    Washington DC
    1 day ago
  •  ...Client Service Associate At HUB International, we're more than just an insurance brokerage firm we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing... 
    Suggested
    Work at office
    Local area
    Flexible hours

    HUB International

    Mc Lean, VA
    3 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... 
    Suggested
    Immediate start
    Flexible hours

    Aurora Ripple Enterprises

    Falls Church, VA
    5 days ago
  •  ...Client Service Associate At HUB International, we're more than just an insurance brokerage firm we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing... 
    Suggested
    Work at office
    Local area
    Flexible hours

    HUB International

    Mc Lean, VA
    2 days ago
  •  ...specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through...  ...expert advice. Position Summary The Client Service Associate (CSA) plays a critical role in delivering a first... 
    Work at office

    Bogart Wealth

    Mc Lean, VA
    4 days ago
  •  ...Company, a top wealth management firm in the country and Virginia’s #1 financial advisor, you will join our team as a member of the Client Services Department. This position supports the firm by developing relationships with firm clients and helping them maximize the value... 
    Local area
    Remote work

    Cassaday & Company, Inc.

    Mc Lean, VA
    4 days ago
  • A financial services company is seeking remote workers to provide personalized benefits solutions. This role involves conversing with clients and providing financial strategies, alongside presenting and explaining insurance products. Successful candidates will have strong... 
    Remote job
    Weekly pay

    Medium

    Annandale, VA
    4 days ago
  • A wealth management firm in Virginia seeks a Client Service Associate (CSA) to be the primary point of contact for client service requests. The CSA will support clients with account administration and maintain up-to-date client information. A successful candidate is detail... 

    Bogart Wealth

    Mc Lean, VA
    4 days ago
  •  ...virtual insurance company based in Virginia seeks motivated individuals for remote roles. In this position, you will converse with clients via Zoom, cultivate long-lasting relationships, and address their financial needs. The company provides comprehensive training to equip... 
    Remote job

    AO Garcia Agency

    Annandale, VA
    1 day ago
  • $70k - $95k

     ...Company, a top wealth management firm in the country and Virginia’s #1 financial advisor, you will join our team as a member of the Client Services Department. This position supports the firm by developing relationships with firm clients and helping them maximize the value... 
    Remote work

    Cassaday & Company, Inc.

    Mc Lean, VA
    1 day ago
  • $34.32k - $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... 
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Bethesda, MD
    2 days ago
  • $75k - $90k

     ...Private Client Services Tax Senior Associate Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different... 
    Work at office
    Local area

    Withum

    Mc Lean, VA
    5 days ago
  • $65k - $82k

     ...Relationship Associate Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration.... 
    Temporary work
    Work at office

    Brown Advisory

    Washington DC
    5 days ago
  • $19 per hour

    A global workflow automation company is seeking a Client Services Associate to provide exceptional support in technical inquiries. This role involves troubleshooting issues, maintaining client satisfaction, and ensuring quality service. Candidates should have an associate... 
    Hourly pay

    Exela Technologies

    Washington DC
    2 days ago
  • Marketing & Client Support Associate (On-Site) SHIK Consulting Group | Full Time, Landover, MD (DC Metro) SHIK Consulting Group supports client...  ...Conduct brief, structured presentations to explain products or services to customers Guide interested customers through the sign-... 
    Full time

    SHIK CONSULTING GROUP

    Washington DC
    4 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
    Weekend work

    Family & Nursing Care - Corporate

    Silver Spring, MD
    20 days ago
  • $50k - $57.5k

     ...Client Strategy Account Associate Our Client Strategy Account Associate role offers you a unique opportunity to learn the ins and outs of digital marketing in the progressive community at one of the industry's premier firms. Our Client Strategy Account Associates help... 
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours
    Weekend work
    Afternoon shift
    2 days per week

    Arena

    Washington DC
    4 days ago
  • A prominent wealth management firm located in Washington, D.C. seeks an Associate Client Advisor to enhance client relationships through proactive communication and account management. Candidates should possess a Bachelor's degree, preferably with a year or more of related... 

    Bessemer Trust

    Washington DC
    1 day ago
  • $50k - $83k

     ...Job Description What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth...  ...serving financial advisors, clients and the team.  The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison... 
    Full time
    Work at office
    Flexible hours

    Royal Bank of Canada

    Washington DC
    more than 2 months ago