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$33.28k - $88k
...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
Bethesda, MD15 hours 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...SuggestedTemporary workWork at officeLocal areaSocket
Bethesda, MD4 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...SuggestedFull timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Bethesda, MD17 days ago $35.15k - $90k
...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA...SuggestedFull timeTemporary workWork experience placementLocal areaMorgan Stanley
Washington DC17 days ago$50k - $60k
...Oppenheimer\") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...and asset management services. The firm is seeking a Client Service Associate to join our Private Client Division in Washington D.C. The...SuggestedFull timePart timeLocal area- 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...Suggested
$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...SuggestedWork experience placementWork at office- Morgan Stanley is seeking Registered Client Service Associates to help shape the future of client service. This role requires understanding firm policies and capabilities to deliver the full firm to clients, while supporting relationship growth and service excellence. The...Suggested
- ...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 &...SuggestedWork at officeLocal areaWork from homeWorldwide
- Oppenheimer & Co. Inc. is seeking a Client Service Associate to join our Private Client Division in Washington, D.C. The role focuses on servicing clients, scheduling, marketing support, and coordinating meetings, with high confidentiality and initiative in supporting...Suggested
$65k - $90k
Client Service Associate - Institutional Client Service Associate - Institutional This range is provided by Fiducient Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $65,000.00/yr - $90,000....SuggestedFull timeWork experience placementWork at officeLocal areaRemote workShift work- ...International in Bethesda, MD is seeking a Financial Planning & Service Associate to join our Retirement and Private Wealth team. You will... ...Advisors by creating and maintaining financial plans and processing client requests, delivering outstanding service. The ideal candidate...Suggested
- Venn in Washington, DC is seeking a Client Services Associate to support client teams with research and background work. The candidate should possess a 4-year degree and have excellent organizational and communication skills. Responsibilities include compiling research,...SuggestedWork at office
- 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...Suggested
- 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...Suggested
- 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...
- UBS in McLean, Virginia seeks a Client Associate to keep client records up-to-date and educate clients on our account services. You’ll assist in preparing materials for client meetings and ensure the right documents are collected to open new accounts and service requests...
- Morgan Stanley is seeking a Registered Client Service Associate to help shape our client experience and support growth. You will work with Financial Advisors to deliver the full firm to clients, onboarding accounts, processing requests, and ensuring documentation remains...
- ...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...Work at office
$19 per hour
...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing...Full timeWork at office$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 timeTemporary workWork at officeLocal area- Bank of America’s Merrill Wealth Management seeks a client service specialist in Bethesda, MD to support Financial Advisors and educate clients on bank services. Responsibilities include timely materials, policy-aligned practices, and building client relationships while...Work at office
- Bank of America’s Merrill Wealth Management in Washington, DC is seeking a Client Service Associate to support Financial Advisors and clients with service needs, account actions, and cross-functional requests. You will be the main point of contact, ensuring timely, accurate...
- Bank of America in Alexandria, VA, seeks a client service associate for Merrill Wealth Management to support Financial Advisors and client needs. You will educate clients on banking and investment products, ensuring timely and accurate materials and strong risk management...Day shift
$20 per hour
Our client is a local government agency dedicated to providing inclusive, innovative, and high-quality public services to its residents. The Human Services Client Associate will support crisis intervention, case management, and community outreach efforts within the Department...Hourly payFull timeContract workTemporary workLocal areaFlexible hours$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 timeWork at officeFlexible hours- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...
- ...someone who thrives in a welcoming, customer service-oriented environment with excellent... ...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...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
$235k - $365k
....This is an awesome Washington, DC-based opportunity to advise clients — both domestic and international — on the full spectrum of estate... ...re seeking tailored mentorship, and world-class Private Client services, this is an opportunity to join a wonderful team.For a...$28 - $32 per hour
...independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer... ...of metrics – including size, growth, service quality, technology, succession planning... ...Job Summary: The Service Operations Associate I is a critical operational role within...Full timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Washington DC1 day ago
