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- ...regional markets and develop world-class, client-relevant capabilities. Most... ...values, and are dedicated to putting client service first in all they do. We compete for... ...ROLE As an Apella Account Services Associate (ASA), you will serve in a key support...SuggestedFull timeTemporary workWork at officeRemote workFlexible hours
Apella Wealth
Washington DC22 hours ago - ...Senior Client Service Associate A growing, independent wealth management firm is seeking a Senior Client Service Associate to support high-net-worth and ultra-high-net-worth clients while partnering closely with senior advisors. Responsibilities: Serve as a...SuggestedFull timeWork at office
The Quest Organization
Washington DC1 day ago - ...THE OPPORTUNITY ABOUT THE ROLE F/m Investments is looking for a DC-based Client Service Associate to join our Washington, DC office and support our Relationship Managers and clients across the firm. This role will take ownership of the day-to-day work behind...SuggestedFull timeWork at office
F/m Investments
Washington DC2 days ago $33.28k - $85k
...Client Service Associate 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...SuggestedFull timeTemporary workWork at officeLocal areaWork visaMorgan Stanley
Washington DC15 hours ago- ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced client service professional who can serve as a primary point of contact for high-net-worth clients...SuggestedFull timeWork at office
JCW Group
Washington DC4 days ago - ...Associate Account Manager / Client Services Associate – Employee Benefits We're a growing employee benefits consulting firm in the DMV area looking for an Associate Account Manager / Client Services Associate to support our Account Management team. This is an employee...SuggestedFull timeWork at office
KamisPro
Washington DC2 days 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...SuggestedFull timeWork at officeCare Options For Kids
Laurel, MD5 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...SuggestedWork at officeLocal areaImmediate startMonday to Friday
Community Clinic
Silver Spring, MD1 day ago $80k - $90k
...CLIENT SERVICE ASSOCIATE Location: Bethesda, MD Job Type: Full-Time Compensation: $80-90k Schedule: Mon-Fri, 9:00 AM-5:00 PM POSITION SUMMARY We are seeking a Client Service Associate to provide day-to-day operational and client service support...SuggestedFull timeWork at officeMonday to FridayCrawford Thomas Recruiting
Bethesda, MD3 days ago$60k - $70k
...you're looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity... ...largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals...SuggestedWork at officeColdstream Wealth Management
Washington DCa month ago- ...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-day operations...SuggestedWork at officeWork from home
$33.28k - $88k
Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY 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...SuggestedTemporary workWork at officeLocal area- As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee and guest experiences...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start
- Position Overview The Client Service Associate supports Gatewood Wealth Solutions’ client service and operations functions by executing high-volume, detail-sensitive service requests with accuracy, timeliness, and professionalism. This role is responsible for preparing...SuggestedTemporary workPart timeRemote work
$50k - $60k
Client Services Associate Join the nation’s premier state government affairs firm as a Client Services Associate. Stateside is seeking a driven professional for this entry‑level role that is a shared resource to senior‑level issue managers and clients. The Client Services...SuggestedContract workWork at officeLocal area- Morgan Stanley is hiring a Registered Client Service Associate in Washington, DC to support Financial Advisors and client relationships. The role involves processing money movements, handling client inquiries, onboarding accounts, and educating clients on digital tools...
$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...Work experience placementWork at office$35.36k - $90k
POSITION SUMMARY: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 in this role build trusted...Temporary workWork at officeLocal areaWork visa$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our... ...About the Team: The Client Service team is part of a small boutique office... ...are looking for our next Client Service Associate to support our growing business. Successful...Full timePart timeWork at officeFlexible hoursInvesco
Washington DC21 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...
- 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 in Bethesda, MD is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels and the ability to manage multiple...
- ...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
$51.45k - $84k
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...a highly motivated Sr Client Service Associate ! The Sr Client Service Associate serves...Full timeTemporary workWork at officeFlexible hours- 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...
- Morgan Stanley in McLean, VA seeks a Registered Client Service Associate to support Financial Advisors, coordinate transactions, and manage client accounts. Strong interpersonal skills and client-first mindset are essential. The role requires Series 7/66 or 63/65 licenses...
- ...specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through... ...Description Position Summary: The Client Service Associate (CSA) plays a critical role in delivering a first...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- ...15.75 square miles. At the Department of Community and Human Services, we provide essential safety net services to help city residents... ...candidates to learn more and apply for our Human Services Client Associate position. Employees in the Center for Economic Support Customer...Work at officeLocal area
- ...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 timeWork at officeMonday to Friday
