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  • $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... 
    Suggested
    Temporary work
    Part time
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    3 days ago
  • $60k - $80k

     ...** 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 join... 
    Suggested
    Work experience placement
    Work at office

    Fwainvest

    Washington DC
    2 days ago
  • $74.39k - $103.81k

    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 area integrate with others in accomplishing... 
    Suggested

    Citigroup Inc.

    Bethesda, MD
    1 day ago
  • $60k - $80k

     ...asset management. Chevy Chase Trust offers clients direct access to decision-makers and is...  ...to inventive thinking and client service. Our global, macroeconomic outlook means...  ...motivated and detail-oriented Client Services Associate to join our team. This role is essential... 
    Suggested
    Work experience placement
    Work at office

    Medium

    Bethesda, MD
    1 day ago
  • $60k - $80k

    B.f.-Saul-Company in Bethesda, Maryland, is seeking a detail-oriented Client Services Associate. This role involves delivering exceptional service, supporting account operations, and ensuring compliance. Ideal candidates are organized, thrive in a fast-paced environment... 
    Suggested

    B.f.-Saul-Company

    Bethesda, MD
    1 day ago
  • $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... 
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    Morgan Stanley

    Washington DC
    4 days ago
  • $60k - $80k

    Medium is seeking a Client Services Associate in Bethesda, Maryland. The role focuses on delivering exceptional service, ensuring accurate account operations, and supporting clients in a fast-paced environment. Candidates should have 1-2 years experience in client services... 
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    Medium

    Bethesda, MD
    1 day ago
  • $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... 
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    Citigroup Inc.

    Bethesda, MD
    2 days ago
  •  ...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... 
    Suggested
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones

    Washington DC
    1 day ago
  • $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... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial, Inc.

    Washington DC
    2 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
  •  ...Client Service Associate Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and... 
    Suggested
    Full time
    Part time
    Work at office

    Ameriprise Financial

    Bethesda, MD
    3 hours agonew
  •  ...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... 
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    Venn

    Washington DC
    4 days ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Bethesda, MD
    4 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... 
    Suggested
    Work at office

    International Search Consultants

    Washington DC
    21 days ago
  • $70k - $95k

    Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon–Fri) Compensation: $70,000–$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management... 
    Work at office

    One Oak Wealth Management

    Washington DC
    12 hours 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, MD
    4 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... 
    Work experience placement
    Work at office

    Glenmede Trust Company

    Washington DC
    4 days ago
  •  ...Ameriprise Financial, we’re not just in the business of helping clients with their financial goals - we also help our advisors and...  ...for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and ever evolving team in our Bethesda... 
    Full time
    Part time
    Work at office

    Ameriprise Financial Services, LLC

    Bethesda, MD
    1 day ago
  • $60k - $80k

    A financial services firm in Washington, DC seeks a motivated Registered Client Service Associate. This pivotal role provides critical administrative support to Financial Advisors, focusing on high-quality service through effective communication and organizational skills... 

    Fwainvest

    Washington DC
    2 days ago
  • 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... 

    Raymond James

    Washington DC
    2 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
    2 days ago
  • $42.5k - $63.75k

     ...passion for enriching the lives of our clients. We continually seek to perfect our craft...  ...financial plans and investment management services to over 80,000 households from our over...  ...** office is hiring a **Client Service Associate**. This role serves as a liaison between... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Clinton, MD
    1 day ago
  •  ...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
    4 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
    12 hours ago
  •  ...Client Support Associate Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client...  ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the... 
    Permanent employment
    Work at office
    Local area

    Oliver Wyman, LLC

    Mc Lean, VA
    4 days ago
  •  ...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 office
    Local area
    Immediate start
    Monday to Friday

    Community Clinic Inc.

    Silver Spring, MD
    a month ago
  • $60k - $85k

     ...organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional...  ...clients and top law firms providing administration and client service support for their individual disability insurance benefits... 
    Full time
    Remote work
    Monday to Friday
    3 days per week

    NFP, an Aon company

    Beltsville, MD
    4 days ago
  •  ...Client Service Associate - West Financial Services - Registered Investment Advisor The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of... 

    Atlantic Union Bank

    Mc Lean, VA
    2 days 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
    12 hours ago