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$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...SuggestedFull timeTemporary workWork at officeLocal area$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...SuggestedFull timePart timeWork experience placementWork at officeLocal areaRemote workShift workFiducient Advisors
Washington DC1 day 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...SuggestedCitigroup Inc
Bethesda, MD2 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...SuggestedWork experience placementWork at officeRaymond James
Bethesda, MD2 days ago- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
TradeJobsWorkForce
Washington DC4 days ago $55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients...SuggestedWork experience placementWork at officeFwainvest
Bethesda, MD1 day ago- ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized... ...communicator. Essential Duties and Responsibilities Service daily client inquiries over the phone and in-person,...SuggestedFor contractorsWork at office
Raymond James Financial Services
Alexandria, VA4 days ago $32.9k - $90k
...POSITION SUMMARY 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...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Laurel, MD5 days ago$55k - $65k
...Position Summary Focus Partners Wealth 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...SuggestedInternshipWork at officeLocal areaRemote work2 days per weekFocus Financial Partners Inc.
Bethesda, MD3 days ago- ...Job Description Beloform Craft is seeking a motivated and customer-focused Client Service Associate to join our growing team in Washington, DC. In this role, you will serve as a key point of contact for clients, providing outstanding support, building strong relationships...SuggestedFull timeWork at office
BeloForm Craft
Washington DC1 day ago - ...Appian Wealth, a Northwestern Mutual client is hiring a Client Service Associate with experience in wealth management, financial planning, or paraplanning to support client relationships and deliver comprehensive financial plans. Job description: The Client Service Associate...SuggestedWork at officeLocal area
Appian Wealth
Washington DC21 hours 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, MD2 days ago $50k
...Client service associate washington dc Last updated: 1 day ago Full-time 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...SuggestedHourly payFull timeSummer workWork from homeWorldwide05218 Citigroup Global Markets Inc.
Bethesda, MD1 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...SuggestedFull timeWork at officeCare Options For Kids
Laurel, MD1 day ago$60k - $80k
...Chevy Chase Trust Client Services 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.,...SuggestedWork experience placementWork at officeB.F. Saul Company
Bethesda, MD21 hours 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...
Fwainvest
Washington DC3 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 timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Bethesda, MD25 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...
- ...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
RH-USA Inc
McLean, VA4 days ago $70k - $115k
...Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role is client‑first, requiring strong interpersonal skills and the ability to assist clients...Temporary workWork at officeLocal area711 MS Smith Barney, LLC
Falls Church, VA3 days ago- ...Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate...Work experience placementWork at office
Choreo
Potomac, MD4 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...
$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$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Washington D.C. The...Full timePart timeLocal area$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...Temporary workWork at officeLocal area$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments... ...to explore a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with the...- ...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 startFlexible hours
$20 - $22 per hour
JOB OVERVIEW The Office Services Associate will focus on Print & Production Services. This individual will provide exceptional client-facing support within a prestigious law firm environment. This role is responsible for managing all aspects of print, copy, scan,...Full timeTemporary workWork at officeImmediate start$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- ...someone who thrives in a welcoming, customer service-oriented environment with excellent... ...building strong relationships with clients, then look no further and apply today!... ...our team as a Seasonal Client Support Associate and be the friendly face for all those...Extra incomeFull timePart timeLocal areaRelocation packageFlexible hoursShift work
Jackson Hewitt Tax Service, Inc.
Clinton, MD1 day ago
