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  • Client Relations Associate

     ...We are looking for a professional and customer-focused Client Relations Associate to join our team. In this role, you will serve as a primary...  ...support Educate clients on products, services, and available solutions Assist with onboarding new customers and managing... 
    Suggested
    Full time

    NoeCee Global, Inc

    Washington DC
    4 hours ago

  • Registered Wealth Management Client Associate

    $26.5 - $45 per hour

     ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Shift work
    Day shift

    Bank of America

    Alexandria, VA
    1 day ago

  • Wealth Management Client Associate

     ...Wealth Management Client Associate Washington, District of Columbia To proceed with your application, you must be at least 18 years...  ...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Washington DC
    1 day ago

  • Client Associate - Commercial Real Estate- Commercial Term Lending

     ...Commercial Term Lending Team Client Associate Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in...  ...oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world... 
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    Work at office

    Chase

    Washington DC
    4 days ago

  • Client Experience Associate

    $40.5k - $67.5k

     ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based...  ...leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Washington DC
    4 days ago

  • Client Relations Associate

     ...We are looking for a professional and customer-focused Client Relations Associate to join our team. In this role, you will serve as a primary...  ...n Educate clients on products, services, and available solutions \n Assist with onboarding new customers and managing client... 
    Suggested

    NoeCee Global, Inc

    Washington DC
    18 days ago

  • Client Management Associate

    $60k - $70k

     ...platforms, and stories that stick to help clients build lasting influence. The company...  ...ABOUT THE ROLE The Client Management Associate will play an essential role on Orchestra...  ...strategies rather than single-workstream solutions Determine which capabilities and... 
    Suggested
    Full time
    Immediate start
    Remote work
    Shift work

    Orchestra Internal Job Board

    Washington DC
    14 days ago

  • Registered Client Service Associate

    $35.36k - $90k

     ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an...  ...remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products and... 
    Suggested
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Bethesda, MD
    2 days ago

  • Client Service Associate

    $65k - $75k

     ...Job Description Summary: Focus Partners is seeking a Client Service Associate to join our team! The Client Service Associate is an integral...  ...portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus... 
    Suggested
    Full time
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    Washington DC
    12 days ago

  • Client Services Associate

    $22.64 per hour

     ...Job Description Job Description Job Title: Client Services Associate Reports To : Client Services Leadership   About the Role...  ...benefit offering. About SPS SPS is a global workplace solutions and business transformation company operating in more than... 
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    Full time
    Temporary work
    Part time
    Work experience placement
    Immediate start

    SPS North America

    Washington DC
    6 days ago

  • Client Service Associate

    $35.15k - $90k

     ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)...  ...remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products and... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Washington DC
    a month ago

  • Private Client Associate

     ...Job Description Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic... 
    Suggested
    Private practice

    5 Legal

    Washington DC
    2 days ago

  • Client Success Associate

    $45k - $65k

     ...JOB SUMMARY: The Client Success Associate will support the Client Success team in ensuring the success and satisfaction of our healthcare...  ...achieve their desired outcomes through our technology solutions. This role requires a basic understanding of the healthcare... 
    Suggested
    Work experience placement
    Internship

    MultiPlan

    McLean, VA
    2 days ago

  • Client Associate/Registered Client Associate

     ...RBC Wealth Management Client Associate Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors... 
    Suggested
    Full time
    Flexible hours

    RBC

    Chevy Chase, MD
    2 days ago

  • Client Success Associate, Billington CyberSecurity

     ...industry academia and the nonprofit sector to share strategies challenges tools and practices. Position Overview: The Client Success Associate is Billingtons primary point of contact for our top sponsors. Youll actively manage the relationship from contract... 
    Suggested
    Full time
    Contract work
    Local area
    Afternoon shift

    CloserStill Media

    Chevy Chase, MD
    10 days ago

  • Client Services Associate

     ...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... 
    Full time
    Work at office

    The Quest Organization

    Washington DC
    4 days ago

  • Senior Client Service Associate

     ...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... 
    Full time
    Work at office

    JCW Group

    Washington DC
    2 days ago

  • Client Experience Associate SAFE ACT, Assistant Vice President

    $94k - $141k

    Job ID: 92883086816Posted: 2026-09-21Location: Washington, DC, United StatesSalary: $94 000,00 - $141 000,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes... 
    Full time

    Citigroup

    Washington DC
    4 days ago

  • Registered Client Associate

    $90k - $110k

     ...financial advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and...  .... The Simmons Group is seeking a Registered Client Associate to join our independent and seasoned financial advisory group.... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    All Things HR, LLC

    Washington DC
    a month ago

  • Client Services Associate - Employee Benefits

     ...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... 
    Full time
    Work at office

    KamisPro

    Washington DC
    2 hours ago

  • Registered Client Associate

    $15k

     ...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive...  ...•At least two years previous experience as a Registered Client Associate. •Post-Secondary education preferred. •Solid technology skills... 
    Work experience placement
    Work at office
    Local area

    D.A. Davidson

    Washington DC
    a month ago

  • Client Services Associate

    $50k - $65k

     ...focus allows our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position... 
    Full time
    Work at office

    Care Options For Kids

    Laurel, MD
    3 days ago

  • Client Service Associate

    $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... 
    Full time
    Work at office
    Monday to Friday

    Crawford Thomas Recruiting

    Bethesda, MD
    19 hours ago

  • WIC - Client Service Associate

     ...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... 
    Work at office
    Local area
    Immediate start
    Monday to Friday

    Community Clinic

    Silver Spring, MD
    4 days ago

  • Private Wealth Management Client Service Associate

    $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... 
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Washington DC
    2 days ago

  • Registered Client Service Associate

     ...Registered Client Service Associate Are you the right applicant for this opportunity Find out by reading through the role overview below. Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    13 days ago

  • Wealth Management Client Associate

     ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Washington DC
    a month ago

  • Client Service Associate

     ...its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with...  ...apply! What you’ll do here: The Seasonal Client Service Associate supports the district with a variety of duties to include greeting... 
    Full time
    Part time
    Seasonal work
    Work at office
    Local area
    Flexible hours
    Night shift
    Weekend work
    Day shift
    Weekday work

    Jackson Hewitt - 2286

    Washington DC
    a month ago

  • Client Service Associate

    $60k - $70k

     ...financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity to join one of our largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals, build on your... 
    Work at office

    Coldstream Wealth Management

    Washington DC
    5 hours ago

  • Client Services Associate

    $50k - $60k

     ...Job Description Job Description 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... 
    Contract work

    Stateside Associates LLC

    Arlington, VA
    6 days ago