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- 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...SuggestedDay shift
- ...Registered Wealth Management Client Associate Washington, District of Columbia To proceed with your application, you must be at least... ...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Washington DC3 days ago - ...leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around...SuggestedFlexible hours
UBS
Bethesda, MD5 days ago $40.5k - $67.5k
...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Branch organization, you will be based... ...leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$85k - $120k
...above and beyond to deliver an exceptional client experience? Do you thrive in a fast-... ...looking for a Senior Registered Client Associate to: maintain client information and ongoing... ...provide diversified asset management solutions and focused investment banking capabilities...SuggestedFull timeFlexible hoursUBS
Washington DC3 days ago- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Laurel, MD1 day ago $25 - $44 per hour
...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include...SuggestedHourly paySeasonal workWork at officeWork from homeDay shiftBank of America
Bethesda, MD1 day ago- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will...Suggested
- ...Operations Associate At Potomac, we're not for everyone—and that's by design. We attract... ...and excellence. Ensure all client and account data in Orion, Zoho CRM, and... ...Identify workflow gaps and implement solutions that reduce friction and enhance scalability...SuggestedFull time
Potomac Inc
Bethesda, MD3 days ago $175k - $259.7k
...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a... ...providing legal counsel and support to the Bank's Global Payments Solutions (GPS) business on legal, regulatory, and commercial matters relating...SuggestedFull timeWork at officeFlexible hoursDay shift$35.36k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and...SuggestedTemporary workWork at officeLocal area$20 - $24 per hour
...Description Description: About Navia Benefit Solutions: We’re a people first benefit... ...go-getters to bring our participant and client experience to the next level. Our mission... ...About the Role: As a Client Services associate you will represent Navia in a professional...SuggestedWork at officeWork from homeShift workNavia Benefit Solutions Inc
Washington DC2 days ago$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...SuggestedFull timeTemporary workPart timeWork experience placementImmediate startSPS North America
Washington DC3 days ago$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives... ...and decision-making. Evaluate client requests, recommend solutions, and oversee execution with a focus on accuracy, timeliness, and...SuggestedFull timeSummer workWork at officeLocal areaImmediate startFlexible hoursBrighton Jones
Washington DC10 days ago- ...generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private... ...roots- valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship Officer position...Work at officeLocal areaWork from homeWorldwide
$55k - $75k
...advisors and their prospective and existing clients and other branch staff team members.... ...seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...manner. Analyze problems and establish solutions in a fast paced environment. Use...Work experience placementWork at office$55k - $65k
...Polaris Campaigns: Client Services Associate Location: Washington, DC Salary: $55,000-$65,000 (Yearly) Company: Polaris Campaigns... ...progressive media strategy agency dedicated to providing innovative solutions to candidates and causes. We believe in building a...Temporary workWork experience placementInternshipShift work1 day per week$52k - $60k
...qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you... ..., urgency, and advisor team needs. Process-driven, solution-oriented, and comfortable researching answers. Strong...Full timeWork at officeMainspring Wealth Advisors LLC
Washington DC13 days ago- ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Mount Laurel, NJ. You will support clients and financial advisors, onboarding new accounts, maintaining records, and processing transfers and trades in a fast-paced, professional team....
RBC
Laurel, MD4 days ago $64k - $94.99k
...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors... ...with the ability to listen to customer needs and recommend solutions Ability to prioritize work, meet deadlines, achieve goals...Ongoing contractFull timeWork experience placementWork at officeImmediate start- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide...
$94k - $141k
Job ID: 92883086816Posted: 2026-07-11Location: 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$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...products. • Some previous experience as a Registered Client Associate is preferred. • Post-Secondary education preferred. •...Hourly payWork at officeLocal areaD.A. Davidson
Washington DC9 days ago$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Walla Walla, WA branch. In this team-critical role,...Hourly payWork experience placementLocal areaD.A. Davidson
Washington DC3 days ago$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...Hourly paySeasonal workWork at officeShift workDay shift$53k - $61k
...Client Strategy Associate Our Client Strategy Associate role offers you a unique opportunity to learn the ins and outs of digital marketing in the Democratic community at one of the industry's premier firms. Our Client Strategy Associates help Account Managers and Lead...Full timeWork at officeRemote workWork from homeFlexible hoursWeekend workAfternoon shift2 days per week$33.28k - $85k
...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...Full timeTemporary workWork at officeLocal area$55.33k - $83.2k
...Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours- J.P. Morgan Chase in Bethesda, MD is seeking a Private Client Investment Associate to support Private Client Advisors in Wealth Management. You will handle client service, operational requests, and wealth planning support, while maintaining regulatory compliance and risk...
