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- ...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 work
$60k - $80k
...Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem... ...and professional manner.* Analyze problems and establish solutions in a fast paced environment.* Use mathematics sufficient...SuggestedWork experience placementWork at office$60k - $80k
...Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem... ...and professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient...SuggestedWork experience placementWork at office$5,000 per month
...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... ...issue advocacy. DSPolitical doesn’t just offer solutions — we create them. Our award‑winning team...SuggestedWork at officeRemote workWork from homeMonday to FridayAfternoon shift$34.32k - $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$65k - $80k
...independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment &... ...firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop...SuggestedWork experience placementWork at office- Responsibilities Billing support including WIP analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for new projects using Icertis or other software, submission to DocuSign and monitoring statuses...SuggestedWork at officeLocal areaShift work
$60k - $80k
A financial services firm is seeking a Registered Private Client Associate in Washington, D.C. The role focuses on administering and growing client relationships and involves collaboration with Financial Advisors. Applicants should have a high school diploma, strong customer...Suggested- A mission-driven investment firm is seeking an associate to join their Client Team in Boston. The role involves managing complex relationships with financial and philanthropic institutions and ensuring exceptional client service. Candidates should have 1-3 years of relevant...Suggested
- Client Experience Associate Area of Interest: Branch and Retail Banking Location: Washington, DC, US, 20001 Work style: Office Worker Date: 7 May 2026 In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US....SuggestedWork at office
$50k - $115k
Morgan-Stanley in Washington, DC is seeking a Wealth Management Associate. This role involves providing exceptional service to clients and support to Financial Advisors, focusing on relationship building. Candidates should have 5+ years relevant experience, a four-year...Suggested$60k - $80k
...service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally... ...with the firm. Responsibilities As a Registered Private Client Associate you will play an integral role in the success of the Janney branch...SuggestedFull timeWork at officeImmediate startWork from homeHome office- ...financial institution is seeking a Financial Advisor Associate in Washington, DC. The successful candidate will attract and retain clients by understanding their financial goals and providing tailored wealth management solutions. This role includes analyzing financial data,...Suggested
$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...SuggestedTemporary workPart timeWork at officeLocal areaMorgan Stanley
Washington DC3 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$60k - $80k
...investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients... ...seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring...Work experience placementWork at office$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...- A technology company for mortgage solutions is seeking a Client Support Associate to deliver exceptional customer service. This role focuses on engaging with clients through various channels and resolving issues efficiently. Strong communication skills and a minimum of...Remote jobAfternoon shift
$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...- Position Client Support Associate - LOS Company Overview LendingPad, Corp. 7901 Jones Branch Drive, McLean, VA 22102 LendingPad is a fast-growing... ...a point of sale (POS), compliance engine, document solution, API, and other mortgage-origination related products. Our...Full timeWork at officeRemote workMonday to FridayAfternoon shift
$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...$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...- Ready to make a meaningful impact? At Brighton Jones, we’re a purpose‑drive, 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...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours
- ...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...Full timePart timeWork at office
- ...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...
- ...Client Support Associate Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine...Permanent employmentWork at officeLocal area
- ...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...Work at office
International Search Consultants
Washington DC21 days ago $26.5 - $42 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 officeWork from homeShift workDay shiftBank of America
Washington DC3 hours agonew$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 officeOne Oak Wealth Management
Washington DC12 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...
