Get new jobs by email
- 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
$40.5k - $67.5k
## Client Experience AssociateApply: VA - Alexandria (22315): Full time: Posted Today:... ...company’s success. As a Client Experience Associate within PNC's Retail Banking organization... ...in creating customized customer solutions.* **Managing Risk** - Assessing and effectively...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$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...SuggestedHourly paySeasonal workWork at officeShift workDay shift- ...Client Services Associate As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our workplace humming... ...offering. About SPS SPS is a global workplace solutions and business transformation company operating in more than...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start
$72k - $78k
...growing number of affluent and high net worth client families. Omega is also a certified B... ...We are looking for a Client Service Associate who builds strong relationships and takes... ...a problem and proactively work toward a solution Discretion in handling confidential and...SuggestedTemporary workSummer workWork at officeLocal areaWork from homeMonday to FridayFlexible hours$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob... ...and professional manner.* Analyze problems and establish solutions in a fast paced environment.* Use mathematics sufficient...SuggestedWork experience placementWork at office$26 per hour
...Job Title: Client Services Lead Reports To: The Client Services Lead... ...package transactions. Performs duties associated with shipping and receiving of materials... ...About SPS SPS is a global workplace solutions and business transformation company operating...SuggestedFull timeTemporary workPart timeWork experience placementImmediate startSPS North America
Washington DC2 days ago- ...Operations Associate At Potomac, we're not for everyoneand that's by design. We attract... ...commitment to responsiveness and excellence. Client, Advisor & Custodian Support Ensure... ...Identify workflow gaps and implement solutions that reduce friction and enhance...SuggestedFull time
$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....SuggestedFull timeTemporary workWork at officeLocal areaFlexible hoursAll Things HR, LLC
Washington DCa month ago- ...and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will... ...do you need to succeed? Must-have 3+ years of Registered Client Associate experience or related industry experience Series 7 and 66 (or 6...SuggestedFull timeFlexible hours
$40.5k - $67.5k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Bank organization, you will be based in College Park, Maryland supporting multiple branches in the...SuggestedTemporary workWork experience placementWork at office- ...industry, academia and the nonprofit sector to share strategies, challenges, tools and practices. Position Overview: The Client Success Associate is Billington's primary point of contact for our top sponsors. You'll actively manage the relationship from contract signature...SuggestedContract workLocal areaAfternoon shift
- The Client Success Associate serves as the primary point of contact for top sponsors, managing relationships from contract signature through post-event debriefs to ensure sponsor delivery, value, and renewal. Responsibilities Act as the trusted day-to-day contact for...SuggestedContract workAfternoon shift
$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...SuggestedHourly paySeasonal workWork at officeShift workDay shift- ...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
- GEM is hiring personable and motivated Client Relations Associates to help strengthen relationships between organizations, customers, and local communities. If you enjoy communicating with people, solving problems, and creating positive experiences, this could be an excellent...Full timeLocal area
$31.2k - $90k
...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build...Temporary workWork at officeLocal areaWork visaMorgan Stanley
Laurel, MD1 day ago$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...Full timeTemporary workPart timeWork experience placementWork at officePNC Bank
College Park, MD2 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...Seasonal workWork at officeWork from homeShift workDay shift
$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...Full timeWork at officeColdstream Wealth Management
Washington DCa month ago- ...with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
$33.28k - $85k
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...Temporary workWork at officeLocal areaWork visa- ...with excellent communication skills . If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
- Omega Wealth Management, LLC, a female-founded, fee-only wealth planning firm in Arlington, VA, seeks a Client Service Associate to deliver a high-touch client experience. You’ll interact mainly by phone and email, supporting advisors and handling transactions with precision...
- Morgan Stanley is hiring a Registered Client Service Associate in Washington, DC to support Financial Advisors and client relationships. The role involves processing money movements, handling client inquiries, onboarding accounts, and educating clients on digital tools...
- ...providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized... ...Job Description Position Summary: The Client Service Associate (CSA) plays a critical role in delivering a first-class...Work at office
- ...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...
- RBC Wealth Management in Chevy Chase, MD is seeking a Client Associate to support Financial Advisors by onboarding clients, facilitating transfers, and assisting with wealth planning. You will help grow the business, educate clients on products, and deliver superior service...Full time
$50k - $60k
Client Services Associate 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 Client Services...Contract workWork at officeLocal area$54k - $71k
...aspirations and every dollar invested has a job to do for our clients. Thats why we are committed to managing our clients investments... ...them as people first and then delivering advice strategies and solutions to help them feel confident about the plans they are making whether...Full time
