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  • Wealth Management Client Associate: Service & Solutions

    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... 
    Suggested
    Day shift

    Bank of America

    Alexandria, VA
    1 day ago

  • Registered Wealth Management Client Associate

     ...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... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Washington DC
    4 days ago

  • Senior Registered Client Associate

     ...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... 
    Suggested
    Flexible hours

    UBS

    Bethesda, MD
    1 day 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
    Work from home
    Shift work
    Day shift

    United States Digital Space LLC

    Alexandria, VA
    2 days ago

  • Client Experience Associate -14th and P

    $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... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Washington DC
    5 days 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

    Silver Spring, MD
    4 days 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 personal...  ...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    Alexandria, VA
    1 day ago

  • Senior Registered Client Associate

    $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... 
    Suggested
    Full time
    Flexible hours

    UBS

    Washington DC
    4 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... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Washington DC
    4 days ago

  • Registered Client Service Associate- Bethesda, MD

    $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... 
    Suggested
    Work experience placement
    Work at office

    Fwainvest

    Bethesda, MD
    3 days ago

  • Registered Client Service Associate- Bethesda, MD

    $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... 
    Suggested
    Work experience placement
    Work at office

    Raymond James

    Bethesda, MD
    4 days ago

  • Client Services Associate

     ...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... 
    Suggested
    Work at office
    Local area
    Work from home
    Worldwide

    Pennington Partners & Co

    Washington DC
    2 days ago

  • J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center

     ...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

    JP Morgan Chase

    Bethesda, MD
    5 hours ago

  • Client Operations Associate

     ...Risk ®.We're looking for an Operations Associate to scale efficient processes for our fast...  ...responsiveness 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... 
    Suggested
    Full time

    Potomac Inc

    Bethesda, MD
    3 days ago

  • Registered Client Service Associate

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

    Morgan Stanley

    Bethesda, MD
    2 days ago

  • Attorney - Global Payments Solutions - Payments

    $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... 
    Full time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Washington DC
    3 days ago

  • Client Services Associate

    $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... 
    Work at office
    Work from home
    Shift work

    Navia Benefit Solutions Inc

    Washington DC
    3 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... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Immediate start

    SPS North America

    Washington DC
    4 days ago

  • Client Service Associate

    $70k - $80k

     ...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments...  ...as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether... 

    Edelman Financial Engines, LLC

    Washington DC
    4 days ago

  • Family Office - Client Service Associate

    $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... 
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones

    Washington DC
    11 days ago

  • Polaris Campaigns: Client Services Associate

    $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 work
    Work experience placement
    Internship
    Shift work
    1 day per week

    Arena

    Washington DC
    4 days ago

  • Client Support Services Associate

    $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 time
    Work at office

    Mainspring Wealth Advisors LLC

    Washington DC
    14 days ago

  • J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center

     ...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... 

    JPMorgan Chase & Co.

    Bethesda, MD
    2 days ago

  • Registered Client Associate

    $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 contract
    Full time
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    McLean, VA
    5 days ago

  • Client Experience Associate SAFE ACT, Assistant Vice President

    $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

    Citigroup

    Washington DC
    4 days 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...  ...products. •    Some previous experience as a Registered Client Associate is preferred. •    Post-Secondary education preferred. •... 
    Hourly pay
    Work at office
    Local area

    D.A. Davidson

    Washington DC
    10 days ago

  • Client Associate

    $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 pay
    Work experience placement
    Local area

    D.A. Davidson

    Washington DC
    4 days ago

  • Rising Tide Interactive: Client Strategy Associate

    $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 time
    Work at office
    Remote work
    Work from home
    Flexible hours
    Weekend work
    Afternoon shift
    2 days per week

    Arena

    Washington DC
    19 hours ago

  • Registered Client Service Associate

    $33.28k - $85k

     ...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 trusted relationships... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    4 days ago

  • Rehire Client Support Associate

     ...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 time
    Part time
    Seasonal work
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt

    Clinton, MD
    5 days ago