Get new jobs by email
  • $65k - $82k

     ...Relationship Associate Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team...  ...Eager to contribute and learn, ask questions and provide solutions ~ Ability to work in the Washington office location... 
    Suggested
    Temporary work
    Work at office

    Brown Advisory

    Washington DC
    5 days ago
  •  ...national financial services company in Alexandria, VA seeks a Client Experience Associate to enhance customer loyalty and identify financial...  ...opportunities. The role involves engaging with customers, providing solutions for financial transactions, and ensuring smooth daily... 
    Suggested

    PNC Financial Services Group, Inc.

    Alexandria, VA
    1 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... 
    Suggested
    Seasonal work

    Bank of America

    Washington DC
    1 day ago
  •  ...provide permanent benefits for union and association members across the United States. We are...  ...inquiries Booking appointments w/ clients to go over their coverage options Collaborate...  ...concerns Offer education, support & solutions to customers in accordance with the... 
    Suggested
    Remote job
    Permanent employment
    Full time
    Work from home

    Globe Life American Income Division: Sparby Organization

    Adelphi, MD
    2 days ago
  • $55k - $65k

     ...Client Service Associate Focus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for...  ...and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations.... 
    Suggested
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners

    Bethesda, MD
    4 days ago
  •  ...Client Service Associate The Client Services Associate provides exceptional office and mail services, delivering operational functions in...  ...an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence... 
    Suggested
    Temporary work
    Work experience placement

    SPS-North America

    Washington DC
    4 days ago
  • $35.9 per hour

     ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help 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 serving... 
    Suggested
    Hourly pay
    Traineeship
    Work experience placement
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Washington DC
    2 days ago
  • $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... 
    Suggested
    Work at office
    Remote work
    Work from home
    Monday to Friday
    Afternoon shift

    DSPolitical

    Washington DC
    4 days ago
  • $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... 
    Suggested
    Work experience placement
    Work at office

    Glenmede Trust Company

    Washington DC
    3 days ago
  •  ...Privacy Statement and Terms of Use set forth below. 2025 Canon U.S.A., Inc. All Rights Reserved. Reproduction in whole or part without permission is prohibited. | Canon U.S.A., Inc. Terms of Use | Canon U.S.A., Inc. Privacy Statement #J-18808-Ljbffr Canon Solutions America
    Suggested

    Canon Solutions America

    Washington DC
    2 days ago
  •  ...nonprofit organization in Washington, DC is seeking a Program Associate to support the execution of Aspen Leadership Seminars. This role...  ...logistics for residential and virtual seminars, serving as a primary client liaison, and maintaining comprehensive records using tools like... 
    Suggested

    The Aspen Institute

    Washington DC
    4 days ago
  • $60k - $80k

     ...Registered Private Client Associate Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture... 
    Suggested
    Full time
    Work at office
    Home office

    Janney Montgomery Scott LLC

    Washington DC
    1 day ago
  • A leading global law firm in Washington, D.C. is seeking an associate for their Private Client Practice Group. The ideal candidate has 2 to 4 years of experience in estate planning and must excel in a collaborative environment. Responsibilities include drafting estate... 
    Suggested
    Private practice

    McDermott Will & Schulte

    Washington DC
    3 days ago
  • $53k - $61k

    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 Strategists compile and analyze... 
    Suggested
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours
    Weekend work
    Afternoon shift
    2 days per week

    Rising Tide Interactive

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

    Bank of America Corporation

    Washington DC
    8 days ago
  •  ...Policy Are you driven by the desire to deliver exceptional client experiences and thrive in a dynamic environment? At INFUSE, we'...  ...Ensure the timely and successful delivery of our solutions according to client needs and objectives Communicate clearly... 
    Remote job

    INFUSE

    Washington DC
    22 days ago
  •  ...confidence. We are deeply committed to a vision of shared growth and success for our clients, colleagues, and communities. We’re seeking a highly motivated, people-oriented Client Development Associate to join our North America Client Development team. This role is ideal for... 
    Work at office
    Remote work
    1 day per week

    Viscadia

    Arlington, VA
    4 days ago
  • $33.28k - $88k

     ...Morgan Stanley 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... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Bethesda, MD
    3 days ago
  •  ...Join Our Team at Brighton Jones 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... 
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones

    Washington DC
    4 days ago
  • A relationship-driven wealth management firm is seeking a Client Service Associate to support advisors and deliver high-quality client service in Bethesda, Maryland. This role is perfect for individuals looking for long-term growth in financial services, requiring 1-2... 
    Work at office

    RecruitHook

    Bethesda, MD
    1 day ago
  • $55k - $70k

    A financial services firm located in Maryland is looking for a Client Services Associate to ensure exceptional service delivery to clients. The ideal candidate will have 1-2 years of experience in client services and possess strong organizational skills. Responsibilities... 

    Medium

    Bethesda, MD
    3 days ago
  • $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

    Morgan Stanley

    Washington DC
    3 days ago
  • A consulting firm is seeking a highly motivated Client Development Associate to join their North America Client Development team. This role involves supporting business development efforts through CRM management, proposal follow-ups, and relationship-building with clients... 
    Work at office

    Viscadia

    Arlington, VA
    1 day ago
  • A relationship-driven wealth management firm is seeking a Client Service Associate to support advisors and deliver high-quality client service. This role is ideal for someone interested in long-term growth within financial services. Responsibilities Support client service... 
    Work at office

    RecruitHook

    Bethesda, MD
    4 days ago
  •  ...providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized...  ...expert advice. Position Summary The Client Service Associate (CSA) plays a critical role in delivering a first-class... 
    Work at office

    Bogart Wealth

    Mc Lean, VA
    4 days ago
  •  ...professional and personal goals. In 2020, we transitioned to 100% virtual. Through providing personalized benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect to: Converse virtually with clients, weaving financial... 
    Weekly pay
    Remote work
    Work from home

    Medium

    Annandale, VA
    3 days ago
  • $19 per hour

    A global workflow automation company is seeking a Client Services Associate to provide exceptional support in technical inquiries. This role involves troubleshooting issues, maintaining client satisfaction, and ensuring quality service. Candidates should have an associate... 
    Hourly pay

    Exela Technologies

    Washington DC
    2 days ago
  • Licensed Client Service Associate | McLean, Virginia Reference Number: MHH7853 Location: McLean, Virginia Judson Group has been retained by...  ...timeliness. Identify workflow improvements and implement solutions. Support firm events and special projects. Maintain organized... 
    Work at office

    The Judson Group

    Mc Lean, VA
    2 days ago
  • A financial services company is seeking remote workers to provide personalized benefits solutions. This role involves conversing with clients and providing financial strategies, alongside presenting and explaining insurance products. Successful candidates will have strong... 
    Remote job
    Weekly pay

    Medium

    Annandale, VA
    5 days ago
  • $65k - $82k

     ...management firm in Washington, D.C. is seeking a Relationship Associate. The ideal candidate will have a Bachelor's degree and 2-5 years...  ...administration, coordinating with internal teams, and executing client requests. Strong analytical, organizational, and communication... 

    Brown Advisory

    Washington DC
    1 day ago