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- ...Client Success Associate Founded in 2009, Zest AI has been pioneering innovative AI technology with a mission to expand credit access to create opportunities for more Americans to pursue their financial goals. Zest AI is transforming the $17 trillion US consumer credit...SuggestedWork at officeRemote workHome office1 day per week
$68.3k - $79.8k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/... ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal...SuggestedFull timeTemporary workWork at officeLocal area$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... ...contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Washington DC3 days ago- ...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 backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate...SuggestedFlexible hours
UBS
Washington DC4 days 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... ...contributions of their line of business and/or group; and the overall success of the Company. Benefits: This role is currently benefits...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Bethesda, MD3 days ago$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 Washington, DC. Job Profile PNC is an in-office company...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift workPNC
Washington DC1 day ago$35.36k - $90k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills...SuggestedTemporary workWork at officeLocal area711 MS Smith Barney, LLC
Washington DC17 hours ago$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob... ...of assets to ensure all assets and cost basis were successfully received.* Monitors available cash awaiting investment, including...SuggestedWork experience placementWork at office$235k - $365k
...just about numbers, it’s about protecting a legacy across generations.This is an awesome Washington, DC-based opportunity to advise clients — both domestic and international — on the full spectrum of estate and wealth transfer planning, including trust administration,...Suggested$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...Salary range for the position: $34,320-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive...SuggestedTemporary workWork at officeLocal area$40k - $50k
...Posting Description Aon Affinity is seeking a Customer Success Advisor to impact the growth of our company and help redefine how companies take care of insurance online. The Client Service Advisor will focus on retaining, renewing, and growing existing accounts within...SuggestedFull timeTemporary workPart timeLocal areaAon plc
Fort Washington, MD1 day ago$40k - $50k
...Aon Affinity is seeking a Customer Success Advisor to impact the growth of our company and help redefine how companies take care of insurance online. The Client Service Advisor will focus on retaining, renewing, and growing existing accounts within our CoverWallet HealthCare...SuggestedFull timeTemporary workPart timeLocal areaAon
Fort Washington, MD1 day ago- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedSeasonal work
Bank of America
Washington DC1 day ago - ...A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic and international estate, gift...SuggestedPrivate practice
5 Legal
Washington DC2 days ago - ...Reverie is a private hospitality and client experience company dedicated to delivering exceptional hospitality and personalized social... ...from you. Position Overview As a Private Client Experience Associate , you will represent the Reverie brand while helping create exceptional...SuggestedWeekend workAfternoon shift
Reverie
Washington DC4 days ago - ...Registered Wealth Management Client Associate Alexandria, Virginia To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Alexandria, VA5 days ago $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- ...defend reputation and brand value and serve Fortune 500 companies, associations, nonprofits and some of the most recognizable brands in the... ...and apply integrated, team-based approaches to help clients: ANTICIPATE reputation challenges and opportunities; COMPEL...Full timeShift work3 days per week
$39k - $61k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program...Full timeFlexible hours$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...Citigroup Inc
Bethesda, MD5 days ago- ...management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and... ...the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:...Full timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Laurel, MD4 days ago - Client Services Associate Venn Strategies is a full‑service government and public affairs firm based in Washington, DC. Responsibilities Compile background research on client‑relevant topics and policy matters. Compose memos for staff and client teams on key hearings...
- ...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
$55k - $65k
...services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The... ...forms of compensation such as discretionary bonus. The successful candidate may also be eligible to participate in the...Full timePart timeLocal area- ...asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment... ...and detail-oriented Client Services Associate to join our team. This role is essential to...Work experience placementWork at office
$35.15k - $90k
...Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/... ...or unregistered Client Service Associate responsibilities at the request of the client... ...position: [$35,152 - $90,000] per year. The successful candidate may be eligible for an annual...Full timeTemporary workWork experience placementLocal area$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...S alary range for the position: $34,320-$90,000/ Yr. The successful candidate may be eligible for an annual discretionary...Full timeTemporary workWork at officeLocal area- ...Client Services Associate The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with all Federal, State, and local...Work at officeLocal areaImmediate startMonday to Friday
$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments... ...read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to...- ...Client Service Associate Beloform Craft is committed to delivering exceptional customer experiences through professionalism, innovation, and a people-first culture. We believe that outstanding service starts with talented individuals who are passionate about helping...Full timeWork at office
