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- ...Registered Wealth Management Client Associate Washington, District of Columbia 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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Washington DC4 days ago - ...RBC Wealth Management Client Associate Join a growing team and use your analytical and communication skills as well as industry knowledge... ...do you need to succeed? Must-have ~3+ years of Registered Client Associate experience or related industry experience...SuggestedFull timeFlexible hours
RBC
Chevy Chase, MD2 days ago $90k - $110k
...advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and... ...clients’ expectations. The Simmons Group is seeking a Registered Client Associate to join our independent and seasoned financial advisory...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hoursAll Things HR, LLC
Washington DCa month ago$85k - $120k
...and enjoy going above and beyond to deliver an exceptional client experience? Do you thrive in a fast-paced environment... ...sophisticated and complex relationships? We’re looking for a Senior Registered Client Associate to: maintain client information and ongoing due diligence...SuggestedFull timeFlexible hours$35.36k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...SuggestedTemporary workWork at officeLocal areaWork visaMorgan Stanley
Bethesda, MD2 days ago$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients...SuggestedWork experience placementWork at office$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...SuggestedTemporary workWork at officeLocal area$35.36k - $90k
POSITION SUMMARY: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...SuggestedTemporary workWork at officeLocal areaWork visa$26.5 - $45 per hour
...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....SuggestedHourly paySeasonal workWork at officeWork from homeDay shiftBank of America
Alexandria, VA1 day ago- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code.** Possesses advanced industry knowledge and an understanding...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...SuggestedFull timeTemporary workPart timeWork experience placementWork at officePNC
Bethesda, MD4 days ago- ...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 workWork at officeWork from homeShift workDay shift
- ...join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the... ...of the team while gaining hands-on experience in the Registered Investment Advisor industry. This is a great opportunity for...SuggestedWork at officeWork from home
- Morgan Stanley is seeking a Registered Client Service Associate to support client relationships and service delivery. The role focuses on onboarding, account maintenance, and processing client requests under the guidance of Financial Advisors. Ideal candidates have active...Suggested
- 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....Suggested
- ...We are looking for a professional and customer-focused Client Relations Associate to join our team. In this role, you will serve as a primary point of contact for clients, helping to maintain strong relationships, deliver exceptional service, and support overall customer...Full time
NoeCee Global, Inc
Washington DC14 hours agonew - ...Description Job Description MV Financial is a Registered Investment Advisory firm. We offer... ...to institutional and high net worth clients. Individuals filling this position will... ...and functions of our firm. The duties associated with this role include, but are not limited...Full timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Bowie, MD18 days ago - ...Job Description Job Description 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...Private practice
5 Legal
Washington DC3 days ago - ...Commercial Term Lending Team Client Associate Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you're looking...Work at office
Chase
Washington DC4 days ago - Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...day condition of employment If you were registered after October 1, 2018 you must also have...
- Raymond James in Bethesda, MD is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels and the ability to manage multiple...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...day condition of employment If you were registered after October 1, 2018 you must also have...
- ...Senior Client Service Associate A growing, independent wealth management firm is seeking a Senior Client Service Associate to support high-net-worth and ultra-high-net-worth clients while partnering closely with senior advisors. Responsibilities: Serve as a...Full timeWork at office
The Quest Organization
Washington DC4 days ago - ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced client service professional who can serve as a primary point of contact for high-net-worth clients...Full timeWork at office
JCW Group
Washington DC2 days ago - ...THE OPPORTUNITY ABOUT THE ROLE F/m Investments is looking for a DC-based Client Service Associate to join our Washington, DC office and support our Relationship Managers and clients across the firm. This role will take ownership of the day-to-day work behind...Full timeWork at office
F/m Investments
Washington DC23 hours agonew $94k - $141k
Job ID: 92883086816Posted: 2026-09-21Location: 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 timeCitigroup
Washington DC4 days ago$60k - $70k
...Orchestra integrates people, platforms, and stories that stick to help clients build lasting influence. The company offers programs that span... ...and grow. ABOUT THE ROLE The Client Management Associate will play an essential role on Orchestra’s Client Management...Immediate startRemote workShift work- ...Associate Account Manager / Client Services Associate – Employee Benefits We're a growing employee benefits consulting firm in the DMV area looking for an Associate Account Manager / Client Services Associate to support our Account Management team. This is an employee...Full timeWork at office
KamisPro
Washington DC23 hours ago - ...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...Contract workLocal areaAfternoon shift
