Get new jobs by email
$33.28k - $85k
...Registered Client Service Associate Registered 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...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Washington DC4 days ago$34.32k - $90k
...Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Bethesda, MD4 days ago- Morgan-Stanley is seeking a Registered Client Service Associate (CSA) to modernize client experiences and support business growth through effective client management. This role requires a strong understanding of financial services and the ability to work collaboratively...Suggested
$60k - $80k
...history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps...SuggestedWork experience placementWork at office- ...Registered Client Service Associate Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career...Suggested
$33.28k - $85k
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...SuggestedFull timeTemporary workWork at officeLocal area$39k - $61k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...SuggestedFull timeFlexible hours$34.32k - $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...SuggestedFull timeTemporary workWork at officeLocal area$44k - $72k
...communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You... ...What do you need to succeed? Must-have ~3+ years of Registered Client Associate experience or related industry experience ~ Series 7 and...SuggestedFull timeFlexible hours- ...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...SuggestedFull timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Washington DC5 days ago $33.28k - $85k
Morgan Stanley is seeking a Registered Client Service Associate in Washington, DC. The successful candidate will support Financial Advisors and provide exceptional service to clients. Key responsibilities include managing client interactions, executing transactions, and...Suggested- Job Overview The Wealth Management Client Associate-Advisor Development Program (WMCA-ADP) is an entry role into our Advisor Development Program... ...engaged in residential loan mortgage originations must register with the federal registry system and maintain good standing....SuggestedWork experience placementImmediate startShift workDay shift
$54k - $71k
Client Service Associate As part of the Client Services team, you will partner with the Financial Planner to provide high‑level customer service... .... Requirements Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred. Bachelor...Suggested$40.5k - $67.5k
...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Bank organization, you will be based... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and their clients. Responsibilities include managing client relationships, facilitating account transactions, and answering inquiries....Suggested
- A leading global financial services firm is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. Key duties include managing client relationships, executing transactions, answering inquiries, and robust administrative...
$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 timeWork at officeRemote workWork from homeFlexible hoursWeekend workAfternoon shift2 days per weekArena
Washington DC4 days ago$65k - $82k
...firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment... ...to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining...Temporary workWork at officeWorldwideBrown Advisory
Washington DC3 days ago- ...Client Engagement Specialist Your journey at Crowe starts here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are...Contract workWork at officeRemote workShift work
Crowe
Washington DC2 days ago - ...Client Experience Associate (CXA) Reports To: Client Experience Manager About the Role The Client Experience Associate (CXA) is the hospitality and service leader for a designated market of studios (typically 3 to 5 locations). The CXA ensures the client journey...Interim roleRemote workDay shift
- Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This position involves managing client interactions, onboarding new clients, and ensuring compliance with industry regulations...
- Job Overview A law firm seeks a Public Client Associate to join its team in Washington, D.C. The role involves representing government clients in complex litigation across various sectors, including healthcare, technology, and finance. This position is ideal for a creative...
- A mission-driven investment firm is seeking an associate to join their Client Team in Boston. The role involves managing complex relationships with financial and philanthropic institutions and ensuring exceptional client service. Candidates should have 1-3 years of relevant...
$50k - $115k
Morgan-Stanley in Washington, DC is seeking a Wealth Management Associate. This role involves providing exceptional service to clients and support to Financial Advisors, focusing on relationship building. Candidates should have 5+ years relevant experience, a four-year...$25 - $44 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....Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Responsibilities Billing support including WIP analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for new projects using Icertis or other software, submission to DocuSign and monitoring statuses...Work at officeLocal areaShift work
- ...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....Seasonal work
- ...create a better world - for our customers, our people, our investors, our communities and the planet we all share. As our Client Experience Associate, you’ll help new and current Wealth Center customers feel comfortable while they’re making significant financial...Work at office
$65k - $90k
...Client Service Associate, The Wealth Office Client Service Associate, The Wealth Office 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Fiducient Advisors. Your actual pay...Full timeWork at officeLocal areaRemote workShift workFiducient Advisors
Washington DC4 days ago- ...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...
TradeJobsWorkforce
Arlington, VA5 days ago
