Get new jobs by email
$60k - $80k
...financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally... ...professionally with the firm. Responsibilities As a Registered Private Client Associate you will play an integral role in the success of the...SuggestedFull timeWork at officeImmediate startWork from homeHome office$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$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$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 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, give back to your community...Suggested
$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
...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 area$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$60k - $80k
A financial services firm is seeking a Registered Private Client Associate in Washington, D.C. The role focuses on administering and growing client relationships and involves collaboration with Financial Advisors. Applicants should have a high school diploma, strong customer...Suggested$55k - $65k
...Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion... ...meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives...SuggestedTemporary workWork experience placementWork at officeFlexible hours$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$60k - $75k
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We... ...Requirements: 2+ years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred Bachelor...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...Suggested
$60k - $80k
A financial services firm in Washington, DC seeks a motivated Registered Client Service Associate. This pivotal role provides critical administrative support to Financial Advisors, focusing on high-quality service through effective communication and organizational skills...Suggested- ...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
$21.75 - $44.5 per hour
Job Description The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient and effective service delivery within the Tax Business Unit. This individual serves as owning the full lifecycle of engagement coordination, from contract execution to billing...Hourly payContract workWork at officeLocal areaShift work- Client Experience Associate Area of Interest: Branch and Retail Banking Location: Washington, DC, US, 20001 Work style: Office Worker Date: 7 May 2026 In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US....Work at office
- 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...
- ...designing and refining automated and AI-assisted journeys that enable clients to self-serve, allowing them to obtain support and configure... ..., accurate resolutions. Partner closely with the Rev Ops Associate to maintain, monitor, and enhance automated client journey programs...Full timeRemote workWork from homeFlexible hours
$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...- ...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...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
Brighton Jones LLC
Washington DC10 hours agonew $60k - $80k
...investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients... ...seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring...Work experience placementWork at office$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 workWork at officeLocal area$60k - $75k
A financial services firm in Bethesda is seeking a Client Service Associate to deliver exceptional service and support to clients. The ideal candidate should have over two years of relevant experience in financial services, a strong grasp of finance and investment markets...$60k - $80k
Medium is seeking a Client Services Associate in Bethesda, Maryland. The role focuses on delivering exceptional service, ensuring accurate account operations, and supporting clients in a fast-paced environment. Candidates should have 1-2 years experience in client services...$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...- Client Service Associate — Washington, DC (Hybrid: Two Days in Office) ISC’s team of Financial Services Recruiters is partnering with a leading Wealth Advisory firm in DC. This is an established, independent firm serving high-net-worth families and individuals, known for...Work at office
$94k - $141k
...understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience.. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC,...Full time$60k - $80k
B.f.-Saul-Company in Bethesda, Maryland, is seeking a detail-oriented Client Services Associate. This role involves delivering exceptional service, supporting account operations, and ensuring compliance. Ideal candidates are organized, thrive in a fast-paced environment...
