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  • Registered Wealth Management Client Associate

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

    Bank of America

    Alexandria, VA
    1 day ago

  • Senior Registered Client Associate

     ...and enjoy going above and beyond to deliver an exceptional client experience? Do you thrive in a fast-paced environment...  ...complex relationships? We're looking for a Senior Registered Client Associate to: • maintain client information and ongoing due... 
    Suggested
    Flexible hours

    UBS

    Washington DC
    5 days ago

  • Registered Client Service Associate

    $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    3 days ago

  • Registered Client Service Associate

    $50k

     ...Client service associate washington dc Last updated: 1 day ago Full-time The Licensed Client Service Associate is a developing professional...  ...alternatives and pr... Show more $74,390.00 yearly Full-time Registered Client Service Associate.Working at Citi is far more than... 
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    Hourly pay
    Full time
    Summer work
    Work from home
    Worldwide

    05218 Citigroup Global Markets Inc.

    Bethesda, MD
    4 days ago

  • Registered Client Service Associate- Bethesda, MD

    $55k - $75k

     ...Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates...  ...Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem... 
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    Work experience placement
    Work at office

    Raymond James

    Bethesda, MD
    1 day ago

  • Registered Client Service Associate- Bethesda, MD

    $55k - $75k

     ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial Services

    Bethesda, MD
    2 days ago

  • Registered Client Service Associate (Washington D.C)

    $55k - $65k

     ...making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The primary responsibilities include servicing clients,... 
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    Full time
    Part time
    Local area

    Oppenheimer & Co. Inc.

    Washington DC
    17 days ago

  • Registered Wealth Management Client Associate

    $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.... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Shift work
    Day shift

    Bank of America

    Alexandria, VA
    3 days ago

  • Client Associate/Registered Client Associate

    $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... 
    Suggested
    Full time
    Flexible hours

    Royal Bank of Canada

    Washington DC
    more than 2 months ago

  • Registered Client Service Associate

    $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... 
    Suggested

    Citigroup Inc

    Bethesda, MD
    1 day ago

  • Registered Client Service Associate

    $33.11k - $90k

     ...Job Description POSITION SUMMARY  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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Laurel, MD
    3 days ago

  • Registered Client Service Associate

    $70k - $115k

     ...Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role is client‑first, requiring strong interpersonal skills and the ability to assist clients... 
    Suggested
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Falls Church, VA
    2 days ago

  • Registered Client Service Associate

    $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... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Bethesda, MD
    1 day ago

  • Client Associate

    $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... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Washington DC
    1 day ago

  • Client Associate

    $44k - $66k

     ...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... 
    Suggested
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Washington DC
    1 day ago

  • Client Services Associate

     ...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 time
    Work at office
    Monday to Friday

    MV Financial Group, MV Capital Management Inc.

    Bethesda, MD
    24 days ago

  • Client Service Associate, Financial Advisory Support

     ...Fwainvest is seeking a Registered Client Service Associate in Washington, DC. The role involves providing top-notch administrative support to financial advisors and clients, with a focus on communication and organizational skills. The ideal candidate should possess a strong... 

    Fwainvest

    Washington DC
    2 days ago

  • Client Services Associate — Financial Advisory Support

    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... 

    Raymond James

    Bethesda, MD
    2 days ago

  • Wealth Management Client Associate

     ...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

    Bank of America

    Washington DC
    2 days ago

  • Client Relations Associate

     ...ROCS Grad Staffing is seeking an entry-level administrative professional to support daily operations and client-facing tasks. You will gain hands-on experience in calendar management, meeting coordination, and professional communication in a fast-paced, team-oriented... 

    ROCS Grad Staffing

    Bowie, MD
    1 day ago

  • Client Associate

     ...Client Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's... 
    Work at office
    Local area
    Shift work

    Arthur J. Gallagher & Co.

    Laurel, MD
    2 days ago

  • Client Associate

     ...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... 
    Full time
    Shift work
    3 days per week

    Purple Strategies

    Alexandria, VA
    1 day ago

  • Client Service Associate - Institutional (Washington)

    $65k - $90k

     ...Client Service Associate - Institutional Client Service Associate - Institutional This range is provided by Fiducient Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $65,000.00/yr... 
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Remote work
    Shift work

    Fiducient Advisors

    Washington DC
    7 hours ago

  • Client Experience Associate

     ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Branch organization, you will be based...  ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Shift work

    Fairygodboss

    Springfield, VA
    4 days ago

  • Client Service Associate

     ...build a rewarding career with our team. Job Description Beloform Craft is seeking a motivated and customer-focused Client Service Associate to join our growing team in Washington, DC. In this role, you will serve as a key point of contact for clients, providing... 
    Full time
    Work at office

    Alphabe Insight Inc

    Washington DC
    2 days ago

  • WIC - Client Service Associate

     ...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 office
    Local area
    Immediate start
    Monday to Friday

    Community Clinic

    Silver Spring, MD
    1 day ago

  • Client Service Associate

    $60k - $65k

     ...Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized... 
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Washington DC
    3 days ago

  • Client Services Associate

     ...Appian Wealth, a Northwestern Mutual client is hiring a Client Service Associate with experience in wealth management, financial planning, or paraplanning to support client relationships and deliver comprehensive financial plans. Job description: The Client Service Associate... 
    Work at office
    Local area

    Appian Wealth

    Washington DC
    3 days ago

  • Rehire Client Support Associate

     ...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... 
    Extra income
    Full time
    Part time
    Local area
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt Tax Service, Inc.

    Clinton, MD
    5 days ago

  • Client Service Associate

     ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support. As our team grows, we are seeking a Client Associate who aligns with our vision and values. Additionally, the ideal candidate... 
    For contractors
    Work at office

    Raymond James Financial Services

    Alexandria, VA
    3 days ago