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$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 hoursUBS
Washington DC2 days ago$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...insurance products. • Some previous experience as a Registered Client Associate is preferred. • Post-Secondary education preferred....SuggestedHourly payWork at officeLocal areaD.A. Davidson
Washington DC13 days ago$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 areaMorgan Stanley
Bethesda, MD2 days ago$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 area711 MS Smith Barney, LLC
Silver Spring, MD4 days ago$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...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Washington DC5 days ago$55k - $75k
...Registered Client Service Associate Celebrating more than 60 years of rich 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...SuggestedWork experience placementWork at officeRaymond James Financial Services
Bethesda, MD5 days ago- About this role:Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.In this role, you will:Assist Financial Advisor(s) with...SuggestedOngoing contractFull timeWork experience placementWork at officeImmediate start
$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 officeShift workDay shiftBank of America
Silver Spring, MD2 days ago$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, VA4 days ago$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 officeShift workDay shift$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- ...Wealth Management Client Associate Washington, District of Columbia To proceed with your application, you must be at least 18 years... ...of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Washington DC4 days ago - ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... ...day condition of employmentIf you were registered after October 1, 2018 you must also have...Suggested
- ...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.
College Park, MDa month ago $70k - $80k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients'... ...represented Requirements: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred Bachelor'...SuggestedEdelman Financial Engines, LLC
Washington DC8 days ago- ...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...Work at officeWork from home
Coldstream Wealth Management
Washington DC16 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...- Our client, a well-established Registered Investment Advisor managing significant assets for high-net-worth clients, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm's day-to-day service...
- ...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 DC3 days ago - ...Client Relations Associate - Entry Level We are a leading event marketing firm focused on creating memorable, engaging, and results-driven brand experiences for our clients. We combine creativity, innovation, and strategic marketing to deliver impactful event campaigns...
HHV
Alexandria, VA1 day ago $52k - $60k
...qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you... ...Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial...Full timeWork at officeMainspring Wealth Advisors LLC
Washington DC17 days ago- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
UBS
Washington DC3 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...
- 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....
$80k - $100k
...Job Description Job Description Client Services Operations Associate Operations Associate, Client Service Location: Seattle, WA (Hybrid)... ...national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a...Ongoing contractFull timeInternshipWork at officeLocal areaEverforth, Cybercoders
Washington DC3 days ago$94k - $141k
Job ID: 96953045520Posted: 2026-08-21Location: 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 time- ...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....Private practice
5 Legal
Washington DC16 days ago - Bank of America in Alexandria, VA, seeks a client service associate for Merrill Wealth Management to support Financial Advisors and client needs. You will educate clients on banking and investment products, ensuring timely and accurate materials and strong risk management...Day shift
- ...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 workWork at officeWork from homeShift workDay shift
