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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 DC4 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 DC16 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 DCa month ago$33.28k - $85k
Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal area$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...SuggestedWork experience placementWork at office- ...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
$30.77 - $45.67 per hour
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 startWells Fargo
McLean, VA1 day 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 homeShift 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$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 area- ...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 DC1 day 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- ...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.
Bowie, MDa month 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...SuggestedWork at officeWork from home
Coldstream Wealth Management
Washington DCa month 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...Suggested
- ..., 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...
- 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...
- ..., 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...
$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 DCa month ago- ...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
Bank of America
Washington DC3 days ago - 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...
$235k
...international income, gift, and estate tax planning is a plus. An LLM in Taxation is a plus but not required. Posting details Associate - Private Client - Washington, DC Build your big career with the firm that does Big Law, Better. McDermott Will & Schulte is a leading...Private practiceWork at office$40.5k - $67.5k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based in Washington, DC. Bilingual Spanish preferred. PNC is an in-...Full timeTemporary workWork experience placementWork at office- ...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 officeLocal areaImmediate startMonday to Friday
Community Clinic
Silver Spring, MD4 days ago $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 areaWork visaMorgan Stanley
Washington DC2 days ago$70k - $75k
...CLIENT SERVICE ASSOCIATE Location: Bethesda, MD Job Type: Full-Time Compensation: $70-75k Schedule: Mon-Fri, 9:00 AM-5:00 PM POSITION SUMMARY We are seeking a Client Service Associate to provide day-to-day operational and client service support...Full timeWork at officeMonday to FridayCrawford Thomas Recruiting
Bethesda, MD16 hours ago- Job Posting The request could not be satisfied. Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner. If you provide content...
Edelman Financial Engines
Alexandria, VA3 days ago $50k - $65k
...focus allows our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position...Full timeWork at officeCare Options For Kids
Laurel, MD3 days ago$90k
...where you can take on more responsibility, work directly with clients and continue building your career, this could be an excellent next... ...growing wealth management firm is looking for a Client Service Associate to join its Bethesda team. This is a great opportunity for...Work at officeRemote workCFS
Bethesda, MD4 days ago$80k - $100k
...Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace... ...to building a lasting relationship. The Client Development Associate (CDA) plays a key role in guiding new clients from initial agreement...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Washington DC22 days ago
