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- ...Registered Wealth Management Client Associate Washington, District of Columbia 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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Washington DC1 day ago $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 DC1 day 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
$33.28k - $85k
Overview 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...SuggestedTemporary workWork at officeLocal area$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$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients...SuggestedWork experience placementWork at office$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, VA3 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 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$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- ..., 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
$50k - $65k
...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 DC28 days ago$35.15k - $90k
...Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...follow-ups • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or...SuggestedFull timeTemporary workWork experience placementLocal areaMorgan Stanley
Washington DC15 days ago- ...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.
Alexandria, VA15 days ago $235k - $365k
...just about numbers, it’s about protecting a legacy across generations.This is an awesome Washington, DC-based opportunity to advise clients — both domestic and international — on the full spectrum of estate and wealth transfer planning, including trust administration,...Suggested- Morgan Stanley is seeking Registered Client Service Associates to help shape the future of client service. This role requires understanding firm policies and capabilities to deliver the full firm to clients, while supporting relationship growth and service excellence....
- ...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. Domestic and international estate, gift...Private practice
5 Legal
Washington DC3 days ago - 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...
- 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...
$94k - $141k
Job ID: 92883086816Posted: 2026-07-11Location: 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- ...backgrounds, and together we look to leave the past behind while moving the game forward. For more information, please visit The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Part timeWeekend workAfternoon shift
Callaway Golf
Washington DC7 days ago - ...infrastructure management for small- to mid-sized businesses. As we continue to expand our services, we are eager to find a Client Relationship Associate who embodies our core values: Teamwork: We achieve our goals collaboratively. Growth Mindset: We are focused on...Remote work
FusionTek
Washington DC26 days ago - ...memorable, engaging, and results-driven brand experiences for our clients. We combine creativity, innovation, and strategic marketing... ...are seeking a detail-oriented and enthusiastic Client Relations Associate to join our growing team. In this role, you’ll help manage...
HHV
Alexandria, VA8 days ago $55k - $65k
Oppenheimer & Co. Inc. is looking for a Registered Client Service Associate in Washington D.C. The role involves servicing clients, managing tasks, and supporting Financial Advisors. The ideal candidate will have at least 5 years of experience in a corporate environment...$65k - $82k
Position Summary Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute a range of client requests while maintaining proactive account administration. The role follows...Temporary workWork at office- ...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
$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$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- 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
- ...Job Description Job Description POSITION SUMMARY: 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...Work at officeLocal areaImmediate startMonday to Friday
Community Clinic Inc.
Silver Spring, MDmore than 2 months ago
