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$68.3k - $79.8k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Washington DC1 day ago$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 officeRaymond James
Bethesda, MD1 day ago$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...SuggestedWork experience placementWork at officeRaymond James Financial Services
Bethesda, MD5 days ago$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- 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)...SuggestedOngoing contractFull timeWork experience placementWork at officeImmediate start
$55k - $80k
## Registered Client Service Associate-Washington DCApplylocations: DC - Washington - 1899 Pennsylvania Ave NW Ste 1000time type: Full timeposted on: Posted Todayjob requisition id: R-0011716**Job Description Summary**Supports Financial advisors and their prospective and...SuggestedWork experience placementWork at office$55k - $65k
...as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Registered Client Service Associate (Washington D.C) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker...SuggestedFull timePart timeLocal area$55k - $75k
Job Summary Registered Client Service Associate - Supports financial advisors and their prospective and existing clients, and other branch staff team members. This role provides high-quality administrative support to advisors in a fast-paced, task-oriented environment....SuggestedWork experience placementWork at office$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$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,...SuggestedFull timePart timeLocal area$74.39k - $103.81k
...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...SuggestedFull time$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$40.5k - $67.5k
Position Overview As a Client Experience Associate within PNC's Retail Bank organization, you will be based in Washington, DC. The role focuses... ...19 of the Federal Deposit Insurance Act and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing...SuggestedTemporary workWork experience placement$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...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work$54k - $71k
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We... ...represented. Requirements Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred....$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...$55k - $65k
Oppenheimer & Co Inc in Washington D.C. is looking for a Registered Client Service Associate. This pivotal role involves servicing clients, managing organizational tasks, and supporting marketing efforts. The company values a proactive mindset and confidentiality in handling...- ...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 timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Washington DC25 days ago $65k - $82k
...firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment... ...to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining...Temporary workWork at officeWorldwideBrown Advisory
Washington DC3 days ago- 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...
- 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....
- 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...
- Fwainvest in Washington, DC is hiring a Registered Client Service Associate to support financial advisors and clients. The ideal candidate will demonstrate strong communication skills across various platforms and effectively manage detailed tasks. You will handle client...
- Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This position involves managing client interactions, onboarding new clients, and ensuring compliance with industry regulations...
- ...Job Description The primary function is to support the designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other functions as required...Work experience placementWork at office
United Bank Inc
Washington DC1 day ago $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 officeB. F. Saul Company Hospitality Group
Bethesda, MD3 days ago- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
TradeJobsWorkforce
Washington DC5 days ago - ...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 timeWork at office
Alphabe Insight Inc
Washington DC4 days ago - ...Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of our broad array of working relationships, our strategic expertise and...
Venn-Corp
Washington DC1 day ago
