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$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 DCa month ago- ...communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You... ...resolution. What do you need to succeed? Must-have 3+ years of Registered Client Associate experience or related industry experience Series 7 and 66...SuggestedFull timeFlexible hours
$31.2k - $90k
...Registered Client Service AssociateRegistered 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 build...SuggestedTemporary workWork at officeLocal areaWork visaMorgan Stanley
Laurel, MD1 day ago$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 officeShift workDay shift- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code.** Possesses advanced industry knowledge and an understanding...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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...SuggestedFull timeTemporary workWork at officeLocal area$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$60k - $70k
...a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity... ...management teams. As a Client Service Associate, you'll work alongside experienced... ...and gain a deeper understanding of the Registered Investment Advisor industry. This role offers...SuggestedFull timeWork at officeColdstream Wealth Management
Washington DCa month ago- Morgan Stanley is hiring a Registered Client Service Associate in Washington, DC to support Financial Advisors and client relationships. The role involves processing money movements, handling client inquiries, onboarding accounts, and educating clients on digital tools....Suggested
$60k - $75k
...includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential...SuggestedFull timePart timeWork at officeShift workDay shiftTruist
Bethesda, MD2 days ago- Raymond James in Bethesda, MD is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels and the ability to manage multiple...Suggested
- 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...Suggested
- 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
$260k - $365k
...AmLaw 10 law firm to identify a talented Investment Funds, Registered Funds / BDC Associate (3–5 years of experience) to join its Investment Funds... ...investment products. Key Responsibilities Advise clients on the formation, structuring, and ongoing operation of...SuggestedDirect Counsel
Washington DC2 days ago$40.5k - $67.5k
## Client Experience AssociateApply: VA - Alexandria (22315): Full time: Posted Today: R238000# **Position Overview**At PNC, our people... ...to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based in...Full timeTemporary workPart timeWork experience placementWork at office- ...industry, academia and the nonprofit sector to share strategies, challenges, tools and practices. Position Overview: The Client Success Associate is Billington's primary point of contact for our top sponsors. You'll actively manage the relationship from contract signature...Contract workLocal areaAfternoon 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
- The Client Success Associate serves as the primary point of contact for top sponsors, managing relationships from contract signature through post-event debriefs to ensure sponsor delivery, value, and renewal. Responsibilities Act as the trusted day-to-day contact for...Contract workAfternoon shift
$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 Bank organization, you will be based in College Park, Maryland supporting multiple branches in the...Temporary workWork experience placementWork at office- GEM is hiring personable and motivated Client Relations Associates to help strengthen relationships between organizations, customers, and local communities. If you enjoy communicating with people, solving problems, and creating positive experiences, this could be an excellent...Full timeLocal area
$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...Full timeTemporary workPart timeWork experience placementWork at officePNC Bank
College Park, MD2 days ago$49.5k - $77k
...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...Full timeFlexible hours- ...Client Services Associate As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every...Full timeTemporary workPart timeWork experience placementImmediate start
- ...with 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...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
$72k - $78k
...management advice to a growing number of affluent and high net worth client families. Omega is also a certified B Corp, committed to... ...and work. Position Summary We are looking for a Client Service Associate who builds strong relationships and takes pride in precision. In...Temporary workSummer workWork at officeLocal areaWork from homeMonday to FridayFlexible hours- Omega Wealth Management, LLC, a female-founded, fee-only wealth planning firm in Arlington, VA, seeks a Client Service Associate to deliver a high-touch client experience. You’ll interact mainly by phone and email, supporting advisors and handling transactions with precision...
- ...with 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...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
$33.28k - $85k
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 relationships. Leading...Temporary workWork at officeLocal areaWork visa- Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors in daily operations. The role focuses on building trusted client relationships, onboarding new clients, and handling...
