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1,599 Results for

Client Associate Jobs in Bethesda, MD

United States of America

Work hours/week:.

1201 Wills Street:Baltimore

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30+ days ago
New

Frederick, MD
  • $26.50ā€“$45 / hour

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.

2 days ago

Vienna, VA
  • $44,000ā€“$66,000 / year

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

8 days ago

Washington, DC
  • $55,000ā€“$65,000 / year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. 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, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.

11 days ago

Baltimore, MD

p>Key Responsibilities: ā€¢ Educate clients on account services and capabilities ā€¢ Input data in to financial planning tools ā€¢ Assist with the preparation of reports and other materials for client meetings ā€¢ Ensure appropriate documentation is collated for new accounts and service requests. Visit ubs.com/careers.

30+ days ago

Bethesda, MD
  • $74,390ā€“$103,810 / year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.

30+ days ago
Morgan Stanley logo

Bethesda, MD
  • $34,320ā€“$90,000 / year

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current ā€¢ Identify and assist with Firm services and solutions that support clients' needs, including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile ā€¢ Confirm authorization and authenticate client when processing requests ā€¢ Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions, and handling estate needs as examples ā€¢ Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors ā€¢ Prepare financial plans, client reports, and other materials for client meetings ā€¢ Review and take appropriate action on client account alerts. ā€¢ Strong industry, product, and branch procedures knowledge ā€¢ Exceptional writing, interpersonal, and client service skills ā€¢ Detail-oriented with superior organizational skills and ability to prioritize tasks ā€¢ Strong computer skills and knowledge of Microsoft Office products ā€¢ Team player with the ability to collaborate with others ā€¢ Ability to work in a fast-paced, evolving environment ā€¢ Goal-oriented, self-motivated, and results-driven ā€¢ Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

30+ days ago
Morgan Stanley logo

DC
  • $33,280ā€“$85,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

30+ days ago

VA

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.

30+ days ago

Tysons Corner, Virginia

If you want to learn more about them visit: Core Values | Topgolf.

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

27 days ago

Tysons Corner, Virginia

For more information, please visit https://www.callawaygolf.com.

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

27 days ago

Manassas, VA

Job Description Essential Duties and Responsibilities Services basic inquiries and scheduling of meetings with prospective and existing clients Respond to client inquiries regarding accounts, transactions, and general service matters Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests Maintain accurate and complete CRM records Execute equity, ETF, mutual fund, and fixed income trades as directed Assist with portfolio rebalancing Monitor cash balances and distributions Gather and organize client financial data Prepare and update financial plans using planning software Run retirement, cash flow, and scenario analyses Prepare client-ready reports and presentations Ensure all documentation meets firm and regulatory requirements Maintain organized client files and audit-ready documentation Assist with supervisory reviews and compliance requests Adhere to FINRA, SEC, and firm policies and procedures Perform other duties, as assigned Key Skills & Competencies Strong attention to detail and accuracy Excellent organizational and time-management skills Professional communication (written and verbal) Analytical mindset Client-first attitude with high integrity Experience with financial planning software Experience with portfolio management or rebalancing tools Experience executing trades in client accounts Proficiency in Microsoft Office and CRM systems Education/Previous Experience Bachelor's degree preferred 3+ years of experience in wealth management or advisory support Licenses/Certifications SIE, Series 7 & 63/65 or 66 Insurance license McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. Education Bachelor's Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

30+ days ago

Towson, Maryland

li>Account Management: Open new brokerage accounts, 529 plans, and annuities; set up online portal access and confirm delivery of all regulatory notices.

  • Technical Operations: Maintain and update client data within CRM and portfolio systems; work directly with custodians, broker-dealers, and insurance carriers to resolve complex issues.

    • 30+ days ago

    DC
    • $60,000ā€“$80,000 / year

    The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

    s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

    30+ days ago
    New

    Washington, DC
    • $55,000ā€“$80,000 / year

    p>S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

    3 days ago
    New

    Bethesda, MD
    • $55,000ā€“$75,000 / year

    p>s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

    3 days ago

    Baltimore, Maryland

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    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

    This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

    24 days ago

    VA

    p>ABOUT THE BRAND:

    Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.

    Our Mission: To create demonstrably superior and pleasingly different products powered by innovative technology and premium craftsmanship enabling golfers of all abilities to play their best and find more joy in the game.

    23 days ago

    Tysons Corner, Virginia

    If you want to learn more about them visit: Core Values | Topgolf. We're focused on helping people worldwide improve their golf game which leads to healthy, active and social lifestyles.

    24 days ago

    Tysons Corner, Virginia

    For more information, please visit https://www.callawaygolf.com.

    Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.

    24 days ago

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