Client Services Associate Birks Financial Corp.Client Services AssociateHerndon, VA$55,000–$85,000 / yearFull timeThis role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning.
Client Success Coordinator - $23-25/hr - Arlington, VA Beacon Hill Staffing Group, LLCClient Success Coordinator - $23-25/hr - Arlington, VAWashington, D.C., District of Columbia$23–$25 / hourFull timeLearn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Litigation Associate Attorney JobotLitigation Associate AttorneyBethesda, MD$120,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers immediate hands-on responsibility and direct involvement in sophisticated commercial litigation matters, including commercial disputes, real property and construction claims, fiduciary and shareholder disputes, and estates and trusts litigation.
Litigation Associate JobotLitigation AssociateLeesburg, VA$115,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Build your litigation career at a respected, growth‑oriented law firm where you’ll gain real courtroom experience, meaningful client interaction, and the support of a collegial, high‑performing team.
NewBankruptcy and Restructuring Associate (2-5 Yrs Exp) JobotBankruptcy and Restructuring Associate (2-5 Yrs Exp)Falls Church, VA$125,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our work spans both transactional and litigation matters, giving our attorneys the opportunity to support clients through complex disputes, business decisions, regulatory issues, and long-term planning.
Labor & Employment Associate (2-5 Yrs Exp) JobotLabor & Employment Associate (2-5 Yrs Exp)Washington, DC$175,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Collaboration, sound judgment, and strong client relationships are at the core of how we approach every matter, allowing us to consistently deliver high-quality, value-driven legal services.
International Trade Compliance Associate Attorney JobotInternational Trade Compliance Associate AttorneyWashington, DC$200,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our work spans a broad range of sophisticated legal matters, including complex disputes, strategic transactions, and ongoing business counseling for organizations, institutions, and individuals.
Private Credit Associate Attorney (2-6 Yrs Exp) JobotPrivate Credit Associate Attorney (2-6 Yrs Exp)Washington, DC$225,000–$450,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers the opportunity to work on a wide range of complex financing matters, representing lenders and other market participants in sophisticated deal work.
NewAppellate & Strategic Motions Associate (1 - 2 Yrs Exp) JobotAppellate & Strategic Motions Associate (1 - 2 Yrs Exp)Washington, DC$210,000–$260,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers early exposure to complex legal issues, with a mix of brief writing, dispositive motions, and involvement in sensitive investigative matters.
Transportation Associate Attorney JobotTransportation Associate AttorneyWashington, DC$195,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Unlike firms that focus heavily on traditional corporate M&A or commodity litigation work, they often handles matters involving highly regulated industries, federal agencies, national security considerations, healthcare systems, government contractors, and .
REMOTE Accounting Associate (QuickBooks) JobotREMOTE Accounting Associate (QuickBooks)Columbia, MDRemote$70,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will be responsible for managing a variety of accounting tasks including accounts receivable, bank reconciliations, and payroll support for clients.
Financial Services Associate Kforce Inc.Financial Services AssociateAlexandria, VA$20–$22Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Full-time Baker/Sales Associate The Red Bandana BakeryFull-time Baker/Sales AssociateBethesda, MD$18–$22 / hourp>Reliability, a great customer service manner, great communication, and a good attitude are the most important hiring criteria, and the ideal candidate would have professional food service experience and knowledge of gluten-free and/or vegan diets. Must be able to lift 50 pounds, be on your feet continuously for 9 hours, and move quickly.
Senior Associate, Pursuits HITT ContractingSenior Associate, PursuitsFalls Church, VADemonstrated experience leading federal proposal development from capture through final submission, including strategy development, annotated outlines, color team review management, and oversight of complex proposal production, is a plus. Collaborate with project teams to develop interview presentation strategy; lead the development of interview materials including presentations, interview books, and handouts; direct presentation rehearsals and ensure the presentation team is well-prepared.
NewQuality Control Associate HITT ContractingQuality Control AssociateFalls Church, VAp style="text-align:left">Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. Execute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings.
NewAssociate, Sustainable Construction HITT ContractingAssociate, Sustainable ConstructionFalls Church, VAli>Collaborate with internal project managers, external consultants, and subcontractors to ensure timely execution of certification requirements; communicate questions, missing information, and risks early so issues can be resolved proactively. The Associate will support project teams in executing LEED and other green building certifications, contribute to corporate sustainability initiatives, and prepare for the evolving requirements of LEED v5.
Senior Associate, Subcontractor Relationships HITT ContractingSenior Associate, Subcontractor RelationshipsFalls Church, VABachelor’s degree required; preferred fields of study include Marketing, Accounting, Risk Management, Construction Management, Business Administration, Supply Chain Management, or related discipline. The Senior Associate, Subcontractor Relations is a key member of HITT’s Legal & Compliance team, responsible for supporting the onboarding, engagement, risk management, and strategic relationship development of HITT’s trade partners nationwide.
NewSenior Associate, Building Systems Engineer HITT ContractingSenior Associate, Building Systems EngineerFalls Church, VAp>As a critical member of our Facilities Team, the Building Systems Engineer, Senior Associate is responsible for the operation, maintenance, and repair of Net Zero building systems, including mechanical, electrical, plumbing, life safety, and building automation systems. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
Associate, Pursuits HITT ContractingAssociate, PursuitsFalls Church, VACollaborate with project teams to develop interview presentation strategy; lead the development of interview materials including presentations, interview books, and handouts; direct presentation rehearsals and ensure the presentation team is well-prepared. This entry to mid-level marketing coordinator/pursuits associate leads the development of responses to RFQ/RFPs, interview presentations, and award submissions.
NewAssociate, Chief of Staff HITT ContractingAssociate, Chief of StaffFalls Church, VAp style="text-align:left">Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. This position requires strong attention to detail, the ability to manage multiple workstreams, and a proactive approach to connecting work across departments to ensure alignment and progress.
NewAssociate, People Analytics HITT ContractingAssociate, People AnalyticsFalls Church, VAp style="text-align:left">Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. The role reports to the Manager, Performance Management within the Human Resources department and will partner closely with our HRIS, HR Business Partner, and Enterprise Business Solutions teams.
Data, Privacy and Cybersecurity Associate Page Group USAData, Privacy and Cybersecurity AssociateWashington, DC$235,000–$310,000 / yearFull timeThe firm advises major multinational organisations on complex legal challenges, combining deep sector expertise with a collaborative and international platform, providing lawyers with strong client exposure and the opportunity to develop within high-growth practice areas. This mid-level associate role focuses on advising clients on cybersecurity incidents, privacy compliance, and technology regulatory matters.
NewAssociate Veterinarian - Leesburg, VA Lansdowne Animal HospitalAssociate Veterinarian - Leesburg, VALeesburg, VALocated in the heart of Loudoun County and just outside Washington, D.C., our hospital combines high-quality medicine, advanced technology, and a supportive team culture with a schedule designed to promote genuine work-life balance. Located just 40 miles from Washington, D.C. and minutes from Dulles International Airport, the area provides easy access to major metropolitan amenities while maintaining a relaxed and welcoming community atmosphere.
Client Associate Royal Bank of CanadaClient AssociateVienna, VA$44,000–$66,000 / yearCustomer 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.
Registered Client Service Associate (Washington D.C) Oppenheimer & Co. Inc.Registered Client Service Associate (Washington D.C)Washington, DC$55,000–$65,000 / yearWith 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.
NewRegistered Client Service Associate Raymond James Financial ServicesRegistered Client Service AssociateManassas, VAAt 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. This essential role helps to provide high touch administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
Registered Client Service Associate Citigroup IncRegistered Client Service AssociateBethesda, MD$74,390–$103,810 / yearAppropriately 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.
Part Time Seasonal Client Associate - Tyson''''s Corner Callaway Golf CoPart Time Seasonal Client Associate - Tyson''''s CornerVAp>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.
Part Time Seasonal Client Associate - Tyson's Corner Callaway GolfPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaFor 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.
Part Time Seasonal Client Associate - Tyson's Corner Toptracer TechnologiesPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaIf 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.Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBethesda, MD$34,320–$90,000 / yearCultivate 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 • 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 • Confirm authorization and authenticate client when processing requests • 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 • 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 • Prepare financial plans, client reports, and other materials for client meetings • Review and take appropriate action on client account alerts. • Strong industry, product, and branch procedures knowledge • Exceptional writing, interpersonal, and client service skills • Detail-oriented with superior organizational skills and ability to prioritize tasks • Strong computer skills and knowledge of Microsoft Office products • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Goal-oriented, self-motivated, and results-driven • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateDC$33,280–$85,000 / yearOur 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.Registered Client Service Associate Raymond James Financial IncRegistered Client Service AssociateManassas, VAJob 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.Part Time Client Associate - Tyson's Corner Callaway GolfPart Time Client Associate - Tyson's CornerTysons Corner, VirginiaFor 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.Part Time Client Associate - Tyson's Corner Toptracer TechnologiesPart Time Client Associate - Tyson's CornerTysons Corner, VirginiaIf 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.Part Time Client Associate - Tyson''''s Corner Callaway Golf CoPart Time Client Associate - Tyson''''s CornerVAp>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.Registered Client Service Associate - Washington, D.C. Raymond James Financial IncRegistered Client Service Associate - Washington, D.C.DC$60,000–$80,000 / yearThe 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).NewRegistered Client Service Associate-Washington DC Raymond James Financial IncRegistered Client Service Associate-Washington DCWashington, DC$55,000–$80,000 / yearp>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.NewRegistered Client Service Associate- Bethesda, MD Raymond James Financial IncRegistered Client Service Associate- Bethesda, MDBethesda, MD$55,000–$75,000 / yearp>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.Part Time Seasonal Client Associate - Tyson's Corner TravisMathewPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. 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.Client Associate GallagherClient AssociateRockville, MarylandIf you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview: As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. How you'll make an impact: You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBethesda, MD$34,320–$90,000 / yearCultivate 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 • 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 • Confirm authorization and authenticate client when processing requests • 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 • 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 • Prepare financial plans, client reports, and other materials for client meetings • Review and take appropriate action on client account alerts. • Strong industry, product, and branch procedures knowledge • Exceptional writing, interpersonal, and client service skills • Detail-oriented with superior organizational skills and ability to prioritize tasks • Strong computer skills and knowledge of Microsoft Office products • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Goal-oriented, self-motivated, and results-driven • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateDC$33,280–$85,000 / yearOur 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.
Registered Client Service Associate Raymond James Financial IncRegistered Client Service AssociateManassas, VAJob 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.
Part Time Client Associate - Tyson's Corner Callaway GolfPart Time Client Associate - Tyson's CornerTysons Corner, VirginiaFor 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.
Part Time Client Associate - Tyson's Corner Toptracer TechnologiesPart Time Client Associate - Tyson's CornerTysons Corner, VirginiaIf 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.
Part Time Client Associate - Tyson''''s Corner Callaway Golf CoPart Time Client Associate - Tyson''''s CornerVAp>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.
Registered Client Service Associate - Washington, D.C. Raymond James Financial IncRegistered Client Service Associate - Washington, D.C.DC$60,000–$80,000 / yearThe 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).
NewRegistered Client Service Associate-Washington DC Raymond James Financial IncRegistered Client Service Associate-Washington DCWashington, DC$55,000–$80,000 / yearp>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.
NewRegistered Client Service Associate- Bethesda, MD Raymond James Financial IncRegistered Client Service Associate- Bethesda, MDBethesda, MD$55,000–$75,000 / yearp>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.
Part Time Seasonal Client Associate - Tyson's Corner TravisMathewPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. 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.
Client Associate GallagherClient AssociateRockville, MarylandIf you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview: As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. How you'll make an impact: You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business.
Client Associate II Atlantic Union Bankshares CorpClient Associate IIMiddleburg, VAThe Client Associate II provides administrative support to the Trust Advisors and/or the Wealth Relationship Managers within Wealth Management. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
Part Time Seasonal Client Associate - Tyson's Corner Jack WolfskinPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, Virginiap>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. ROLES AND RESPONSIBILITIES. Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service.
Registered Client Service Associate (Washington D.C) Oppenheimer Holdings IncRegistered Client Service Associate (Washington D.C)DC$55,000–$65,000 / yearWith 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.
Client Service Associate Raymond James Financial IncClient Service AssociateAlexandria, VAAt 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. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateVienna, VAOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAp>The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
Senior Associate, Client Service NFP CorpSenior Associate, Client ServiceReston, VA$70,000–$80,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateBethesda, MD$54,000–$71,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.