Senior Cost Segregation Associate JobotSenior Cost Segregation AssociateRockville, MD$60,000–$85,000 / yearBy offering in-depth expertise and hands-on service, our client enables businesses across various industries to leverage specialized tax strategies that support innovation and operational efficiency, making complex tax benefits more accessible and straightforward. Its primary focus is on helping clients identify, document, and claim valuable tax credits and incentives, such as the Research & Development (R&D) Tax Credit, cost segregation, and energy efficiency tax deductions like the 179D and 45L credits.
NewLitigation 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.
NewAssociate Attorney JobotAssociate AttorneyWashington, DC$160,000–$185,000 / yearOur litigation practice is led by seasoned trial lawyers, including several former DOJ attorneys, and works closely with a deep bench of regulatory and environmental attorneys advising clients in energy, technology, manufacturing, and other highly regulated industries. Information 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.
NewSenior Associate, Oracle HCM KPMGSenior Associate, Oracle HCMWashington, DCExecute the day-to-day activities of HR transformation engagements including facilitating end-to-end process design workshops, implementing full engagement lifecycle support, assisting with the creation of project deliverables and overseeing project management or planning activities. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Quality Control Senior Associate HITT ContractingQuality Control Senior AssociateFalls Church, VA$77,000–$112,000 / yearExecute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings for mid-sized to more complex projects. Active certification with the Army Corps of Engineers- Construction Quality Management for Contractors or an inactive certification that needs to be refreshed within 3 months of hire.
NewManufacturing Associate JouléManufacturing AssociateRockville, MD$18–$25 / hourHigh School Diploma or equivalent with exposure to science and math coursework, and minimum three years of related biotech/pharmaceutical industry experience or Associate’s degree in a related discipline with no experience. The Manufacturing Associate I participates in the manufacturing of biopharmaceutical drug product to support MacroGenics’ multiple clinical programs in the Protein Purification area.
NewSenior Associate, ServiceNow - ITSM KPMGSenior Associate, ServiceNow - ITSMWashington, DCIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. Lead presentations of key solution design, technology architecture concepts and demonstrations to client stakeholders as well as working as part of a team to implement solutions in an Agile-SCRUM framework by writing epics and user stories.
NewSenior Associate, Revenue Cycle Consultant KPMGSenior Associate, Revenue Cycle ConsultantWashington, DCCommunicate regularly with engagement Managers, project team members, and client counterparts, including escalating any matters that require additional attention and consideration from the leadership team; demonstrate problem solving skills with these individuals through critical thinking, intellectual curiosity, and intellectual rigor; analyze complex issues and frame approaches for potential solutions. Must have two years of analytics experience with handling, analyzing and evaluating large data sets using at least one of the following tools: Microsoft Excel, Tableau, Power BI, SQL, Alteryx, and/or Data Warehouse management; If an Epic recruit, experience with the following Epic modules such as Resolute (Hospital/Physician), Cadence, Prelude/ADT and Reporting Workbench.
Senior Associate, Pursuits HITT ContractingSenior Associate, PursuitsFalls Church, VA$77,000–$112,000 / yearDemonstrated 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.
Research Associate I - Public Health Research - DC Hybrid Office NORC at the University of ChicagoResearch Associate I - Public Health Research - DC Hybrid OfficeWashington, D.C.Our team includes prominent health policy experts, nationally recognized public health researchers with general and specialized expertise in areas such as rural health and tribal issues, health communications, skilled methodologists, and leaders in the field of survey design and implementation. With world-class benefits, a business casual environment, and an emphasis on continuous learning, NORC is a place where people join for the stellar research and analysis work for which we’re known, and stay for the relationships they form with their colleagues who take pride in the impact their work is making on a global scale.
NewSenior Associate, IT M&A - Due Diligence, Integration, and Separation KPMGSenior Associate, IT M&A - Due Diligence, Integration, and SeparationWashington, DC$102,790–$217,810 / yearQualifications: Minimum three years of recent experience in technology/business consulting, or a combination of consulting and technology roles, with demonstrated involvement in IT transformation projects supporting IT-focused M&A projects: system integration/separation, platform migration, IT architecture modernization, outsourcing of IT operations, or regulatory technology implementation. Support sign-to-close and post-close IT integration and separations from planning to project execution, support development of deliverables including IT current state assessments, IT entanglement identification, IT operating model definition, IT synergies, and day 1 and post-close plan development.
NewAssociate, Infrastructure Project Advisory (Construction/Engineering) KPMGAssociate, Infrastructure Project Advisory (Construction/Engineering)Washington, DCBachelor's degree or masters' degree in Engineering, Architecture, Building Science, Construction Management, or a related field from an accredited college or university; Professional Engineer, Project Management, Certified Construction Manager, Certified Public Accountant, American Institute of Architects, or other professional certification is preferred. Demonstrated client coordination and subcontractor management for full life cycle construction projects including planning and work breakdown structures, pre-construction services, sourcing and procurement of contracts, contract administration, scheduling, cost estimating, quality management, project reporting, and project closeout.
NewSenior Associate, Financial Due Diligence KPMGSenior Associate, Financial Due DiligenceWashington, DCCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewSenior Associate, Forensic Technology KPMGSenior Associate, Forensic TechnologyWashington, DC$88,160–$162,035 / yearBachelor's degree in computer science, engineering, digital forensics, or equivalent from an accredited college or university is required; relevant training or certifications in the field, such as GIAC (GIME, GCFE, GCFA, GASF), IACIS (CFCE), Magnet (MCME), 13Cubed (IME Gold, ILD Gold), Cellebrite (CCME, CAAF, CAFF, CAIF), or Hexordia (HMAC). If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewSenior Associate, Workday Security KPMGSenior Associate, Workday SecurityWashington, DCIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate - Infrastructure, Capital Projects & Climate Advisory (Project/Program Development & Finance) KPMGSenior Associate - Infrastructure, Capital Projects & Climate Advisory (Project/Program Development & Finance)Washington, DCIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, Source to Pay - Ivalua KPMGSenior Associate, Source to Pay - IvaluaWashington, DCIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. Responsibilities: Familiar with typical requirements a company (client) would have for a Source-to-Pay (S2P) application Articulate Ivalua's functional and technical capabilities in the context of a clients requirement or desired outcome; recommending the most suitable option.
NewSenior Associate, SAP CRM - Utilities KPMGSenior Associate, SAP CRM - UtilitiesWashington, DC$97,755–$204,585 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, Privileged Access Management Delivery Engineer KPMGSenior Associate, Privileged Access Management Delivery EngineerWashington, DC$95,855–$208,265 / yearImplement and maintain PAM capabilities including privileged credential management, session management, just-in-time access, and endpoint management (EPM)components; implement automated integration across adjacent security solutions (for example: Crowdstrike, SIEM solutions, ServiceNow); automate PAM tasks using scripting and APIs (such as PowerShell, Python, REST, and others) and integrate with enterprise platforms (that is, Active Directory, IdPs, ITSM platforms, SIEM platforms, and more). Hands on experience with Privileged Access Management delivery and engineering, with specific experience using CyberArk On-Prem and SaaS solutions; additional experience with secrets management platforms (that is, Conjur, HashiCorp) and other PAM platforms (such as Delinea, BeyondTrust) preferred.
NewAssociate, Sustainable Construction HITT ContractingAssociate, Sustainable ConstructionFalls Church, VA$72,000–$92,000 / yearCollaborate 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.
Associate, Pursuits HITT ContractingAssociate, PursuitsFalls Church, VA$67,000–$87,000 / yearCollaborate 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, Project Accounting HITT ContractingAssociate, Project AccountingFalls Church, VA$67,000–$87,000 / yearEvery day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. Be aggressive, but tactful, in communicating/discussing/resolving accounting related problems with team, striving to correct problems in a timely manner.
Quality Control Associate HITT ContractingQuality Control AssociateFalls Church, VA$70,000–$100,000 / yearExecute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
NewAssociate, People Analytics HITT ContractingAssociate, People AnalyticsFalls Church, VA$67,000–$87,000 / yearEvery 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.
Associate, Chief of Staff HITT ContractingAssociate, Chief of StaffFalls Church, VA$67,000–$87,000 / yearThis 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. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
NewSenior Associate, Cloud Engineer - Terraform KPMGSenior Associate, Cloud Engineer - TerraformWashington, DCQualifications: Minimum three years of recent experience in IT infrastructure technology management and architecture including IaaS/PaaS/DevOps cloud transformation programs and infrastructure automation, prior system/storage; admin/engineering experience and consulting experience; four years of cloud strategy, migration, and transformation leadership including cloud services (IaaS/PaaS) implementation & migration, including Azure or AWS. Additional desirable experience in infrastructure automation and instrumentation (Unix Admin, Scripting / Programming Capabilities, SDLC Process Knowledge), Unified Communications, Collaboration, Database/application server architecture, network, information security, GenAI, RAG.
Antitrust Associate Page Group USAAntitrust AssociateWashington, DC$260,000–$365,000 / yearFull timeThe firm operates at the intersection of government, technology, and business, delivering high-quality legal services while maintaining a strong commitment to excellence, collaboration, and client success across diverse global industries. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
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.
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.
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.
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.
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.
NewLicensed Clinical Marriage and Family Therapist (LCMFT) (No Associates) - Remote Rula HealthLicensed Clinical Marriage and Family Therapist (LCMFT) (No Associates) - RemoteSilver Spring, MDRemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. Minimum Qualifications Must be licensed as a Licensed Clinical Professional Counselor (LCPC), Licensed Clinical Marriage and Family Therapist (LCMFT) or Licensed Clinical Social Worker - Clinical (LCSW-C).
NewLicensed Clinical Psychologist (No Associates) - Remote Rula HealthLicensed Clinical Psychologist (No Associates) - RemoteWaldorf, MDRemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. About Rula Rula is a comprehensive behavioral health solution that works with a network of licensed clinicians to deliver high-quality care to individuals, couples, and families.
NewLicensed Clinical Professional Counselor (LCPC) (No Associates) - Remote Rula HealthLicensed Clinical Professional Counselor (LCPC) (No Associates) - RemoteSilver Spring, MDRemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. Minimum Qualifications Must be licensed as a Licensed Clinical Professional Counselor (LCPC), Licensed Clinical Marriage and Family Therapist (LCMFT) or Licensed Clinical Social Worker - Clinical (LCSW-C).
NewLicensed Clinical Social Worker - Clinical (LCSW-C) (No Associates) - Remote Rula HealthLicensed Clinical Social Worker - Clinical (LCSW-C) (No Associates) - RemoteColumbia, MDRemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. Minimum Qualifications Must be licensed as a Licensed Clinical Professional Counselor (LCPC), Licensed Clinical Marriage and Family Therapist (LCMFT) or Licensed Clinical Social Worker - Clinical (LCSW-C).
NewLicensed Mental Health Therapist (No Associates) - Remote Rula HealthLicensed Mental Health Therapist (No Associates) - RemoteSilver Spring, MDRemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. Minimum Qualifications Must be licensed as a Licensed Clinical Professional Counselor (LCPC), Licensed Clinical Marriage and Family Therapist (LCMFT) or Licensed Clinical Social Worker - Clinical (LCSW-C).
NewAssociate Therapist, Mental Health - Virtual Rula HealthAssociate Therapist, Mental Health - VirtualSilver Spring, MDMinimum Qualifications Must be licensed as a Licensed Clinical Professional Counselor (LCPC), Licensed Clinical Marriage and Family Therapist (LCMFT) or Licensed Clinical Social Worker - Clinical (LCSW-C) Valid NPI Must be licensed in Maryland Must be able to provide telehealth Work Remotely Yes MD, US By taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better.
Commercial Real Estate Associate Attorney JobotCommercial Real Estate Associate AttorneyBethesda, MD$175,000–$250,000 / 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 high‐value commercial deals, collaborate directly with business leaders, and provide strategic legal guidance across a wide range of real estate matters.
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.
Registered Client Associate Wells Fargo & CoRegistered Client AssociateDC$30.77–$45.67 / hourMay also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
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.
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.
Part Time Seasonal Client Associate - Tyson''''s Corner Callaway Golf CoPart Time Seasonal Client Associate - Tyson''''s CornerVAThe 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 Toptracer TechnologiesPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaThe 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. We're focused on helping people worldwide improve their golf game which leads to healthy, active and social lifestyles.
Part Time Seasonal Client Associate - Tyson's Corner Callaway GolfPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaThe 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. 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.
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.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBethesda, MD$33,280–$88,000 / yearMSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. DUTIES AND RESPONSIBILITIES: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.
NewPrivate Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateWashington, DC$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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Client Experience Associate - Anacostia PNC BankClient Experience Associate - AnacostiaDistrict of ColumbiaAccuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.