NewFinancial Services Associate Attorney JobotFinancial Services Associate AttorneyWashington, DC$235,000–$365,000 / yearBillable-hour framework: 2,000-hour annual bonus threshold, with market reporting indicating approximately 1,800 client-billable hours and up to 200 qualifying hours for pro bono and other approved activities. 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.
NewSeasonal Client Services Coordinator Sparks GroupSeasonal Client Services CoordinatorLeesburg, VAJob Summary/Company : Sparks Group has partnered with a well-known CPA and Consulting firm in the Leesburg/Middleburg area that is seeking a Client Services Coordinator for a 2-month contract opportunity Do you have at least 5 years of experience communicating with clients and handling administrative functions? Responsibilities : Manage the full cycle of tax document distribution, including coordinating the mailing of tax return organizers and engagement letters.
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.
NewPatent Prosecution Associate Attorney – Mechanical/Aerospace Engineering JobotPatent Prosecution Associate Attorney – Mechanical/Aerospace EngineeringWashington, DC$215,000–$355,000 / 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. Associate billable target: 1,850 hours annually; total annual time expectation: 2,200 hours, including approved professional development, pro bono, firm citizenship, and business development activities.
Workplace Services Associate - Onsite DC Office NORC at the University of ChicagoWorkplace Services Associate - Onsite DC OfficeWashington, D.C.$50,000–$76,000 / yearThis includes real estate planning, space planning and management, emergency procedures, access control, security and key card services, construction management, travel management, mail and shipping operations, print center operations, front desk services, furniture purchasing, office maintenance, and general upkeep and cleanliness. Coordinates mail/shipping/receiving; check mailbox in lower level, distribute incoming mail; process and distribute incoming packages; prepare FedEx, UPS, USPS outgoing items and take to corresponding drop boxes; send weekly interoffice pouch to Chicago.
Litigation Associate JobotLitigation AssociateFairfax, 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.
NewHealthcare Regulatory Litigation Associate Attorney JobotHealthcare Regulatory Litigation Associate AttorneyWashington, DC$180,000–$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. The associate will work closely with experienced healthcare attorneys on nationally significant matters involving healthcare providers, trade associations, nonprofit organizations, and other industry participants.
NewAssociate Attorney JobotAssociate AttorneyWashington, DC$100,000–$120,000 / 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 opportunity is ideal for an attorney with 1–5 years of litigation experience who enjoys advocating for injured clients and wants to gain significant courtroom exposure while managing cases from inception through resolution.
NewLabor & 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.
NewCorporate Associate JobotCorporate AssociateBethesda, MD$130,000–$175,000 / 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. We serve as trusted counsel to businesses, families, and individuals across a wide range of industries, pairing the depth and resources of a larger firm with the responsiveness and entrepreneurial mindset of a boutique.
NewComplex Litigation Associate Attorney – Antitrust Matters JobotComplex Litigation Associate Attorney – Antitrust MattersWashington, DC$215,000–$355,000 / 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. Associate billable target: 1,850 hours annually; total annual time expectation: 2,200 hours, including approved professional development, pro bono, firm citizenship, and business development activities.
NewCommercial Litigation Associate Attorney JobotCommercial Litigation Associate AttorneyWashington, DC$215,000–$355,000 / 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. Associate billable target: 1,850 hours annually; total annual time expectation: 2,200 hours, including approved professional development, pro bono, firm citizenship, and business development activities.
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.
NewRetail Customer Service Associate FedExRetail Customer Service AssociateFalls Church, Virginia$19.70–$23.17 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewSenior Associate - Software Architect CredenceSenior Associate - Software ArchitectMcLean, VAUnlike a traditional software architect or software development role, this position is focused on technical strategy, enterprise advisory services, business process transformation, and identifying innovative technology solutions that improve mission outcomes. As the Senior Software Architect, you will serve as a trusted technical advisor responsible for helping government leadership identify, evaluate, and implement technologies that modernize business processes across the DLA enterprise.
NewTax Senior Associate, Asset Management KPMGTax Senior Associate, Asset ManagementMcLean, VAWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. 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.
NewManufacturing Associate JouléManufacturing AssociateRockville, MD$18–$25 / hourParticipate in hands-on production support in the manufacturing of material for clinical trials in a GMP environment by conducting buffer prep, media prep, and accounting for consumption of raw materials and components. Adhere to all SOPs and execute batch records under GMP regulations documenting all manufacturing activities clearly and accurately, including preparation records, testing records, equipment use records, and laboratory notebooks.
NewResearch Associate JouléResearch AssociateRockville, MD$28–$43 / hourStrong computer skills, including proficiency with basic data analysis programs (Microsoft Office, GraphPad Prism, Pristima, etc.) and programming and data analysis (R Studio, Linux, etc.). System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
NewSenior 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.
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.
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.
NewAssociate, Infrastructure Project Advisory (Construction/Engineering) KPMGAssociate, Infrastructure Project Advisory (Construction/Engineering)Washington, DCKnowledge in various phases of construction 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. 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, ServiceNow ITSM KPMGSenior Associate, ServiceNow ITSMWashington, DC$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewAssociate, 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.
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.
NewAssociate Clinical Director, Integrated Care Quality (NP/MD) - Remote Included HealthAssociate Clinical Director, Integrated Care Quality (NP/MD) - RemoteWashington DC, DCRemoteAt Included Health, the Associate Clinical Director, Integrated Care Quality (NP/MD) is responsible for the strategy, external representation, and program leadership needed to ensure our clinical services perform credibly in high-stakes client, consultant, and audit-facing settings. The Director will represent Included Health in consequential meetings with clients, consultants, health plans, and internal leaders; shape the vision for external-facing clinical quality work; build trusted relationships; and translate audit and quality findings into durable operational improvement strategies.
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.
NewReal Estate Associate Attorney (DC) Gables Search GroupReal Estate Associate Attorney (DC)Washington, DC$215,000–$250,000 / yearThe practice is known for advising on complex, high-value matters across a broad range of asset classes and regulatory frameworks, offering meaningful responsibility and strong opportunities for professional growth. This role offers an exceptional opportunity to join a long-standing , nationally-recognized real estate practice that handles high-volume , high-quality transactions across the country .
NewNational Security Senior Associate Attorney (DC) Gables Search GroupNational Security Senior Associate Attorney (DC)Washington, DCThis practice advises sophisticated global clients—including asset managers, sovereign wealth funds, multinational companies, and major financial institutions—on the full spectrum of U.S. national security regulatory regimes. Substantial experience providing compliance advice related to economic sanctions, export controls, and outbound investment restrictions , including matters involving OFAC, EAR/BIS, ITAR/DDTC, and OGT .
NewAssociate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamWashington, DCResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
NewLicensed Mental Health Therapist (No Associates) - Remote Rula HealthLicensed Mental Health Therapist (No Associates) - RemoteGermantown, 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. Best-fit client referrals: We’ll help you craft a provider profile that highlights your specialities and clinical approach, making it easier for the right clients to find you.
NewLicensed Clinical Professional Counselor (LCPC) (No Associates) - Remote Rula HealthLicensed Clinical Professional Counselor (LCPC) (No Associates) - RemoteGermantown, 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. Best-fit client referrals: We’ll help you craft a provider profile that highlights your specialities and clinical approach, making it easier for the right clients to find you.
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. Best-fit client referrals: We’ll help you craft a provider profile that highlights your specialities and clinical approach, making it easier for the right clients to find you.
NewAssociate Therapist, Mental Health - Virtual Rula HealthAssociate Therapist, Mental Health - VirtualWashington, DCMinimum Qualifications Must be licensed as a Licensed Marriage and Family Therapist (LMFT), Licensed Independent Clinical Social Worker (LICSW) or Licensed Mental Health Counselor (LMHC) Valid NPI Must be licensed in Washington Must be able to provide telehealth Work Remotely Yes WA, 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.
NewRegistered Veterinary Technician Livewell Animal Hospital of ShawRegistered Veterinary TechnicianWashington DC, DC$28–$35You will be practicing medicine in one of the most exciting and dynamic cities in the world, benefiting from excellent transit links, world-class cultural institutions, and a community deeply invested in the health of its pets. Livewell Animal Hospital of Shaw invites you to join a dedicated group focused on delivering exceptional medical outcomes while fostering a truly supportive workplace.
NewTravel RN - Labor & Delivery - $1,911 per week ARMStaffingTravel RN - Labor & Delivery - $1,911 per weekReston, VAWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. The Labor and Delivery Registered Nurse will provide essential care for women during labor and delivery, ensuring the safety and well-being of both mothers and newborns in a fast-paced clinical setting.
NewTravel Labor & Delivery Registered Nurse - $2,463 per week ARMStaffingTravel Labor & Delivery Registered Nurse - $2,463 per weekLa Plata, MDThis allows us to tailor our services to best suit the staffing needs of our clients, while placing our employees in positions that match their abilities and preferences. We accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff.
NewTravel Cath Lab RN - $2,317 per week ARMStaffingTravel Cath Lab RN - $2,317 per weekSilver Spring, MDWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
NewTravel Wound Care RN - $2,643 per week ARMStaffingTravel Wound Care RN - $2,643 per weekSilver Spring, MDWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
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.
Private 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).
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.
Brokerage Registered Client Service Associate - Maryland Truist Financial CorporationBrokerage Registered Client Service Associate - MarylandColumbia, MD$60,000–$75,000 / yearGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Client Service Associate - West Financial Services - Registered Investment Advisor (Mclean, VA) Atlantic Union BankClient Service Associate - West Financial Services - Registered Investment Advisor (Mclean, VA)Mclean, VAThe 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.
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 - Washington, DC Raymond James Financial IncRegistered Client Service Associate - Washington, DCWashington, DC$55,000–$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).
Registered Client Service Associate- Bethesda, MD Raymond James Financial IncRegistered Client Service Associate- Bethesda, MDBethesda, MD$55,000–$75,000 / years63 - 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.
Registered Client Service Associate-Washington DC Raymond James Financial IncRegistered Client Service Associate-Washington DCWashington, DC$55,000–$80,000 / yearS65 - 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.
Registered Client Service Associate (Washington D.C) Oppenheimer Holdings IncRegistered 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.
Brokerage Registered Client Service Associate - Maryland Truist Financial CorpBrokerage Registered Client Service Associate - MarylandColumbia, MD$60,000–$75,000 / yearGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.