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.
Retail Customer Service Associate FedExRetail Customer Service AssociateWashington, District of Columbia$20.75–$24.37 / 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.
NewRetail Fragrances Sales Associate, White Marsh - Full Time Macy’sRetail Fragrances Sales Associate, White Marsh - Full TimeNottingham, MD$15–$19.51 / hourWhether you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people’s lives. Drive sales and loyalty by using clientele tools to build lasting relationships, promote new launches and events, and collaborate across the Beauty team to ensure customers discover the full range of products and services.
Full-time Baker/Sales Associate The Red Bandana BakeryFull-time Baker/Sales AssociateBethesda, MD$18–$22 / hourReliability, 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.
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.
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.
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.
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.
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.
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.
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, 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.
NewSenior Associate, AI Engineer KPMGSenior Associate, AI EngineerWashington, 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. Document processes, code, and technical workflows to support knowledge sharing and project continuity; collaborate with project teams to troubleshoot technical issues and ensure solutions meet client requirements.
Associate Attorney - Trusts and Estates Practice Group GORDON FEINBLATT LLCAssociate Attorney - Trusts and Estates Practice GroupBaltimore, MD$135,000–$150,000 / yearEstate planning responsibilities will include preparation of sophisticated estate planning documents and ancillary transactional documents and accompanying written correspondence with clients discussing these materials, running various economic projections, and interfacing with clients and outside advisors to implement plans. Estate administration responsibilities will include handling all aspects of the probate process, preparing federal and state estate tax returns, running various tax projections, coordinating the preparation of income tax returns (individual and fiduciary) and all other administration matters.
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, 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, 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, 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, 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.
NewDocument Review Senior Associate, Forensic Technology KPMGDocument Review Senior 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, 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 - 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, 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.
NewAssociate Learning and Development Specialist System OneAssociate Learning and Development SpecialistBaltimore, MD$39.11 / hourWe're looking for a Training Specialist to deliver engaging instructor-led and virtual training that helps employees build new skills and succeed in their roles. System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
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.
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.
Software Developer Associate General Dynamics Information TechnologySoftware Developer AssociateAnnapolis Junction, MD$66,602–$80,500 / yearA global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. We operate across 30 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development.
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.
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 .
Litigation Associate Attorney JobotLitigation Associate AttorneyWashington, DC$180,000–$280,000 / 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 partners and senior attorneys on a broad range of complex litigation matters, including commercial disputes, business torts, contract claims, regulatory matters, and other high-stakes litigation.
Associate 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.
OUTSIDE SALES ASSOCIATE Carter Machinery Company, IncOUTSIDE SALES ASSOCIATERosedale, MD$68,000–$78,000 / yearThe Outside Sales Associate is responsible for generating new business, maintaining relationships with existing clients, creating relationships with new customers, and promoting a wide range of rental equipment and solutions to the construction and industrial sectors. In addition to base pay, the compensation package may include participation in performance-based incentive programs (e.g., discretionary or non-discretionary plans), as well as overtime eligibility depending on the role.
NewNational Security Associate Attorney (DC) Gables Search GroupNational Security Associate Attorney (DC)Washington, DC$235,000–$420,000 / yearAdditional Perks : Include family-building benefits (adoption and fertility treatments), employer-matching gift programs for donations to law schools and charitable organizations, global wellness programs, an employee assistance program, and health care advocates, among others. This is a compelling opportunity to work alongside a multidisciplinary team advising on complex and rapidly evolving regulatory, compliance, investigatory, and enforcement matters at the intersection of national security, international trade, and government oversight.
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 .
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.
Litigation Associate JobotLitigation AssociateBaltimore, MD$160,000–$180,000 / 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. Attorneys at this company work closely with clients to understand their objectives and deliver strategic solutions in both high-stakes disputes and day-to-day business conflicts.
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.
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.
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.
NewLicensed Clinical Marriage and Family Therapist (LCMFT) (No Associates) - Remote Rula HealthLicensed Clinical Marriage and Family Therapist (LCMFT) (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. 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 Professional Counselor (LCPC) (No Associates) - Remote Rula HealthLicensed Clinical Professional Counselor (LCPC) (No Associates) - RemoteBaltimore, 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) - 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. 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 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 - VirtualBaltimore, 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.
NewHealth associate counselor Rula HealthHealth associate counselorBaltimore, MDMinimum QualificationsMust 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 MarylandMust be able to provide telehealthWork RemotelyYesMD, 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.
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.
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. 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 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.