1,362 Results for

Client Service Associate Jobs in Leesburg, VA

Jobs

Herndon, VA

$55,000–$85,000 / year
Full time

This 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.

12 days ago

Alexandria, VA

$20–$22

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

12 days ago

Falls Church, VA

$125,000–$185,000 / year

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. Our work spans both transactional and litigation matters, giving our attorneys the opportunity to support clients through complex disputes, business decisions, regulatory issues, and long-term planning.

5 days ago

Leesburg, VA

$115,000–$150,000 / year

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. 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.

8 days ago

Springfield, Virginia

Full time

p>Pay Transparency: .

Preferred Qualifications: .

2 days ago

Falls Church, VA

Demonstrated 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.

10 days ago

Falls Church, VA

Bachelor’s degree required; preferred fields of study include Marketing, Accounting, Risk Management, Construction Management, Business Administration, Supply Chain Management, or related discipline. The Senior Associate, Subcontractor Relations is a key member of HITT’s Legal & Compliance team, responsible for supporting the onboarding, engagement, risk management, and strategic relationship development of HITT’s trade partners nationwide.

12 days ago

Falls Church, VA

p>As a critical member of our Facilities Team, the Building Systems Engineer, Senior Associate is responsible for the operation, maintenance, and repair of Net Zero building systems, including mechanical, electrical, plumbing, life safety, and building automation systems.

Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

3 days ago

Falls Church, VA
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. This entry to mid-level marketing coordinator/pursuits associate leads the development of responses to RFQ/RFPs, interview presentations, and award submissions.
10 days ago

New
Falls Church, VA
p style="text-align:left">Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
Execute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings.

5 days ago

New
Martinsburg, WV
strong>As a Registered Nurse (RN), you will:
Provide in-home direct patient care according to the provider's prescribed plan of care (and nursing scope of practice) while closely monitoring progress/recovery. To qualify for a Registered Nurse (RN) with us, you will need:
Education: Associate degree in Nursing (AND) or Associate of Applied Science in Nursing (AAS) required.
1 day ago

New
Urbana, MD
$25.32–$36.57 / hour
Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Banfield Pet Hospital is full-time and part-time hiring RVTs at the following hospital locations: Frederick Hospital: 5401 Urbana Pike, Frederick, MD 21704 Frederick North Hospital: 2450 Osprey Way, Frederick, MD 21701 The pay range for this role is $25.32 - $36.57 /hour.
Today

New
Clarksburg, MD
$25.32–$36.57 / hour
Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Upon approval from supervising veterinarian, perform veterinary technician appointments.
Today

New
Kensington, MD
$25.32–$36.57 / hour
Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Banfield Pet Hospital is hiring full-time and part-time RVTs at the following hospital locations: Olney Hospital: 18163 Village Center Dr, Olney, MD 20832 Rockville Hospital: 5154 Nicholson Lane, Kensington, MD 20895 Travilah Square Hospital: 10066 Darnestown Rd, Rockville, MD 20850 Bethesda Hospital: 6800 Wisconsin Ave, Bethesda, MD 20815 Gaithersburg Hospital: 218 Kentlands Blvd, Gaithersburg, MD 20878 The pay range for this role is $25.32 - $36.57 /hour.
Today

New
Manassas, VA
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. This essential role helps to provide high touch administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
1 day ago

Bethesda, MD
$33,280–$88,000 / year
MSOnline, 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.
30+ days ago

DC
$33,280–$85,000 / year
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
30+ days ago

Bethesda, MD
$74,390–$103,810 / year
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
30+ days ago

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

30+ days ago

DC
$60,000–$80,000 / year
The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
30+ days ago

New
Bethesda, MD
$55,000–$75,000 / year
p>s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
6 days ago

DC
$55,000–$65,000 / year
With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
14 days ago

McLean, VA
p>The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies.
Account Administration:
Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
30+ days ago

Bethesda, MD
$54,000–$71,000 / year
Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
22 days ago

Reston, VA
$70,000–$80,000 / year
We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
30+ days ago

New
Bethesda, Maryland
$54,000–$68,000 / year
p>Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and ever evolving team in our Bethesda location.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
4 days ago

Bethesda, MD
$60,000–$80,000 / year
p>Company Overview:
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. The ideal candidate is organized, completes administrative duties accurately and thrives in a fast-paced environment where multitasking and prioritizing competing demands are key to success.
30+ days ago

Reston, VA
Supports the Administrative Team with various office tasks including but not limited to answering phone calls, greeting clients, preparing mail and processing forms, checks and securities as needed. · Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to complete assigned tasks on time.
30+ days ago

New
Alexandria, VA
$38,000–$56,000 / year
p>We are a forward-thinking, experience-driven firm known for producing impactful, high-quality events and interactions—and we’re looking for a Client Service Associate to join our growing team.
As a Client Service Associate, you will be the primary point of contact for our clients and attendees, ensuring seamless communication, top-tier support, and flawless execution of every detail.
4 days ago

McLean, VA
We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker.
The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world.
30+ days ago

Silver Spring, MD
p>POSITION SUMMARY:
The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with all Federal, State, and local agency policies and procedures. • Makes initial intake (pre-certification), and assists in making return appointments, confirming the participant's current address, phone number, and updates in the electronic health record system, as necessary.
30+ days ago

Washington, DC
$64,900–$78,500 / year
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
25 days ago

Washington, DC
Remote
Full time
p style="line-height:1.38">DSPolitical pioneers the best integration of data and technology to persuade audiences and deliver wins for Democratic and progressive candidates, causes, and issues with the most efficient and effective digital advertising campaigns in politics and issue advocacy. Our award-winning team works hand-in-hand to develop and deploy leading-edge solutions, uniquely crafted to reach the audiences our clients need to be successful in both the public affairs, corporate communications, and political arenas.
30+ days ago

Frederick, Maryland
A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn.
Track and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.
16 days ago

Potomac, MD
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Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience.
22 days ago

Fairfax, Virginia
p style="text-align:inherit"/>
General 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.
Need Help?.
20 days ago

Alexandria, VA
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. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
24 days ago

Herndon, Virginia
Knowledge of firm policies, procedures and technology allows the CSA I to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or Recruitment@nwfcu.org.
30+ days ago

Silver Spring, Maryland
div>
*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?
8 days ago

New
Washington, DC
$45,000–$70,000 / year
The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
4 days ago

Fairfax, VA
p>General 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.
21 days ago

DC
$50,000–$60,000 / year
With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
The firm is seeking a 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.
14 days ago

Germantown, Maryland
div>
*All interviews will be conducted via Zoom video conferencing.
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take the first step towards a rewarding journey of making a difference in the lives of families and children through financial services.
Don’t miss out on this opportunity to join a team that’s committed to making a meaningful impact.
30+ days ago

Gaithersburg, MD
$116,600–$177,800 / year
p>POSITION SUMMARY:
The Associate Director, Bioanalytical Client Services serves as the liaison between the Strategic Sales team and the Bioanalytical Laboratory (BAL) to understand, facilitate and align customer expectations for Bioanalytical sample testing services with laboratory capabilities to ensure timely execution of both regulated (Good Laboratory Practice (GLP) or Good Clinical Laboratory Practice (GCLP)) and non-regulated customer projects.
Collaborate with Strategic Sales team to support pre-sales and post-sales activities including participation in pre-sales meetings, determination of appropriate turnaround time estimates based on project complexity and drafting of quotes and statements of work for custom combinations of MSD catalog assays.
11 days ago

Washington, DC
$100,000–$187,000 / year
The Compensation Range for this Role is between $100,000 to $187,000 p.a. 147355BRConnecticut, District of Columbia, Maryland, North CarolinaUSAInfosys Limited Associate Engagement ManagerITL USA Baltimore, MD, Charlotte, NC, Hartford, CT, Washington, DCAerospace, Industrial Automation, ManufacturingTechnology|Unit Level - Unit Level|Practice Sales Associate Engagement Manager - Manufacturing Sector100000187000. The AMCS works together with their manager (Manager-Client Services/Senior Manager-Client Services) to build an account plan and is responsible for client management based on the account plan.
30+ days ago

Rockville, MD
We provide our global teams with the resources needed to achieve individual career goals while helping to take science a step beyond by developing solutions for some of the world's toughest challenges, like protecting the environment, making sure our food is safe or helping find cures for cancer. Basic Minimum Qualifications:Successful candidates will have strong project management skills such as excellent interpersonal, written and verbal communication skills, and the ability to present information and answer questions for clients and management.
30+ days ago

Rockville, Maryland
p style="text-align:inherit"/>
For more information on our benefits, please visit: https://jobs.thermofisher.com/global/en/total-rewards.

21 days ago

New
Frederick, MD
$26.50–$45 / hour
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
5 days ago

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Client Service Associate Jobs in Leesburg, VA

Client Services Associate Birks Financial Corp.

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