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.
Financial Services Associate Kforce Inc.Financial Services AssociateAlexandria, VA$20–$22Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Client Success Coordinator - $23-25/hr - Arlington, VA Beacon Hill Staffing Group, LLCClient Success Coordinator - $23-25/hr - Arlington, VAWashington, D.C., District of Columbia$23–$25 / hourFull timeLearn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
NewLitigation Associate JobotLitigation AssociateLeesburg, VA$115,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Build your litigation career at a respected, growth‑oriented law firm where you’ll gain real courtroom experience, meaningful client interaction, and the support of a collegial, high‑performing team.
NewBankruptcy and Restructuring Associate (2-5 Yrs Exp) JobotBankruptcy and Restructuring Associate (2-5 Yrs Exp)Falls Church, VA$125,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our work spans both transactional and litigation matters, giving our attorneys the opportunity to support clients through complex disputes, business decisions, regulatory issues, and long-term planning.
NewLitigation 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.
NewInternational Trade Compliance Associate Attorney JobotInternational Trade Compliance Associate AttorneyWashington, DC$200,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our work spans a broad range of sophisticated legal matters, including complex disputes, strategic transactions, and ongoing business counseling for organizations, institutions, and individuals.
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.
NewPrivate Credit Associate Attorney (2-6 Yrs Exp) JobotPrivate Credit Associate Attorney (2-6 Yrs Exp)Washington, DC$225,000–$450,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers the opportunity to work on a wide range of complex financing matters, representing lenders and other market participants in sophisticated deal work.
NewAppellate & Strategic Motions Associate (1 - 2 Yrs Exp) JobotAppellate & Strategic Motions Associate (1 - 2 Yrs Exp)Washington, DC$210,000–$260,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers early exposure to complex legal issues, with a mix of brief writing, dispositive motions, and involvement in sensitive investigative matters.
NewTransportation 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 .
Customer Service Retail Associate System OneCustomer Service Retail AssociateBethesda, MD$18–$19.50 / hourli>Assist to achieve budgeted financial performance through effective salesmanship, using good judgment to solve problems, and ensuring loss prevention protocols are executed at all times. Must possess mobility to work in a retail setting, and the stamina to maintain attention to detail despite interruptions, strength to lift and carry boxes of books weighing up to 50 pounds.
Retail Customer Service Associate FedExRetail Customer Service AssociateSilver Spring, Maryland$19.70–$23.17 / hourFull timeActual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential. Preferred Qualifications: .
Full-time Baker/Sales Associate The Red Bandana BakeryFull-time Baker/Sales AssociateBethesda, MD$18–$22 / hourp>Reliability, a great customer service manner, great communication, and a good attitude are the most important hiring criteria, and the ideal candidate would have professional food service experience and knowledge of gluten-free and/or vegan diets. Must be able to lift 50 pounds, be on your feet continuously for 9 hours, and move quickly.
Research Associate JouléResearch AssociateRockville, MD$28–$43 / hourli>Strong 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.
Senior Associate, Pursuits HITT ContractingSenior Associate, PursuitsFalls Church, VADemonstrated experience leading federal proposal development from capture through final submission, including strategy development, annotated outlines, color team review management, and oversight of complex proposal production, is a plus. Collaborate with project teams to develop interview presentation strategy; lead the development of interview materials including presentations, interview books, and handouts; direct presentation rehearsals and ensure the presentation team is well-prepared.
NewQuality Control Senior Associate HITT ContractingQuality Control Senior AssociateFalls Church, VAli>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 for mid-sized to more complex projects. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
Senior Associate, Subcontractor Relationships HITT ContractingSenior Associate, Subcontractor RelationshipsFalls Church, VABachelor’s degree required; preferred fields of study include Marketing, Accounting, Risk Management, Construction Management, Business Administration, Supply Chain Management, or related discipline. The Senior Associate, Subcontractor Relations is a key member of HITT’s Legal & Compliance team, responsible for supporting the onboarding, engagement, risk management, and strategic relationship development of HITT’s trade partners nationwide.
Associate, Pursuits HITT ContractingAssociate, PursuitsFalls Church, VACollaborate with project teams to develop interview presentation strategy; lead the development of interview materials including presentations, interview books, and handouts; direct presentation rehearsals and ensure the presentation team is well-prepared. This entry to mid-level marketing coordinator/pursuits associate leads the development of responses to RFQ/RFPs, interview presentations, and award submissions.
NewQuality Control Associate HITT ContractingQuality Control AssociateFalls Church, VAp style="text-align:left">Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. Execute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings.
NewSenior Associate, Building Systems Engineer HITT ContractingSenior Associate, Building Systems EngineerFalls Church, VAFull timep>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.
Data, Privacy and Cybersecurity Associate Page Group USAData, Privacy and Cybersecurity AssociateWashington, DC$235,000–$310,000 / yearFull timeThe firm advises major multinational organisations on complex legal challenges, combining deep sector expertise with a collaborative and international platform, providing lawyers with strong client exposure and the opportunity to develop within high-growth practice areas. This mid-level associate role focuses on advising clients on cybersecurity incidents, privacy compliance, and technology regulatory matters.
NewLicensed Clinical Psychologist (No Associates) - Remote Rula HealthLicensed Clinical Psychologist (No Associates) - RemoteWashington DC, DCRemoteBy 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 Mental Health Counselor (LMHC) (No Associates) - Remote Rula HealthLicensed Mental Health Counselor (LMHC) (No Associates) - RemoteWashington DC, DCRemoteMinimum 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.
NewLicensed Marriage and Family Therapist (LMFT) (No Associates) - Remote Rula HealthLicensed Marriage and Family Therapist (LMFT) (No Associates) - RemoteWashington DC, DCRemoteBy 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 Mental Health Therapist (No Associates) - Remote Rula HealthLicensed Mental Health Therapist (No Associates) - RemoteWashington DC, DCRemoteBy 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 Independent Clinical Social Worker (LICSW) (No Associates) - Remote Rula HealthLicensed Independent Clinical Social Worker (LICSW) (No Associates) - RemoteWashington DC, DCRemoteMinimum 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 Banfield Pet HospitalsRegistered Veterinary TechnicianMontgomery Village, MD$25.32–$36.57 / hourBuild 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.
NewRegistered VT Banfield Pet HospitalsRegistered VTKensington, MD$25.32–$36.57 / hourBuild 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.
NewRegistered Vet Tech Banfield Pet HospitalsRegistered Vet TechSilver Spring, MD$25.32–$36.57 / hourBuild 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. Greenbelt Hospital: 7475 Greenbelt Rd, Greenbelt, MD 20770 Calverton Hospital: 12020 Cherry Hill Rd, Silver Spring, MD 20904 Laurel Hospital: 13600 Baltimore Ave, Ste 160, Laurel, MD 20707 Bowi Hospital: 4500 Mitchellville Rd, Bowie, MD 2071 Glenarden Woodmore Hospital: 2019 St Joseph's Dr, Ste 109, Bowie, MD 20721 The pay range for this role is $25.32 - $36.57 /hour.
NewRegistered Veterinary Tech Banfield Pet HospitalsRegistered Veterinary TechKensington, MD$25.32–$36.57 / hourBuild 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.
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateDC$33,280–$85,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Registered Client Service Associate 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.
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.
Registered Client Service Associate Citigroup IncRegistered Client Service AssociateBethesda, MD$74,390–$103,810 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Registered Client Service Associate 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, D.C. Raymond James Financial IncRegistered Client Service Associate - Washington, D.C.DC$60,000–$80,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
NewRegistered Client Service Associate-Washington DC Raymond James Financial IncRegistered Client Service Associate-Washington DCWashington, DC$55,000–$80,000 / yearp>S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
NewRegistered Client Service Associate- Bethesda, MD Raymond James Financial IncRegistered Client Service Associate- Bethesda, MDBethesda, MD$55,000–$75,000 / yearp>s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Registered Client Service Associate (Washington D.C) Oppenheimer Holdings IncRegistered Client Service Associate (Washington D.C)DC$55,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAp>The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateBethesda, MD$54,000–$71,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Services Associate RHClient Services AssociateMcLean, VAWe 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.
Senior Associate, Client Service NFP CorpSenior Associate, Client ServiceReston, VA$70,000–$80,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
WIC - Client Service Associate CCI Health & Wellness ServicesWIC - Client Service AssociateSilver Spring, MDp>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.
Client Service Associate Saul Centers IncClient Service AssociateBethesda, MD$60,000–$80,000 / yearp>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.
Client Service Associate (Washington D.C) Oppenheimer & Co. Inc.Client Service Associate (Washington D.C)Washington, DC$50,000–$60,000 / 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 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.
NewClient Service Associate - Entry Level THE GEM Inc.Client Service Associate - Entry LevelAlexandria, VA$38,000–$56,000 / yearp>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.
Client Service Associate AmeripriseClient Service AssociateBethesda, Maryland$54,000–$68,000 / yearp>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.Client Service Associate Global Advisor GroupClient Service AssociateReston, VASupports 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.12345678910Similar Job SearchesClient Associate JobsClient Manager JobsClient Services Manager Jobs
Client Service Associate Global Advisor GroupClient Service AssociateReston, VASupports 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.