Client Services Associate Birks Financial Corp.Client Services AssociateHerndon, VA$55,000ā$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$20ā$22Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking āApply Todayā 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$23ā$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.
Litigation Associate JobotLitigation AssociateLeesburg, VA$115,000ā$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, growthāoriented law firm where youāll gain real courtroom experience, meaningful client interaction, and the support of a collegial, highāperforming team.
Litigation Associate Attorney JobotLitigation Associate AttorneyWashington, DC$180,000ā$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.
NewBankruptcy and Restructuring Associate (2-5 Yrs Exp) JobotBankruptcy and Restructuring Associate (2-5 Yrs Exp)Falls Church, VA$125,000ā$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.
International Trade Compliance Associate Attorney JobotInternational Trade Compliance Associate AttorneyWashington, DC$200,000ā$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.
Labor & Employment Associate (2-5 Yrs Exp) JobotLabor & Employment Associate (2-5 Yrs Exp)Washington, DC$175,000ā$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.
Private Credit Associate Attorney (2-6 Yrs Exp) JobotPrivate Credit Associate Attorney (2-6 Yrs Exp)Washington, DC$225,000ā$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$210,000ā$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$195,000ā$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 .
NewREMOTE Accounting Associate (QuickBooks) JobotREMOTE Accounting Associate (QuickBooks)Columbia, MDRemote$70,000ā$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.
Customer Service Retail Associate System OneCustomer Service Retail AssociateBethesda, MD$18ā$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 AssociateBaltimore, Maryland$18.35ā$21.57 / 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: .
Research Associate JoulĆ©Research AssociateRockville, MD$28ā$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 JoulĆ©, 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.
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.
Senior Associate, Subcontractor Relationships HITT ContractingSenior Associate, Subcontractor RelationshipsFalls Church, VABachelorās 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 HITTās Legal & Compliance team, responsible for supporting the onboarding, engagement, risk management, and strategic relationship development of HITTās trade partners nationwide.
NewSenior Associate, Building Systems Engineer HITT ContractingSenior Associate, Building Systems EngineerFalls Church, VAp>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.
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.
Data, Privacy and Cybersecurity Associate Page Group USAData, Privacy and Cybersecurity AssociateWashington, DC$235,000ā$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.
Software Developer Associate General Dynamics Information TechnologySoftware Developer AssociateAnnapolis Junction, MD$66,602ā$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.
NewAssociate Veterinarian - Leesburg, VA Lansdowne Animal HospitalAssociate Veterinarian - Leesburg, VALeesburg, VALocated in the heart of Loudoun County and just outside Washington, D.C., our hospital combines high-quality medicine, advanced technology, and a supportive team culture with a schedule designed to promote genuine work-life balance. Located just 40 miles from Washington, D.C. and minutes from Dulles International Airport, the area provides easy access to major metropolitan amenities while maintaining a relaxed and welcoming community atmosphere.
NewAssociate Attorney - Trusts and Estates Practice Group GORDON FEINBLATT LLCAssociate Attorney - Trusts and Estates Practice GroupBaltimore, MD$135,000ā$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.
NewLicensed Clinical Psychologist (No Associates) - Remote Rula HealthLicensed Clinical Psychologist (No Associates) - RemoteMaryland, MDRemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. Best-fit client referrals: Weāll help you craft a provider profile that highlights your specialities and clinical approach, making it easier for the right clients to find you.
NewLicensed Clinical Social Worker - Clinical (LCSW-C) (No Associates) - Remote Rula HealthLicensed Clinical Social Worker - Clinical (LCSW-C) (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. Best-fit client referrals: Weāll help you craft a provider profile that highlights your specialities and clinical approach, making it easier for the right clients to find you.
NewLicensed Clinical Marriage and Family Therapist (LCMFT) (No Associates) - Remote Rula HealthLicensed Clinical Marriage and Family Therapist (LCMFT) (No Associates) - RemoteMaryland, 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) - RemoteMaryland, 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 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.
NewLicensed Clinical Professional Counselor (LCPC) (No Associates) - Remote Rula HealthLicensed Clinical Professional Counselor (LCPC) (No Associates) - RemoteMaryland, 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).
Front Desk Associate - Part-Time Company ConfidentialFront Desk Associate - Part-TimeBaltimore, MDFull timeYou will be the initial point of contact, focusing on general front desk duties within a property management setting, such as handling phones, emails, scheduling appointments, assisting with administrative tasks, provdeĀ support to the property management team, handling resident applications, managing maintenance tickets, maintaining security andĀ assist with various community projects. This role is non-exempt and has an anticipated annual pay rate of $15 an hour for a new employee depending on a number of relevant factors including individualsā experience, qualifications, knowledge, skills, abilities, client/property or company budgetary limitations/guidelines, and other job-related company and market considerations.
NewRegistered Client Service Associate Raymond James Financial ServicesRegistered Client Service AssociateManassas, VAAt 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.
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateDC$33,280ā$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$33,280ā$88,000 / yearMSOnline, eSign, eAuthorization) ā¢ 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 ā¢ Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) ā¢ Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team ā¢ Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) ā¢ Assist FAs / PWAs/ teams in delivering against their business plan and client service model ā¢ Remaining current on all policies, procedures, and new platforms ā¢ Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. DUTIES AND RESPONSIBILITIES: ā¢ Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships ā¢ Executing money movement transactions at the request of the client and/or FA/PWA/team ā¢ Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) ā¢ 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 ā¢ 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$55,000ā$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 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 Citigroup IncRegistered Client Service AssociateBethesda, MD$74,390ā$103,810 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Registered Client Service Associate - Washington, D.C. Raymond James Financial IncRegistered Client Service Associate - Washington, D.C.DC$60,000ā$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$55,000ā$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$55,000ā$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$55,000ā$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Brokerage Registered Client Service Associate - Baltimore, MD Truist Financial CorpBrokerage Registered Client Service Associate - Baltimore, MDBaltimore, MD$60,000ā$75,000 / yearGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union 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 Cooperidge Consulting FirmClient Service AssociateTowson, MD$60,000ā$80,000Working within a warm, collaborative, and close-knit team, the Associate ensures that brokerage accounts, 529 plans, and annuities are established and funded with 100% accuracy. Account Management: Open new brokerage accounts, 529 plans, and annuities; set up online portal access and confirm delivery of all regulatory notices.
Client Service Associate PNC BankClient Service AssociateBaltimore, Marylandp style="text-align:inherit"/>Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateTowson, MD$50,000ā$65,000 / 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 Service Associate Saul Centers IncClient Service AssociateBethesda, MD$60,000ā$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 The PNC Financial Services Group IncClient Service AssociateBaltimore, MD$57,750ā$96,250 / yearp>The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience.