76 client accounting services associate jobs at 26 companies in McLean, VA
2w
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Senior Registered Client Associate
Washington, District of Columbia, United States
$85k-$120k/yr OnsiteFull Time
5+ YOE5+ years in private wealth client associate role supporting UHNW clients; SIE, Series 7 and 66 required; bachelor’s degree preferred; strong attention to detail, discretion, organization, and client-service skills.
AI
1mo
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
2d
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Registered Client Associate
McLean, Virginia, United States
$31-$46/hr OnsiteFull Time
1+ YOERequires 1+ year brokerage or client services support experience and FINRA Series 7 and 63 or recognized equivalents. Requires intermediate Microsoft Office skills and ongoing regulatory licensing compliance.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
4d
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Registered Client Service Associate
Potomac, Maryland, United States
$35k-$90k/yr OnsiteFull Time
Active Series 7 and applicable Series 63, 65, or 66 registrations; high school diploma or equivalent; strong financial services knowledge, client service, writing, organization, computer, and collaboration skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
4w
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Private Client Services Tax Senior Associate
Columbia or Tysons Corner
$83k-$95k/yr HybridFull Time
3+ YOEBachelor's in accounting required, 3+ years tax experience, working toward or licensed CPA preferred; MS Tax a plus; strong technical tax, analytical, client service, and leadership skills.
1w
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Wealth Management Client Associate
Bethesda, Maryland, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking solutions, and ensure operational accuracy while protecting client interests.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
6d
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Senior Associate, Client Advisory
Potomac, Maryland, United States
$74k-$82k/yr HybridFull Time
1+ YOEBachelor's degree and 1–3+ years in financial management required. Requires analytical, quantitative, problem-solving, client service, communication, Microsoft Office, and Excel skills; investment knowledge preferred.
Microsoft Office, Microsoft Excel
4w
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Client Service Associate
Alexandria, Virginia, United States
$50k-$65k/yr OnsiteFull Time
2+ YOE2 years relevant financial services experience preferred; bachelor’s degree or equivalent preferred; strong finance knowledge, confidentiality, critical thinking, attention to detail, and multitasking skills.
2mo
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Client Service Associate
Potomac, Maryland, United States
OnsiteFull Time
3+ YOE3+ years in wealth management, tax, or financial services; 2-year degree in business/finance/accounting/tax or equivalent experience; strong communication, attention to detail, compliance record, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics CRM, Schwab Institutional, Black Diamond, eMoney Advisor
1mo
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Registered Client Service Associate
Fredericksburg, Virginia, United States
$67k-$87k/yr OnsiteFull Time
FINRA SIE, Series 7, and Series 63 required; college degree preferred; experience in financial services or banking preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization, communication, and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
3w
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Client Services/Operations Associate
Vienna, Virginia, United States
OnsiteFull Time
2+ YOE2+ years relevant experience preferred, strong interpersonal and confidential handling skills, organized with attention to detail, willingness to learn finance operations and ACATs processes.
ACATs
3w
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Registered Wealth Management Client Associate
Washington, District of Columbia, United States
$27-$45/hr OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, strong client service, investment product knowledge, Microsoft and Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4d
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Registered Client Service Associate
Potomac, Maryland, United States
$35k-$90k/yr OnsiteFull Time
2+ YOEActive Series 7 and applicable Series 66, or Series 63 and Series 65 licenses; high school diploma required, college degree preferred, and two or more years of industry experience preferred.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
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Brokerage Registered Client Service Associate - Baltimore, Maryland
Baltimore, Maryland, United States
$60k-$75k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; securities industry experience; FINRA SIE, Series 7 and Series 66 licenses; strong telephone, time-management, and Microsoft Office skills; experience with brokerage operations and client servicing.
SalesForce, Microsoft Office
1mo
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Private Client Associate - Hunt Valley, MD
Hunt Valley, Maryland, United States
$60k-$80k/yr OnsiteFull Time
High school diploma; customer service and office skills; Series 7/63 and 65 or 66 preferred or able to obtain within 12 months; proficiency in Microsoft Word, Excel, PowerPoint, Outlook; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3w
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Audit Senior Associate - Commercial Services
Washington or Boston
$71k-$140k/yr HybridFull Time
2+ YOE2+ years public accounting external audit experience, bachelor's degree (150 credit hours for CPA), CPA strongly preferred or pursuing, engagement management and staff supervision, ability to travel to client sites.
2w
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Relationship and Operations Associate
Cockeysville, Maryland, United States
$55k-$68k/yr OnsiteFull Time
1+ YOEProvide client and advisor support, process account administration, maintain client records, support financial planning, and assist with process improvements; bachelor\u0002s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
4d
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Tax Associate
Temple Hills, Maryland, United States
$17-$21/hr OnsiteFull Time, Seasonal
Requires high school diploma or equivalent, H&R Block tax course completion, client service experience, communication and problem-solving skills, and comfort with digital tools including AI tools.
Microsoft Copilot, ChatGPT
1d
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
3d
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(Associate) Investment Officer, Financial Services Solutions & Impact
Washington, District of Columbia, United States
OnsiteFull Time, Contract
4+ YOEMBA or master's degree in finance, 4–7 years of investment or banking experience, strong financial and credit skills, transaction structuring experience, client relationship expertise, leadership skills, English fluency, and extensive travel willingness.
SCDs, CPSDs
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