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315 client associate jobs at 173 companies in Leesburg, VA

3w
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Client Associate
Alexandria, Virginia, United States
HybridFull Time
Purple Strategies
Purple Strategies: Provides corporate reputation strategy and bipartisan strategic communication services.
1+ YOEBachelor's degree,1–3 years experience in agency or consultancy,excellent writing,media and digital skills,MS Office proficiency,and strong organization and client service abilities.
Microsoft Office
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2d
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Senior Registered Client Associate
Washington, District of Columbia, United States
$85k-$120k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
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2w
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Registered Client Associate
Hagerstown, Maryland, United States
$25-$38/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOEBrokerage/client support experience, FINRA Series 7 and 63 (or equivalents) required, background checks, client service, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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3mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons Corner, Virginia, United States
OnsitePart Time, Seasonal
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEPart-time, seasonal Client Associate with at least 1 year in client services; strong communication; ability to work weekends/evenings/holidays; proficient with POS and Microsoft Office.
POS systems, Microsoft Office
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3mo
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Client Service Associate
Bethesda, Maryland, United States
$60k-$80k/yr OnsiteFull Time
B. F. Saul Company: Develops, manages, and owns commercial real estate and hotels.
2+ YOE1-2 years client services experience; bachelor’s degree or equivalent work experience; strong communication and organizational skills.
Microsoft Office, CRM systems, Trust accounting software
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1mo
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Associate, Client Success
Rockville, Maryland, United States
$70k-$80k/yr HybridFull Time
Montage Marketing Group
Montage Marketing Group: Provides strategic marketing, communication, and event management services.
3+ YOE3+ years client-facing professional services experience; strong written and verbal communication; stakeholder and project coordination; ability to obtain Public Trust suitability; located within commutable distance to Rockville, MD.
Box, Wrike, Microsoft SharePoint, Unanet
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1mo
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Client Service Associate
Frederick, Maryland, United States
OnsiteFull Time
Waverly Advisors
Waverly Advisors: Provides wealth management and financial planning for private clients.
2+ YOE2+ years client service experience in financial services; Bachelor’s degree or 5 years' experience; experience with Raymond James/custodial platforms preferred; proficiency in Microsoft Office, SharePoint, and Salesforce; strong communication and organizational skills.
Microsoft Office, Microsoft SharePoint, Salesforce, Raymond James
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1d
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
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1w
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Senior Client Associate
Rockville, Maryland, United States
$44k-$86k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma and 1 year experience required; Bachelor’s preferred. Proficiency with Microsoft Office, basic math, and obtain Life & Health license within 90 days.
Microsoft Office, Document Management System (DMS)
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1mo
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Registered Client Service Associate
Washington, District of Columbia, United States
$33k-$85k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support for financial advisors; requires High School diploma, active Series 7 and Series 66 or Series 63+65 registrations, strong Microsoft Office skills, client service experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2w
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Registered Wealth Management Client Associate
Frederick, Maryland, United States
$27-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, client service and investment product knowledge, strong communication and technology skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1w
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Executive Client Service Associate
Fairfax, Virginia, United States
$73k-$102k/yr OnsiteFull Time
Edelman Financial Engines
Edelman Financial Engines: Provides personalized financial planning and investment advisory services.
3+ YOE3+ years financial services experience, strong client service, finance/markets knowledge, critical thinking, confidentiality, CRPC and/or Series 65 recommended; bachelor\u0002s degree preferred.
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1mo
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Registered Client Service Associate
Bethesda, Maryland, United States
$74k-$104k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2-5 years relevant experience; bachelor's degree or equivalent; Series 7/63 or 7/66 (or willing to acquire); strong organizational, communication, data analysis, and client-facing skills; knowledge of investments, banking, and credit products.
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2mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons, Virginia, United States
OnsiteMultiple Commitments Available
Callaway Golf
Callaway GolfNYSE: CALY: Designs and manufactures premium golf equipment and performance gear.
1+ YOEPart-time, seasonal client services role requiring 1+ year in client services; weekend/evening/holiday availability; POS and Microsoft proficiency; strong communication.
POS, Microsoft Office
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1mo
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Client Service Associate
Potomac, Maryland, United States
OnsiteFull Time
Choreo
Choreo: Provides comprehensive financial planning and investment advisory services.
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
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1mo
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Client Experience Associate
Springfield or United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEDelivers branch customer service and drives sales opportunities; typically <1 year related experience; strong communication, accuracy, digital awareness, problem solving, and basic banking product knowledge.
Workday
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2mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons, Virginia, United States
OnsitePart Time, Seasonal
Topgolf Callaway Brands
Topgolf Callaway Brands: Produces golf equipment, performance apparel, and ball tracking technology.
1+ YOE1 year in client services; ability to work non-traditional hours; strong communication; proficient with POS and Microsoft apps.
Microsoft Applications, POS systems
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3mo
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Client Service Associate, GC Wealth
Washington, District of Columbia, United States
OnsiteFull Time
General Catalyst
General Catalyst: Invests in and transforms early-stage and growth-stage technology businesses.
1+ YOEBachelor's in Finance/Economics/Business,1–3 years wealth or investment client service experience, custodial/account administration knowledge, strong attention to detail and communication.
CRM
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2mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons Corner, Virginia, United States
OnsitePart Time, Seasonal
Callaway Golf
Callaway GolfNew York Stock Exchange: CALY: Designs and sells golf equipment and active lifestyle apparel.
1+ YOEMinimum 1 year of client services experience; strong communication; proficient with POS and Microsoft applications; ability to work non-traditional hours including weekends and holidays.
Microsoft Applications, POS systems
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Client Service Associate - Greenbelt, MD
Greenbelt, Maryland, United States
$65k-$85k/yr OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
3+ YOEBachelor's degree in business/finance/economics, 3+ years client service experience, Series 65 (or obtain within 3–6 months), proficiency with Microsoft Office and CRM, strong communication and attention to detail.
Wealthbox, RightCapital, Holistiplan, Fidelity Custodial platform, Microsoft Office Suite
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