218 client service associate jobs at 102 companies in Washington, DC
1mo
Save
Mark Applied
Hide
Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Bachelor's preferred in Finance/Economics, relevant financial services experience, strong Microsoft Office and CRM skills, client service orientation, organizational ability, and willingness to build custodial platform proficiency.
Microsoft Office Suite, CRM, custodian websites
2mo
Save
Mark Applied
Hide
Client Service Associate
Frederick, Maryland, United States
OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Registered Client Service Associate
Washington, District of Columbia, United States
$33k-$85k/yr OnsiteFull Time
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
3w
Save
Mark Applied
Hide
Executive Client Service Associate
Fairfax, Virginia, United States
$73k-$102k/yr OnsiteFull Time
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.
1w
Save
Mark Applied
Hide
Registered Client Service Associate
Bethesda, Maryland, United States
$35k-$90k/yr OnsiteFull Time
2+ YOEActive Series 7 and Series 66, or Series 63 and Series 65; high school diploma/equivalency; two or more years of industry experience preferred; strong client service, computer, organizational, and communication skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
3d
Save
Mark Applied
Hide
Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Client Service Associate - Greenbelt, MD
Greenbelt, Maryland, United States
$65k-$85k/yr OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
Client Service Associate - Surety
Hanover, Maryland, United States
$44k-$67k/yr HybridFull Time
1+ YOEHigh school diploma/GED,1+ years relevant experience,proficiency with Microsoft Office,ability to build relationships,adaptability,collaboration skills.
Microsoft Office
1mo
Save
Mark Applied
Hide
Client Service Coordinator - 005247
Vienna, Virginia, United States
$18-$23/hr OnsiteFull Time
Provide exceptional client service, manage client/pet flow, perform administrative and financial tasks, promote wellness plans, and communicate clearly with clients and associates.
1d
Save
Mark Applied
Hide
Client Associate
McLean, Virginia, United States
$28-$40/hr OnsiteFull Time
1+ YOE1+ year of brokerage or client services support experience required. Financial services, administrative support, customer interaction, Microsoft Office, prioritization, and deadline-management skills preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
Registered Client Service Associate-Washington DC
Washington, District of Columbia, United States
$55k-$80k/yr OnsiteFull Time
1+ YOEHigh school diploma, securities licensing (SIE, Series 7; Series 63/65/66 as required), ~1 year securities or related experience preferred, CRM and Microsoft Excel proficiency, strong communication and client service skills.
Client Relationship Management (CRM), Microsoft Excel
1mo
Save
Mark Applied
Hide
Client Service Associate (Washington D.C)
Washington, District of Columbia, United States
$50k-$60k/yr OnsiteFull Time
1+ YOE1+ years financial services experience preferred; willing to obtain FINRA registrations (SIE, Series 7, 63/65 or 66); bachelor’s preferred; strong MS Office skills; confidentiality and organizational skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1d
Save
Mark Applied
Hide
Client Service Associate, Wealth Management - Potential for Hybrid Work
Rockville, Maryland, United States
HybridFull Time
2+ YOECollege degree, 2-5 years of relevant client service experience, financial services or retirement plan experience, CRM and project management tool experience, and proficiency with Microsoft Office products.
Microsoft Office, CRM, LPL Financial
2mo
Save
Mark Applied
Hide
Client Service Specialist
McLean, Virginia, United States
OnsiteFull Time
3+ YOEAssociate’s Degree; 3+ years in an RIA or financial services; intermediate finance and custodian knowledge; professional discretion.
Microsoft Office, Financial planning software
2mo
Save
Mark Applied
Hide
Brokerage Client Service Associate - Fairfax, VA
Fairfax, Virginia, United States
OnsiteFull Time
Bachelor's degree or equivalent experience; securities industry or sales assistant experience; FINRA SIE, Series 7 and Series 66 (or willing to obtain within 365 days); Microsoft Office and SalesForce proficiency; strong phone, communication and time-management skills.
Microsoft Office, SalesForce
1w
Save
Mark Applied
Hide
Wealth Management Client Associate
Bethesda, Maryland, United States
$25-$44/hr OnsiteFull Time
2+ YOE2 years client service experience, high school diploma/GED, strong client-centric mindset, detail orientation, adaptability, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
Save
Mark Applied
Hide
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
Explore Jobs
Expand Your Job Search
Top Cities Near Washington for Client Service Associate
- Client Service Associate jobs in Baltimore, MD
- Client Service Associate jobs in Arlington, VA
- Client Service Associate jobs in Alexandria, VA
- Client Service Associate jobs in Frederick, MD
- Client Service Associate jobs in Gaithersburg, MD
- Client Service Associate jobs in Rockville, MD
- Client Service Associate jobs in Bowie, MD
- Client Service Associate jobs in Leesburg, VA
- Client Service Associate jobs in Manassas, VA
- Client Service Associate jobs in Annapolis, MD
- Client Service Associate jobs in College Park, MD
- Client Service Associate jobs in Fredericksburg, VA
- Client Service Associate jobs in Laurel, MD
- Client Service Associate jobs in Herndon, VA
- Client Service Associate jobs in Greenbelt, MD
- Client Service Associate jobs in Fairfax, VA
- Client Service Associate jobs in Westminster, MD
- Client Service Associate jobs in Hyattsville, MD
- Client Service Associate jobs in Takoma Park, MD
- Client Service Associate jobs in Vienna, VA