Fredericksburg • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Fredericksburg • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Fredericksburg • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Fredericksburg • 50 milesRemote · Hybrid · Onsite · Field · All Environments
140 client services associate jobs at 60 companies in Fredericksburg, VA
3mo
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Work From Home - Client Services Associate
Fairfax, Virginia, United States
RemoteFull Time
Remote client services role requiring strong communication, independence, teamwork, and integrity.
1w
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Client Services Associate Project Manager
New York City or Kansas City or Kansas City or Chicago or Washington
$65k-$80k/yr RemoteFull Time
2+ YOEBachelor's or equivalent,2+ years project coordination/client services experience,strong organization,communication,deadline management;Excel proficiency preferred.
Microsoft Excel
1d
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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
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
2mo
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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
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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.
1mo
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Registered Client Service Associate
McLean, Virginia, United States
$70k-$115k/yr OnsiteFull Time
2+ YOEHigh school diploma required, college preferred. Active Series 7 and Series 66 (or Series 63 and 65). 2+ years industry experience preferred. Advanced Microsoft Office and client service skills required.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3w
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Wealth Management Client Associate
Reston, Virginia, United States
$25-$44/hr OnsiteFull Time
0+ YOEProviding client service support to financial advisors; strong communication, detail orientation, and computer skills; High School diploma required; FINRA credentials (SIE/Series) preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2d
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Wealth Management Client Associate
Vienna, Virginia, United States
$25-$44/hr OnsiteFull Time
High school diploma or equivalent required. Client service experience, investment product knowledge, strong communication, judgment, discretion, computer skills, and proficiency with Microsoft Office and Salesforce preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Rehire Client Support Associate
Clinton, Maryland, United States
OnsiteMultiple Commitments Available
0+ YOECustomer-service oriented; strong communication and interpersonal skills; basic computer proficiency and troubleshooting; prior customer service or sales preferred; PTIN certification indicated; training provided.
2w
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Office Services Associate
Washington, District of Columbia, United States
$20-$22/hr OnsiteFull Time
2+ YOE2+ years print/production or legal document services experience, proficiency with digital print systems, strong attention to detail, ability to lift up to 30 lbs, excellent client service and communication skills.
2w
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Part Time Client Associate - Tysons Corner VA
Tysons Corner, Virginia, United States
$18-$20/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience, proficiency with Microsoft applications and POS, strong communication, independent decision-making, availability for weekends/evenings/holidays.
Microsoft Applications, POS
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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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.
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
1mo
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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
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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.
1mo
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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
2mo
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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
2mo
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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
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