Client Associate Jobs in Washington, DC | Glassdoor

Client Associate Jobs in Washington, DC

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  • 2.7
    ProShares – Bethesda, MD
    Est. Salary $59k-$84k
    30+ days ago 30d+
    Position Summary: The Client Services Associate is responsible for servicing ProFunds Financial Professionals and ProShares… Directed Investors. Serve as Product Expert for clients. Take and process client trade orders quickly and accurately. Research…
  • 2.9
    TransPerfect – Washington, DC
    Est. Salary $39k-$56k
    15 days ago 15d
    position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing… and liaison between external client contact and internal production staff Set and fulfill client expectations Comply with internal…
  • Seneca Resources – Reston, VA
    Est. Salary $37k-$54k
    12 days ago 12d
    contact for all of our clients financial issues. Presently, we are seeking a Client Services Associate to join our team located… skills and are interested in learning more about the Client Services Associate position, please respond with a copy of your resume…
  • 2.8
    Conduent – Washington, DC
    9 days ago 9d
    Includes Tier 1 Client Associate Mail duties plus: • Operation of high level mail equipment: mail inserters, sorters and finishing… Coordinate automated and manual processes for finishing and mailing client materials • Implement and maintain distribution and tracking…
  • 3.4
    Bank of America – Vienna, VA
    21 days ago 21d
    banking convenience of Bank of America. Description The Client Associate (CA) role is a sales support position, typically providing… for this position. NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered…
  • 3.6
    Ameriprise – Bethesda, MD
    Est. Salary $46k-$68k
    7 days ago 7d
    Posting Title Registered Client Service Associate - Bethesda, MD Job ID 7863BR Recruiting Location Bethesda, MD Full-Time… utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data,…
  • 3.7
    RBC – Chevy Chase, MD
    Est. Salary $36k-$56k
    1 days ago 15hr
    . What is the opportunity? As a Client Associate/Registered Client Associate with RBC Wealth Management you will be responsible… assisting clients, researching problems, processing account forms, maintaining account records, and preparing client correspondence…
  • 2.6
    Xerox – Washington, DC
    8 days ago 8d
    Includes Tier 1 Client Associate Mail duties plus: • Operation of high level mail equipment: mail inserters, sorters and finishing… Coordinate automated and manual processes for finishing and mailing client materials • Implement and maintain distribution and tracking…
  • 3.4
    Bank of America – Washington, DC
    14 days ago 14d
    Job Description: Description The Client Associate (CA) role is a sales support position, typically providing dedicated… for this position. NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered…
  • 3.5
    CEB – Arlington, VA
    1 days ago 1d
    member with the most appropriate group or individual. The Associate will also help develop and maintain efficient process and…
  • Washington, DC
    Today 10hr
    beneficiaries. Right now, we are seeking a Senior Client Support Associate, based at Western Union Business Solution’s headquarters… with clients' systems and helps clients manage their currency exposure. The company currently services over 40,000 clients around…
  • 3.5
    UBS – Washington, DC
    Est. Salary $38k-$59k
    4 days ago 4d
    ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with… with the preparation of reports and other materials for client meetings – collect the right documentation for opening new accounts…
  • 3.2
    Delivery Operations – Washington, DC
    9 days ago 9d
    Includes Tier 1 Client Associate Mail duties plus: • Operation of high level mail equipment: mail inserters, sorters and finishing… Coordinate automated and manual processes for finishing and mailing client materials • Implement and maintain distribution and tracking…
  • 3.7
    Morgan Stanley – Bethesda, MD
    Est. Salary $36k-$53k
    5 days ago 5d
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint. · Superior interpersonal, organizational and client service skills. Experience · Industry experience is a plus…
  • 3.1
    DealerOn – Rockville, MD
    3 days ago 3d
    What a Client Support Associate is: There is no average day at DealerOn! The primary responsibility of the Client Support… Support Associate is to provide superior customer service to our auto dealer clientele. The Client Support Associate is on the front…
  • 3.4
    Citibank – Bethesda, MD
    Est. Salary $32k-$43k
    9 days ago 9d
    reviewing client accounts. Answer phones, take messages, and respond to client requests, when appropriate. Take client's orders… the industry in client-centric investments. Summary: This position will assist Financial Advisors and clients with maximum administrative…
  • 3.3
    Randstad US – Bethesda, MD
    7 days ago 7d
    between the management organization and the new or existing client, managing day-to-day affairs and ensuring customer satisfaction…
  • 3.6
    WealthEngine, Inc. – Bethesda, MD
    Est. Salary $40k-$58k
    8 days ago 8d
    WealthEngine is seeking a Client Service Associate in our Bethesda, MD or Charleston, SC office to make an immediate contribution… documentation regarding application use, client experience or other items as necessary Set our new clients up for success by guiding them…
  • 3.5
    UBS – Washington, DC
    Est. Salary $39k-$57k
    9 days ago 9d
    ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with… with the preparation of reports and other materials for client meetings – collect the right documentation for opening new accounts…
  • 4.3
    Dataminr – Washington, DC
    19 days ago 19d
    our public sector clients to help tackle their most difficult data challenges. On a daily basis, our Client Engagement team (1… interfaces directly with Dataminrs Public Sector clients; (2) works closely with these clients to identify their most difficult challenges…
  • 3.3
    Edelman Financial Services – Silver Spring, MD
    Est. Salary $58k-$89k
    1 days ago 12hr
    offices. The Regional Client Service Supervisor will act as a resource for Client Service Associates (CSAs) and Financial Planners… recommendations Supervise Client Service Associates in the following areas: Supporting Planner with new clients and related paperwork…
  • 3.4
    Bank of America – Bethesda, MD
    23 days ago 23d
    description Job Description: Description The Client Associate (CA) role is a sales support position, typically providing… for this position. NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered…
  • 3.5
    Citi – Bethesda, MD
    Est. Salary $33k-$44k
    9 days ago 9d
    reviewing client accounts. Answer phones, take messages, and respond to client requests, when appropriate. Take client's orders… the industry in client-centric investments. Summary: This position will assist Financial Advisors and clients with maximum administrative…
  • 3.5
    UBS – Washington, DC
    12 days ago 12d
    ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with… with the preparation of reports and other materials for client meetings – collect the right documentation for opening new accounts…
  • 2.7
    ProShares – Bethesda, MD
    Est. Salary $45k-$61k
    13 days ago 13d
    Client Services Associate Level 1 Position Summary: The Client Services Associate is responsible for servicing ProFunds Financial… Directed Investors. Serve as Product Expert for clients. Take and process client trade orders quickly and accurately. Research…
  • 3.0
    ProFunds – Bethesda, MD
    Est. Salary $32k-$43k
    12 days ago 12d
    Client Services Associate Level 1 Position Summary: The Client Services Associate is responsible for servicing ProFunds Financial… Directed Investors. Serve as Product Expert for clients. Take and process client trade orders quickly and accurately. Research…
  • 3.7
    Morgan Stanley – Rockville, MD
    Est. Salary $36k-$54k
    9 days ago 9d
    POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. DUTIES and RESPONSIBILITIES:… : * Provide account information to clients and Financial Advisors. * Learn the business and products in order to assist Financial…
  • 3.0
    CitiMortgage – Bethesda, MD
    Est. Salary $27k-$36k
    13 days ago 13d
    the industry in client-centric investments. Summary: This position will assist Financial Advisors and clients with maximum administrative… Financial Advisor in reviewing client accounts. Answer phones, take messages, and respond to client requests, when appropriate…
  • 3.7
    Evolent Health – Arlington, VA
    Est. Salary $101k-$141k
    9 days ago 9d
    a company behind it. What You’ll Be Doing: The Associate Director, Client Analytics, leads the development of insightful, credible… benchmarks Identify actionable opportunities to improve our client partners’ medical cost and quality as well as satisfaction of…
  • DDC Public Affairs – Washington, DC
    6 days ago 6d
    support a Client Relations teams grassroots advocacy and PAC clients. You will interact with clients directly, taking initial… of technology, client relations and the public affairs arena. What you'll be doing: Providing client guidance and training…
  • DDC Public Affairs – Washington, DC
    6 days ago 6d
    problem solve and resolve client issues as they arise Provide campaign support for dedicated client management teams: manage… problems, draft client reports and meeting notes, conduct background research Absorb & utilize key client information: campaign…
Job Title Location Employer Salary
Client Services Associate Bethesda, MD ProShares $59k-$84k
Client Services Associate Washington, DC TransPerfect $39k-$56k
Client Services Associate Reston, VA Seneca Resources $37k-$54k
Client Associate, Mail - Level A02 Washington, DC Conduent $35k-$55k
Client Associate Vienna, VA Bank of America $54k-$86k
Registered Client Service Associate Bethesda, MD Ameriprise $46k-$68k
Client Associate/Registered Client Associate - Chevy Chase, MD Chevy Chase, MD RBC $36k-$56k
Client Associate, Mail - Level A02 Washington, DC Xerox $34k-$49k
Registered Client Associate Washington, DC Bank of America $50k-$72k
Client Support Associate Arlington, VA CEB $24k-$87k
Senior Client Support Associate Washington, DC $21k-$107k
Registered Client Service Associate Washington, DC UBS $38k-$59k
Client Associate, Mail - Level A02 Washington, DC Delivery Operations $31k-$44k
Client Service Associate * Bethesda, MD Morgan Stanley $36k-$53k
Client Support Associate Rockville, MD DealerOn $24k-$46k
Registered Client Service Associate Bethesda, MD Citibank $32k-$43k
Client Relations Associate Bethesda, MD Randstad US $58k-$90k
Client Service Associate Bethesda, MD WealthEngine, Inc. $40k-$58k
Client Service Associate Washington, DC UBS $39k-$57k
Client Engagement Associate, Public Sector Washington, DC Dataminr $40k-$56k
Regional Client Service Supervisor Silver Spring, MD Edelman Financial Services $58k-$89k
Client Associate (FP) Bethesda, MD Bank of America $54k-$86k
Registered Client Service Associate Bethesda, MD Citi $33k-$44k
Client Services Associate (Level 1) Bethesda, MD ProShares $45k-$61k
Client Services Associate (Level 1) Bethesda, MD ProFunds $32k-$43k
Senior Client Service Associate Rockville, MD Morgan Stanley $36k-$54k
Registered Client Service Associate Bethesda, MD CitiMortgage $27k-$36k
Associate Director, Client Analytics Arlington, VA Evolent Health $101k-$141k
Associate, Client Relations Washington, DC DDC Public Affairs $53k-$103k
Senior Associate, Client Relations Washington, DC DDC Public Affairs $61k-$120k
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