Job Type
Date Posted
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Registered Client Associate Jobs in Washington, DC

196 Jobs

  • 3.8
    Raymond James Financial – Washington, DC
    $44k-$71k(Glassdoor est.)
    5 days ago 5d
    existing clients and prospecting for new clients. Creates and maintains records and files. Ensures required client paperwork… Researches client and security information through the back office system. Processes and follows up on client documentation…
  • 3.5
    Bank of America – Washington, DC
    6 days ago 6d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.6
    Experian – Washington, DC
    $46k-$72k(Glassdoor est.)
    HOT
    Experian" is a registered trademark in the EU and other countries and is owned by Experian Ltd. and/or its associated companies.… presentations tailored to client use case Prepare and deliver effective product roadmap presentations tailored to client use case Prepare…
  • 4.3
    First Financial Group – Bethesda, MD
    8 days ago 8d
    Job Description The RegisteredClientAssociate works under general supervision, uses specialized knowledge and skills obtained… Process client fund requests prior to cut off dates. Promptly respond to all client correspondence. Schedule client calls and…
  • 3.6
    Ameriprise – Bethesda, MD
    $37k-$55k(Glassdoor est.)
    NEW
    Title RegisteredClient Service Associate - Bethesda, MD Responsibilities Assist advisor in servicing clients including… utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data,…
  • 3.8
    Raymond James – Washington, DC
    $42k-$66k(Glassdoor est.)
    5 days ago 5d
    existing clients and prospecting for new clients. Creates and maintains records and files. Ensures required client paperwork… Researches client and security information through the back office system. Processes and follows up on client documentation…
  • 3.6
    UBS – Washington, DC
    $37k-$58k(Glassdoor est.)
    22 days ago 22d
    – keep management systems up-to-date with client information – educate clients on account services and capabilities – help… help with the preparation of reports and other materials for client meetings – collect the right documentation for opening new…
  • 3.8
    Edward Jones – Washington, DC
    HOT
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What…
  • 5.0
    One Contact Center – Washington, DC
    $35k-$53k(Glassdoor est.)
    28 days ago 28d
    such as filing and copying. RegisteredClient Services AssociatesClient services associates work for investment advisers… example, UBS Financial Services Inc. requires that client services associatesregister with the appropriate administrative bodies in…
  • 3.5
    Bank of America – North Bethesda, MD
    $33k-$51k(Glassdoor est.)
    14 days ago 14d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.5
    Bank of America – Washington, DC
    13 days ago 13d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.2
    Inova – Fairfax, VA
    $64k-$82k(Glassdoor est.)
    27 days ago 27d
    and inspire excellent patient care. Exceptional careers as Registered Nurses come from exceptional career opportunities. Work collaboratively… Work Site City/State FAIRFAX, VA Posting Title Registered Nurse 2 Case Manager Work Site Location INOVA SYSTEM…
  • 3.7
    Morgan Stanley – Potomac, MD
    NEW
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… and PowerPoint. Superior interpersonal, organizational and client service skills Experience Industry experience is a…
  • 3.5
    Bank of America – Washington, DC
    9 days ago 9d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.6
    CitiGroup – Washington, DC
    $35k-$48k(Glassdoor est.)
    NEW
    Citi resources following client transactions. Schedule periodic meetings and check-points with clients to provide value-added… retain client relationships Product/service knowledge; expertise in articulating product/service information to clients Demonstrated…
  • 3.5
    Wells Fargo – Washington, DC
    $37k-$45k(Glassdoor est.)
    NEW
    Team member must be able to conduct transactions normally associated with this role in Spanish and English. At Wells Fargo,…
  • 3.3
    Kindred at Home – Silver Spring, MD
    $65k-$80k(Glassdoor est.)
    9 days ago 9d
    RN, palliative care registered nurse, registered nurse, RN Job, RN Jobs, Registered Nurse Job, Registered Nurse Jobs, Nursing,… progressive care nurse, rehab RN, rehab registered nurse, rehab nurse, Registered Nurse, Registered Nurse Case Manager, RN, R.N., RN…
  • 3.5
    Citibank – Washington, DC
    $35k-$48k(Glassdoor est.)
    NEW
    Citi resources following client transactions. Schedule periodic meetings and check-points with clients to provide value-added… retain client relationships Product/service knowledge; expertise in articulating product/service information to clients Demonstrated…
  • 3.5
    Bank of America – Washington, DC
    23 days ago 23d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.8
    Whitman Walker Clinic – Washington, DC
    $46k-$68k(Glassdoor est.)
    13 days ago 13d
    certification as a Registered Dietitian with the Academy of Nutrition and Dietetics (AND). Dietetic Association. Working Conditions… quality medical care for all Whitman-Walker clients. Oversees the American Diabetes Association Diabetes Self-Management Education program…
  • 3.8
    Luke & Associates – Bethesda, MD
    EASY APPLY
    $58k-$74k(Glassdoor est.)
    NEW
    FINANCIAL CHECK, DRUG SCREENING AND OTHER SCREENINGS. PICU RN (Registered Nurse) Walter Reed National Military Medical Center, Pediatric… least 1 state, territory or commonwealth of the US The Registered Nurses (RN) shall be able to read, write, speak and understand…
  • 3.4
    Morrison & Foerster – Washington, DC
    NEW
    applicant and you have previously applied to a position or registered on our website, login to access your existing applicant data… . Morrison & Foerster's Antitrust Practice Group represents clients in the U.S. and abroad in a wide array of industries and on…
  • 3.5
    Hospitality Ventures – Washington, DC
    $24k-$34k(Glassdoor est.)
    NEW
    following duties. What you will be doing Greets, registers, and assigns rooms to guests. Issues room key and escort instructions… 30 minutes. When approached by a customer with a problem, associate will empower himself/herself with the responsibility of assisting…
  • 4.1
    Mutual of Omaha – Washington, DC
    EASY APPLY
    13 days ago 13d
    leadership ability Our best advisors make an impact with their clients and with their colleagues. We believe in a grassroots approach…
  • 3.8
    Arena Technical Resources – Tyson's Corner, Fairfax, VA
    $26k-$40k(Glassdoor est.)
    8 days ago 8d
    Job Description Job Title: RegisteredClient Service Associate Location: Tysons Corner, VA Our is an established and successful… executing client service needs by serving as liaison with various service centers on account issues -Maintaining client tracking…
  • 4.0
    Eaton Vance – Washington, DC
    $54k-$80k(Glassdoor est.)
    10 days ago 10d
    status, military service status, gender, gender identity, registered domestic partner status, or any other characteristic protected… CRM”), a subsidiary of Eaton Vance. Our mission is to serve clients and outperform the market through our proprietary responsible…
  • 3.8
    PwC – Washington, DC
    16 days ago 16d
    maintain, and utilize networks of client relationships, especially a network of commercial clients involved in and/or sponsoring capital… process aspects Risk management and analysis, e.g. risk register, quantitative (probabilistic) risk modeling, root cause analysis…
  • 3.7
    JLL – Washington, DC
    7 days ago 7d
    estate under asset management. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further… $6.8 billion and fee revenue of $5.8 billion and, on behalf of clients, managed 4.4 billion square feet and completed sales acquisitions…
  • 3.7
    Morgan Stanley – McLean, VA
    24 days ago 24d
    customer/client resolution. Facilitate trades in Financial Advisor’s absence. · Role model for Client Service Associates ·… service while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests. DUTIES…
  • 3.6
    State of Washington – Washington, DC
    HOT
    and contract staff (educators, nurses, etc) regarding their clients' information needs and keeps them informed when the library… responsible for administering elections within the state, registering corporations and charities that do business within the state…
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