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Client associate Jobs in Washington, DC

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Client associate • washington dc

Last updated: 9 hours ago

Client Service Associate

Mariner FinanceFalls Church, Virginia, United States
Full-time

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care.As one of the first associates clients connect ...Show more

 • New!

Registered Client Service Associate

05218 Citigroup Global Markets Inc.Bethesda Maryland United States
Full-time

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates go...Show more

Registered Client Service Associate

CitiBethesda, MD, United States
Full-time

Registered Client Service Associate.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll hav...Show more

Private Client Services Tax Senior Associate

WithumMc Lean, VA, United States
Full-time

Private Client Services Tax Senior Associate.Columbia, Maryland, United States; Tysons, Virginia, United States.Withum is a place where talent thrives - where who you are matters.It's a place of en...Show more

Senior Registered Client Associate

WELLS FARGO BANKMCLEAN, Virginia, United States of America
Full-time

Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfarg...Show more

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTArlington, VA, United States
Full-time

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo...Show more

Account Associate -- Client Services

DCI GroupWashington, DC, United States
Full-time

Account Associate -- Client Services.DCI provides strategic counsel and designs winning public affairs and communications campaigns around the world.Our creative solutions advance the business prio...Show more

Registered Private Client Associate - Washington DC

Janney Montgomery Scott LLCWashington, DC, United States
Full-time

Registered Private Client Associate.Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.We are equa...Show more

Registered Client Service Associate

CitigroupBethesda, MD, United States
Full-time

Registered Client Service Associate.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll hav...Show more

Client Services Associate

TradeJobsWorkforce22227 Arlington, VA, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide...Show more

 • Promoted

Client Services Associate

DSPoliticalWashington, DC, US
Full-time
Quick Apply

We’re looking for an ambitious candidate to work in DSPolitical’s Client Services team for the 2026 Election Cycle!! As a Client Services Associate, you are responsible for maintaining strong relat...Show more

Polaris Campaigns: Client Services Associate

ArenaWashington, DC, United States
Full-time

Polaris Campaigns: Client Services Associate.Polaris is a Latino owned, progressive media strategy agency dedicated to providing innovative solutions to candidates and causes.We believe in building...Show more

Client Service Associate 2 (Midwest region)

Public Consulting GroupWashington, DC, United States
Full-time

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve li...Show more

Client Associate - Micro Group

Nava BenefitsWashington, DC, United States
Full-time

Client Associate - Micro Group.Nava is on a mission to fix healthcare.Nearly 160M Americans rely on their employers for healthcare yet the system is broken, bloated, and dominated by incumbents who...Show more

Associate Client Partner

Dow JonesWashington, DC
Full-time

Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and liv...Show more

Client Services Manager Associate

Family & Nursing Care - CorporateSilver Spring, MD, US
Full-time

We are a growing home care company seeking a.Client Services Manager Associate.This role is responsible for delivering exceptional customer service while building and maintaining strong relationshi...Show more

Client Service Associate, GC Wealth

General CatalystWashington, DC, United States
Full-time

Client Service Associate, GC Wealth.General Catalyst is a global investment and transformation company that partners with the world's most ambitious entrepreneurs to drive resilience and applied AI...Show more

Associate, Client Advisory

PathstoneAlexandria, VA, United States
Full-time

Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm.As part of this program, Associates will develop the skills and experience to work with some of t...Show more

Work From Home - Client Services Associate

Global Elite | AOGarciaSilver Spring, MD, United States
Full-time

Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...Show more

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Client Service Associate

Client Service Associate

Mariner FinanceFalls Church, Virginia, United States
9 hours ago
Job type
  • Full-time
Job description
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.

Responsibilities
  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned
Qualifications
  • High school diploma required; bachelor's degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus
Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment
#LI-NW1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V