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Client associate Jobs in Washington, DC

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Client associate • washington dc

Last updated: 8 days ago

Client Operations Associate

PotomacBethesda, Maryland, United States, 20814
$60,000.00–$80,000.00 yearly
Full-time
Quick Apply

At Potomac, we’re not for everyone—and that’s by design.We attract people who think critically, communicate clearly, and execute with urgency.People who care deeply about their work and don’t need ... Show more

Client Manager

Air Sea Packing GroupLandover, Maryland, United States
$50.00 hourly
Full-time
Quick Apply

If you’re looking to grow in the world of art, furniture and fine art logistics and you have a passion for it, then we may have the perfect role for you!.We are seeking a talented and driven Client... 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 Client Senior Project Manager

InstantServe LLCWashington, DC, United States
Full-time

Client is looking for a PMO Lead to drive and manage from a senior leadership perspective the Client PMO.This position is ON SITE 3 DAYS A WEEK.This position is housed under the Department of Healt... Show more

Associate Director, Client Advisory

PathstoneAlexandria, VA, United States
$105,000.00–$140,000.00 yearly
Full-time

Associate Director, Client Advisory.Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.We are united by a clear ... Show more

Account Associate -- Client Services

DCI GroupWashington, DC, United States
$60,000.00 yearly
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

Client Success Advisor

Diligent CorporationWashington, DC, United States
$100,000.00–$124,000.00 yearly
Full-time

New York, New York, United States; Washington, District of Columbia, United States.Diligent is looking for an experienced GRC Advisor to join the team and work on key accounts to drive adoption and... Show more

Client Services Associate

TradeJobsWorkforce22210 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

Polaris Campaigns: Client Services Associate

ArenaWashington, DC, United States
$55,000.00–$65,000.00 yearly
Full-time

Polaris Campaigns: Client Services Associate.Salary: $55,000-$65,000 (Yearly).Polaris is a Latino owned, progressive media strategy agency dedicated to providing innovative solutions to candidates ... Show more

Client Specialist

KnitWell GroupWest Mclean, VA, United States
Full-time +1

Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories.Established in 1947, we are known for modern classic style that's both timeless and timely, fine qual... Show more

Client Success Manager

TriviumDC, US
Remote
Full-time
Quick Apply

Remote · Eastern Time Zone · Full-time · 9am–6pm ET.This is not a check-in-with-clients-once-a-week seat.We're not looking for someone to send a monthly report and call it account management.We're ... Show more

Client Success Manager

The Hackett GroupWashington, DC, United States
Full-time

Posting Date 07/16/2026, 08:02 PM.Degree Level Bachelor's Degree. Show more

Wealth Management Client Associate

Bank of AmericaWashington, DC, United States
$25.00–$44.00 hourly
Full-time

Merrill Wealth Management Job Opportunity.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins... Show more

Senior Client Management Associate

CAPTRUSTAlexandria, VA, United States
Full-time

Senior Client Management Associate.CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist ... Show more

Associate Client Executive, Commercial Risk - IAS Mid-Atlantic

BaldwinBethesda, MD, United States
$100,000.00 yearly
Full-time

Associate Commercial Risk Client Executive.The Associate Commercial Risk Client Executive is responsible for assisting management and service of complex commercial accounts and functions at a strat... Show more

Client Experience Associate SAFE ACT, Assistant Vice President

CitigroupWashington, DC, United States
$94,000.00 yearly
Full-time

Client Experience Associate Safe Act, Assistant Vice President.Working at Citi is far more than just a job.A career with us means joining a team of approximately 219,000 dedicated people from aroun... Show more

Client Operations Lead

Barry'sWashington, DC, United States
Full-time

Barry's is the Best Workout in the WorldTM.Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour ... Show more

Registered Client Service Associate

Morgan StanleyMc Lean, VA, United States
$70,000.00–$115,000.00 yearly
Full-time

Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis... Show more

Executive Client Partner

CAQHWashington, District of Columbia, United States, 20006
$170,000.00–$190,000.00 yearly
Full-time
Quick Apply

The Executive Client Partner is responsible for leading DataSpring’s most strategic and consequential client relationships, including marquee health plan and healthcare organization partners repres... Show more

Senior Client Manager

Anthesis GroupWashington, DC, United States
Full-time

Anthesis is the sustainability activator.Proud to be a B Corp, we seek to make a significant contribution to a world which is more resilient and productive.We do this by working with cities, corpor... Show more

People also ask
Client Operations Associate

Client Operations Associate

PotomacBethesda, Maryland, United States, 20814
11 days ago
Salary
$60,000.00–$80,000.00 yearly
Job type
  • Full-time
  • Quick Apply
Job description
The Opportunity

At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.

We’re a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel

Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.


Summary

We’re looking for an Operations Associate to scale efficient processes for our fast-growing asset management firm. You'll ensure operational accuracy, and help manage workflows across the organization. Intellectual curiosity, transparency, responsiveness, and attention to detail are key to thriving in this role.

Key Responsibilities

Operational

  • Involved in all core RIA operations including onboarding, transfers, money movement, service requests, and custodian interaction—executing with accuracy, urgency, and transparency.
  • Maintain GIPS-compliant reporting processes with meticulous documentation and audit‑ready accuracy.
  • Assist in firmwide operational audits and proactively identify improvements that simplify processes without sacrificing detail.
  • Establish and enforce operational SLAs that reflect our commitment to responsiveness and excellence.

Client, Advisor & Custodian Support.

  • Ensure all client and account data in Orion, Zoho CRM, and custodial systems is accurate, consistent, and maintained with rigorous attention to detail.
  • Manage all custodial documentation, ensuring forms are executed correctly and processed without delay.
  • Build transparent, high‑functioning relationships with custodians and operational vendors.

Process, People & Projects

  • Identify workflow gaps and implement solutions that reduce friction and enhance scalability.
  • Assist and create SOPs, training materials, and operational playbooks that reflect a culture of clarity and transparency.
  • Assist in special projects including system upgrades, new technology integrations (e.g., Zoho), custodian changes, and automation initiatives.
Required Qualifications
  • 3+ years of RIA or RIA‑custodian operations experience, including leadership or elevated responsibility.
  • Demonstrated ability to operate with urgency, simplify complex workflows, and maintain elite attention to detail.
  • Strong analytical and problem‑solving skills with a bias toward taking action and getting things done.
  • Exceptional follow‑through, communication, and accountability skills.
  • Ability to work full‑time on‑site at Potomac’s Bethesda, MD Headquarters.
Preferred Qualifications
  • Experience with Zoho CRM or similar CRM systems.
  • Cross‑department collaboration experience (Ops + Marketing + Sales).

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you.

If you want to drive, build, and scale, this is your shot.


Benefits:
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Health savings account option
  • 401(k) & other retirement benefits
  • Paid maternity leave
  • Paid paternity leave
  • Commuter benefits
  • Disability insurance
  • Paid time off


The pay range for this role is:
60,000 - 80,000 USD per year(US)



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