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Client associate • washington dc

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Registered Client Service Associate

CitiBethesda, MD, United States
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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...[internal_linking.show_more]

Registered Client Service Associate

05218 Citigroup Global Markets Inc.Bethesda Maryland United States
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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...[internal_linking.show_more]

Senior Registered Client Associate

WELLS FARGO BANKMCLEAN, Virginia, United States of America
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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...[internal_linking.show_more]

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTArlington, VA, United States
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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...[internal_linking.show_more]

Account Associate -- Client Services

DCI GroupWashington, DC, United States
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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...[internal_linking.show_more]

Client Service Associate, Shared Support Team

Edelman Financial EnginesSilver Spring, MD, United States
[job_card.full_time]

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...[internal_linking.show_more]

Registered Client Service Associate

CitigroupBethesda, MD, United States
[job_card.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...[internal_linking.show_more]

Client Services Associate

TradeJobsWorkforce22227 Arlington, VA, US
[job_card.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...[internal_linking.show_more]

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Client Services Associate

DSPoliticalWashington, DC, US
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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...[internal_linking.show_more]

Polaris Campaigns: Client Services Associate

ArenaWashington, DC, United States
[job_card.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...[internal_linking.show_more]

Client Service Associate 2 (Midwest region)

Public Consulting GroupWashington, DC, United States
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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...[internal_linking.show_more]

Client Associate - Micro Group

Nava BenefitsWashington, DC, United States
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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...[internal_linking.show_more]

Associate Client Partner

Dow JonesWashington, DC
[job_card.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...[internal_linking.show_more]

Client Services Manager Associate

Family & Nursing Care - CorporateSilver Spring, MD, US
[job_card.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...[internal_linking.show_more]

Client Service Associate, GC Wealth

General CatalystWashington, DC, United States
[job_card.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...[internal_linking.show_more]

Client Engagement Senior Associate, Tax Operations

CroweWashington, DC, United States
[job_card.full_time]

Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...[internal_linking.show_more]

Associate Client Success Manager (B2B SaaS)

Prompt HealthWashington, DC, United States
[job_card.full_time]

Associate Client Success Manager (B2B SaaS).Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, the teams within, and the patients t...[internal_linking.show_more]

Associate, Client Advisory

PathstoneAlexandria, VA, United States
[job_card.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...[internal_linking.show_more]

Work From Home - Client Services Associate

Global Elite | AOGarciaSilver Spring, MD, United States
[job_card.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 ...[internal_linking.show_more]

Registered Client Service Associate

Registered Client Service Associate

CitiBethesda, MD, United States
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  • [job_card.full_time]
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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 have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

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 good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities:

  • Deliver wealth management services to clients with guidance from the Banker teams.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • 2-5 years relevant experience
  • Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
  • Ability to problem solve and analyze data with demonstration of attention to detail
  • Strong verbal and written communication skills
  • Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
  • US: Licenses: Series 7/63 or 7/66 or willing to acquire

Education:

  • Bachelor's/University degree or equivalent experience

Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.