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Client associate Jobs in Washington, DC

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Client associate • washington dc

Last updated: 1 day 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

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

Client Experience Coordinator

danckerCapitol Heights, MD, US
$60,000.00 yearly
Full-time
Quick Apply

Client Experience Coordinator Location: Capitol Heights, MD or Baltimore, MD The difference you’ll make: We're looking for a highly organized, customer-focused Client Experience Coordinator t... 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

Private Client Advisor

TrucordiaWashington, District of Columbia, United States
Full-time

Reports To: VP of Sales/Market Leader.Meets established sales quotas on monthly, quarterly, and annual basis.Utilizes Trucordia sales and marketing tools to execute results-oriented activities such... 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

Licensing Client Partner

The Washington PostWashington, DC, United States
$78,900.00–$131,500.00 yearly
Full-time +1

We're on a mission to deliver riveting storytelling for all of America.At The Washington Post, you'll help reinvent news.Our work is driven by a deep investigative spirit and enhanced by innovation... Show more

Client Services Manager

The High CompaniesWashington, DC, United States
Full-time

Our dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our Washington DC territory.StructureCare, headquartered in Lanc... 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

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

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

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

Private Client Advisor

Mercer FranceWashington, DC, United States
$54,700.00–$101,900.00 yearly
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w... 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

Client Services Manager Associate

Family & Nursing CareSilver Spring, MD, United States
Full-time

Client Services Manager Associate.We are a growing home care company seeking a Client Services Manager Associate to join our team in the DC Metro area.This role is responsible for delivering except... Show more

Client Executive

NetAppWashington, DC, United States
Full-time

Client Executive For Us Public Sector Intelligence Community.NetApp is seeking a high-performing client executive to support U.IC) accounts specifically Westfields.This role is responsible for driv... Show more

People also ask
Client Operations Associate

Client Operations Associate

PotomacBethesda, Maryland, United States, 20814
9 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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