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Client associate Jobs in Washington, DC

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Client associate • washington dc

Last updated: 22 hours 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

Tax Senior Associate or Supervisor - Private Client Services

WeaverBethesda, MD, United States
$90,000.00–$143,000.00 yearly
Full-time

Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields.We seek to bring a human element to the world of accounting... Show more

Client Advisor

RichemontMc Lean, VA, United States
Permanent

Richemont, one of the world leaders in the luxury sector, has various Houses specializing in jewelry, watches and high-end accessories.Each Maison proudly embodies a tradition of style, quality and... 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

Client Relationship Leader

CliftonLarsonAllenArlington, VA, United States
Temporary

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory... Show more

Private Client Advisor

Marsh & McLennanWashington, 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

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

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

Manager, Client Experience

VOX GlobalWashington, DC, United States
Full-time

Manager, Social Impact And Sustainability.Weber Shandwick is seeking a curious, purpose-driven, media-savvy Manager to join our Social Impact and Sustainability team in Washington, D.This role is d... Show more

Client Specialist

Travelwithjess04Washington D.C., District of Columbia, United States
Remote
Full-time
Quick Apply

We are looking for a detail-oriented Booking Support Coordinator to assist with client requests, booking coordination, documentation, and ongoing support.The ideal candidate is dependable, organize... Show more

Client Relations Manager

AristotleWashington, DC, US
$60,000.00–$72,000.00 yearly
Full-time
Quick Apply

The Client Relations Manager will serve as the primary point of contact and the overall relationship manager for a number of PAC and advocacy technology and website services clients.The Client Rela... Show more

Client Specialist

Barry'sWashington, District of Columbia, United States, 20036
$18.40 hourly
Full-time +1
Quick Apply

We appreciate your interest in employment with Barry’s! Barry’s is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of ... Show more

Client Advisor

Louis VuittonWashington, DC, United States
$22.00–$26.00 hourly
Full-time

Louis Vuitton DC City Center is seeking a highly motivated, curious, and customer focused Full-Time Client Advisor with an undeniable passion for creating memorable experiences for our worldly clie... Show more

 • New!

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

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

VP, Client Success

HelioCampusBethesda, Maryland, United States
Full-time

HelioCampus was founded with the purpose of helping college & university leaders navigate today’s growing pressures.As one of EdTech’s most steadily growing companies, our roots in higher ed ground... 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 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
23 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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