Jobs
>
Washington, D.C.

    Private Client Associate - Washington, United States - LHH Recruitment Solutions

    LHH Recruitment Solutions background
    Description

    Job Description

    Job Description

    Private Client Associate

    LHH Recruitment Solutions is seeking a proactive Private Client Associate in the DC Metro area for a financial services organization. This key role supports Financial Advisors and involves customer service, marketing, administration, and investment management. The ideal candidate demonstrates exceptional communication skills, takes iniatives, is detail oriented, and wants to grow within a Financial Services Group.

    Qualifications:

    • Bachelor's degree required
    • 2+ years office experience
    • Series 7, 63, 65 and 66 preferred or willingness to obtain licensing within twelve months of employment.
    • Proficiency in Word, Excel, PowerPoint, Outlook and CRM software.
    • Strong attention to detail and highly organized.
    • Interest in strengthening client relationships through active communication and resolving inquiries promptly.
    • Looking to grow in the organization.

    Employment Type:

    • Full Time
    • On Site

    Compensation:

    $65,000-$80,000

    Pay Details: $65,000.00 to $80,000.00 per year

    Search managed by: Susan Midgley

    Equal Opportunity Employer/Veterans/Disabled

    To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

    The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.


  • Lee Hecht Harrison Nederland B.V. Washington, United States

    Private Client AssociateLHH Recruitment Solutions is seeking a proactive Private Client Associate in the DC Metro area for a financial services organization.This key role supports Financial Advisors and involves customer service, marketing, administration, and investment manageme ...


  • United Bank Washington, United States

    Job Description · The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketi ...


  • Stifel Washington, United States Full time

    Summary · Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, ...


  • Truth Initiative Washington, United States

    Job Description · Job DescriptionJOB SUMMARY: · EX Program is looking for a capable and motivated client facing professional with excellent communication skills and the ability to execute and manage projects to join our cross-disciplinary team and contribute to our growing busine ...


  • DSPolitical Washington, United States

    We're looking for an ambitious candidate to work in DSPolitical's Client Services team As a Client Services Associate, you will assist with trafficking campaigns to the Programmatic Trading team, the preparation and production of reports, and other resources for clients. Utilize ...


  • 5 Legal Washington, United States

    Job Description · Job DescriptionA leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. · The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic and inte ...


  • DSPolitical Washington, United States

    Job Description · Job DescriptionWe're looking for an ambitious candidate to work in DSPolitical's Client Services team As a Client Services Associate, you will assist with trafficking campaigns to the Programmatic Trading team, the preparation and production of reports, and othe ...


  • Oppenheimer & Co. Inc. Washington, United States

    Job Description · Job DescriptionThis is an excellent opportunity for someone starting out in the investment world and wants a career, not a job We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sa ...


  • TransPerfect Washington, United States

    TransPerfect Is More Than Just a Job... · Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards. · Who We Are: · Do you want ...


  • Royal Bank of Canada Washington, United States

    **Job Summary** · **What is the opportunity?** · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our cli ...


  • Ultimate Charities Arlington, United States

    We're a leading event marketing agency dedicated to creativity, innovation, and client satisfaction. If you're enthusiastic, detail-oriented, and ready to support our clients' success, we want you on our team · As a Client Relations Associate - Entry Level, you'll play a vital ro ...


  • Bully Pulpit International Washington, United States

    Job Description · Job DescriptionLocation: D.C., New York, Chicago, Denver (Hybrid), Remote considered based on experienceBully Pulpit International is an outcomes agency made up of strategists, data scientists, and artists. We come from politics, brands, and government, communic ...


  • Oppenheimer & Co. Inc. Washington, United States

    Job Description · Job DescriptionWho We Are: · Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehen ...

  • Moors & Cabot

    Client Associate

    3 weeks ago


    Moors & Cabot Alexandria, United States

    Job Description · Job Description · Role Description · The Client Associate is a forward facing member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. This role is an i ...


  • Bully Pulpit International Washington, United States

    Job Description · Job DescriptionLocation: D.C., New York, Chicago, Denver (Hybrid), Remote considered based on experienceBully Pulpit International is an outcomes agency made up of strategists, data scientists, and artists. We come from politics, brands, and government, communic ...

  • Moors & Cabot Inc

    Client Associate

    2 weeks ago


    Moors & Cabot Inc Alexandria, United States

    Job Description · Job DescriptionRole Description · The Client Associate is a forward facing member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. This role is an integr ...

  • Moors & Cabot Inc

    Client Associate

    1 day ago


    Moors & Cabot Inc Alexandria, United States

    Job Description · Job DescriptionRole Description · The Client Associate is a forward facing member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. This role is an integr ...


  • Bank of America Washington, United States Full time

    Description · : · This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, w ...


  • Uber Washington, United States

    About the Role · Uber Advertising's vision is to offer the most marketplace-centric advertising to connect Uber's platform users (eaters, riders, and earners) with advertisers. Uber Advertising's platform brings together location based and shopping data with closed loop attributi ...


  • Stagwell Global, LLC Arlington, United States

    Targeted Victory is a full-service marketing agency providing optimized outcomes in the digital age. We are made up of fresh thinking, curious minded, supportive, and team oriented individuals. Our clients, including national political and international decision makers, count on ...