- 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.
- Full Time
- On Site
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Private Client Associate
2 weeks ago
Lee Hecht Harrison Nederland B.V. Washington, United StatesPrivate 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 ...
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Client Service Associate
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United Bank Washington, United StatesJob 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 ...
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Client Service Associate
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Client Success Associate
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Client Services Associate
2 weeks ago
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Private Client Associate
2 weeks ago
5 Legal Washington, United StatesJob 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 ...
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Client Services Associate
2 weeks ago
DSPolitical Washington, United StatesJob 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 ...
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Client Service Associate
2 weeks ago
Oppenheimer & Co. Inc. Washington, United StatesJob 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 ...
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Client Services Associate
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TransPerfect Washington, United StatesTransPerfect 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 ...
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Client Associate/registered Client Associate
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Client Relations Associate
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Senior Associate, Client Services
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Registered Client Service Associate
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Oppenheimer & Co. Inc. Washington, United StatesJob 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 ...
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Client Associate
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Moors & Cabot Alexandria, United StatesJob 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 ...
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Senior Associate, Client Services
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Client Associate
2 weeks ago
Moors & Cabot Inc Alexandria, United StatesJob 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 ...
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Client Associate
1 day ago
Moors & Cabot Inc Alexandria, United StatesJob 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 ...
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Registered Wealth Management Client Associate
2 weeks ago
Bank of America Washington, United States Full timeDescription · : · 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 ...
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Associate Client Partner, Advertising
2 weeks ago
Uber Washington, United StatesAbout 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 ...
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Associate, Client Strategy
2 weeks ago
Stagwell Global, LLC Arlington, United StatesTargeted 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 ...
Private Client Associate - Washington, United States - LHH Recruitment Solutions
Description
Job Description
Job DescriptionPrivate 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:
Employment Type:
Compensation:
$65,000-$80,000
Pay Details: $65,000.00 to $80,000.00 per yearSearch managed by: Susan Midgley
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.