- Bank of America (Reston, VA)
- Wealth Management Client Associate Reston, Virginia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (North Bethesda, MD)
- Wealth Management Client Associate North Bethesda, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make ... to an experienced team, which includes 2 Wealth Management Advisors. + Provides excellent Client Service to the bank's clients through educating them on all… more
- Morgan Stanley (Washington, DC)
- …**Job:** ** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *District of ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Potomac, MD)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... experience through an elevated standard of care. The Client Service Associate assists with the development...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Equitable (Washington, DC)
- Wealth Management Associate - DC, Washington (3696) ( PIN\_43763 ) **Primary Location** : UNITED STATES-DC-Washington **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques,… more
- JPMorgan Chase (Washington, DC)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you… more
- Citigroup (Washington, DC)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Registered Client Service Associate is a developing...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- KPMG (Mclean, VA)
- …business processes, controls and accounting treatment Effectively communicate results to KPMG and client management Qualifications: + A minimum of one year of ... **Business Title:** Associate , Federal Financial Information and Technology Management...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more
- KPMG (Mclean, VA)
- **Business Title:** Senior Associate , Federal Technology Risk Management **Requisition Number:** 116964 - 97 **Function:** Advisory **Area of Interest:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...quality level to communicate findings / recommendations to the client 's senior management team + Ability to… more
- KPMG (Mclean, VA)
- **Business Title:** Senior Associate , Federal Change Management (TS/SCI + Poly) **Requisition Number:** 112667 - 97 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Somatus (Mclean, VA)
- …to serve and support health plan clients + Assist in creation of internal client management documents used to support Customer Success strategy + Help to ... You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and...At least 2 years of professional experience in healthcare, client management , or business development **Knowledge, Skills,… more
- KPMG (Mclean, VA)
- …quality work + Strong ability to work collaboratively in a team and present results to client management + Ability to travel and/or work on-site at client ... **Business Title:** Advisory Senior Associate , Strategy | Multiple Locations Fall 2025 **Requisition...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do notanticipate that… more
- KPMG (Washington, DC)
- …workforce analytics + Work with cross functional teams to deliver excellent client service, including stakeholders' management , meeting / workshop facilitation, ... **Business Title:** Senior Associate , Federal Human Capital (Workforce Transformation/Organizational Design) **Requisition Number:** 115409 - 21 **Function:**… more
- KPMG (Mclean, VA)
- **Business Title:** Advisory Associate , Federal Healthcare Solutions | McLean Fall 2025/Winter 2026 **Requisition Number:** 117867 - 97 **Function:** Advisory **Area ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do notanticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Mclean, VA)
- …the areas of budget planning, execution, and reporting + Document procedures and client management decisions in formal narratives + Develop and sustain solid ... **Business Title:** Associate , Federal Finance Transformation (TS/SCI + Poly) **Requisition...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more
- KPMG (Washington, DC)
- …business or finance from an accredited university + Experience with large project management including managing multiple client engagements and client ... **Business Title:** Senior Associate , WNT - Economic and Valuation Services -...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Mclean, VA)
- **Business Title:** Advisory Associate , Deal Advisory - Financial Due Diligence | Multiple Locations Winter 2026 **Requisition Number:** 117492 - 97 **Function:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do notanticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Mclean, VA)
- **Business Title:** Senior Associate , Federal Internal Audit & Enterprise Risk (TS/SCI + Poly) **Requisition Number:** 112674 - 97 **Function:** Advisory **Area of ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Mclean, VA)
- **Business Title:** Senior Associate , Federal Finance Transformation (TS/SCI + Poly) **Requisition Number:** 112643 - 97 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Mclean, VA)
- …data management , and processes + Support the development / execution of management and client 's strategy to optimize / automate the use of financial ... **Business Title:** Senior Associate , Federal Financial Analysis **Requisition Number:** 117521 -...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more