- Bank of America (Washington, DC)
- Wealth Management Client Associate Part - Time Washington, District of Columbia **Job Description:** Merrill Wealth Management is a leading ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Morgan Stanley (Potomac, MD)
- …employer 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
- 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
- Morgan Stanley (Washington, DC)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player… more
- Morgan Stanley (Potomac, MD)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... *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 (Washington, DC)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... *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)
- …firm to respond quickly and accurately to client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory ... / Private Wealth Advisor *Additional responsibilities and requirements for a Wealth Management Associate * * Thoroughly understands and utilizes the… more
- Equitable (Washington, DC)
- Wealth Management Associate - DC, Washington (5051) ( 230000LH ) **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
- Capital One (Mclean, VA)
- Center 3 (19075), United States of America, McLean, Virginia Cyber Client Assurance, Principal Associate Capital One is seeking a Cyber Client Assurance ... Associates within CECA are highly-skilled information security, cyber, technology, or risk management professionals who have a wealth of experience and a… 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 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
- 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 (Washington, DC)
- …with the client and engagement team + Demonstrate ownership and management of independent work streams and/or activities; drive the organization and completion ... **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118209 - 21...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- KPMG (Mclean, VA)
- …and model management in cloud environments + Support delivery of client solutions using analytics, exploratory data analysis, data wrangling and ETL; Perform ... **Business Title:** Advisory Associate , Federal Technology Enablement Application Developer/Software Engineer| McLean...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do notanticipate that… 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 (Mclean, VA)
- **Business Title:** Senior Associate , Federal Learning & Development (TS/SCI + Poly) **Requisition Number:** 118468 - 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 (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)
- …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
- KPMG (Washington, DC)
- **Business Title:** Senior Associate , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 21 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more