Associate, Client Management

2 weeks ago


Washington, United States TDI Full time

**Position Summary**:
TDI—strategic advisory and risk intelligence firm—is currently seeking a on-site Client Management Associate in our Washington, D.C. office. The Associate will directly support the full lifecycle of client engagement including but not limited to participating in initial business development meetings, responding to proposal requests, assisting with project management and communications, and post-engagement evaluations. These activities will be aligned to support the strategic and operational initiatives of the firm’s investigative due diligence and compliance services teams.

**Primary Responsibilities**:

- Manage and develop sustainable business relationships; re-sell and cross-sell within our existing client portfolio.
- Prepare/deliver clear and concise presentations, including advising clients on risk factors.
- Speak authoritatively, consistently, and accurately about the firm’s history, brand, values, and core methodologies.
- Serve as a key point of coordination and collaboration.
- Coordinate or provide support to ad hoc proposals, including formal procurement requests (e._g._, Request for Proposal (RFP) or Request for Information).
- Identify, assess, and communicate markets trends impacting clients and industry stakeholders.
- Process and store sensitive information, including PII, in accordance with Information Management System policies. Promptly report potential security incidents to the Information Technology team.

**Required Skills and Knowledge**:

- Excellent English-language writing, research, and analytical skills.
- Ability to quickly summarize complex issues, both verbally and in writing.
- Strong attention to detail.
- Experience assessing corporate compliance and regulatory risk in international markets.
- Exceptional client focus and service mentality.
- Ability to manage multiple tasks simultaneously in a high-stress environment and under tight deadlines.
- Strong communication, self-awareness, and project management skills.
- Ability to review and edit the work of others.

**Required Experience**:

- At least 2-4 years of relevant professional experience—conducting investigations and writing due diligence reports, or in management consulting.
- Bachelor’s degree in international relations, political science, regional studies, business, or related area of study.
- Professional fluency in English required.
- Proficiency with MS Office suite, Teams, Zoom, and CRM platforms

**Key TDI Values for this Role**:

- **Client Focus**: You are always available and responsive. You urgently address our clients’ needs. You take the approach of “first, do no harm” and take seriously our rule of not accruing risk to clients. You work tirelessly to build long-term, trusting relationships with our clients that place their needs and interests at the forefront.
- **Excellence**:You demonstrate excellence daily; not just through a few big initiatives, but as a result of consistently doing all of the little things right. You take pride in your work, set a very high bar for yourself, and expect the same of others. When you make a mistake, you admit it, take responsibility, and learn not to do it again.
- **Teamwork**: You seek opportunities to assist colleagues and foster communication. You treat all members of the TDI team with respect and strive to support each other. You rally to help out team members to get quality work done on time and to client expectations.

**About TDI**

TDI is a strategic advisory and risk intelligence firm that helps multinational organizations more effectively manage commercial, regulatory, and reputational risk. We deliver a decisive information advantage to our clients through advisory services, due diligence and investigations, and a best-in-class analytics suite that dramatically increases efficiency and provides critical insights. Founded in 1999, TDI’s unique blend of commercial, intelligence, and technology experience allows us to understand and evaluate people, assets, and transactions within their broader political and commercial context.

At TDI, you will learn corporate risk in an international context while managing complex and dynamic projects across the globe. On a day-to-day basis, you will leverage your business or regional knowledge and foreign language skills while developing your investigative research and communication skills with a growing and collaborative team. Our fast-paced environment means that you will constantly face new challenges, develop additional skills, and have growth opportunities along the way.

**Global Insight. Actionable Intelligence.**
- TDI is committed to equal opportunity employment. Applicants receive consideration for employment without regard to gender, gender identity, race, religion, national origin, ethnicity, sexual orientation, marital status, veteran status, age, disability or any other legally protected basis, in accordance with applicable law._



  • Washington, United States TDI Full time

    Position Summary: TDI-strategic advisory and risk intelligence firm-is currently seeking a on-site Client Management Associate in our Washington, D.C. office. The Associate will directly support the full lifecycle of client engagement including but not limited to participating in initial business development meetings, responding to proposal requests,...


  • Washington, United States Royal Bank of Canada Full time

    **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 clients, advisors and branch. Use your administrative and operational skills to...


  • Washington, United States Upstream Management Full time

    Job DescriptionJob DescriptionAt Upstream Management, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service have overall...


  • Washington, United States Bank of America Full time

    Registered Wealth Management Client Associate page is loaded Registered Wealth Management Client Associate Apply locations Washington time type Full time posted on Posted 2 Days Ago job requisition id 24016550 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection....


  • Fort Washington, United States Simplex Full time

    While we prefer someone local to Fort Washington, PA, about 30 minutes North of Philadelphia, PA interested in working in a hybrid environment, we are open to a well-qualified candidate who is 100% remote. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a...


  • Washington, United States SPS-North America Full time

    **Job Title**:Client Services Associate** **Reports To**: The **Client Services Associate** will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. **Job Overview**: The **Client Services Associate** provides exceptional office and mail services, delivering operational functions in the following areas: processing...


  • Fort Washington, United States Simplex Full time

    Job DescriptionJob DescriptionWhile we prefer someone local to Fort Washington, PA, about 30 minutes North of Philadelphia, PA interested in working in a hybrid environment, we are open to a well-qualified candidate who is 100% remote. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family...


  • Fort Washington, United States Simplex Full time

    Job DescriptionJob DescriptionWhile we prefer someone local to Fort Washington, PA, about 30 minutes North of Philadelphia, PA interested in working in a hybrid environment, we are open to a well-qualified candidate who is 100% remote. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family...


  • Washington, United States Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...


  • Washington, United States SPS North America Inc Full time

    Job DetailsLevelExperiencedJob LocationHOUDC - Washington, DCPosition TypeFull TimeJob CategoryCustomer ServiceDescriptionJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional...


  • Washington, United States Stifel Financial Corporation Full time

    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 Client Service, Associate, Registered, Financial Advisor, Service, Branch Manager, Retail

  • Marketing Associate

    4 days ago


    Washington, United States DAFA Management Full time

    Job DescriptionJob DescriptionAre you ready to CHALLENGE yourself to DIVE DEEP and THINK BIG? Dafa Management is a team of passionate professionals who have turned clever ideas into a unique and thriving business. There is a reason why Dafa Management is the nation’s leader in the marketing and sales industry. Simply put, it's our people. Our Marketing...


  • Washington, United States Aristotle International, Inc. Full time

    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 Relations Manager will oversee all post-sale activities associated with the client and will be responsible for ensuring that client projects are delivered on time and...


  • Washington, United States TransPerfect Full time

    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 to work for the global leader in the language services and technology industry? Are...


  • Washington, United States The Ford Agency Full time

    The Ford Agency is recruiting motivated account management candidates looking to work in the progressive space supporting clients for a tech consulting firm. This is an outstanding role for someone who appreciates tech and data, enjoys a great deal of client interaction, and has prior experience in account management, marketing, or other client facing...


  • Washington, United States The Ford Agency Full time

    The Ford Agency is recruiting motivated account management candidates looking to work in the progressive space supporting clients for a tech consulting firm. This is an outstanding role for someone who appreciates tech and data, enjoys a great deal of client interaction, and has prior experience in account management, marketing, or other client facing...


  • Washington, United States The Ford Agency Full time

    The Ford Agency is recruiting motivated account management candidates looking to work in the progressive space supporting clients for a tech consulting firm. This is an outstanding role for someone who appreciates tech and data, enjoys a great deal of client interaction, and has prior experience in account management, marketing, or other client facing...


  • Washington, United States Aristotle Full time

    Job DescriptionJob DescriptionThe 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 Relations Manager will oversee all post-sale activities associated with the client and will be responsible for ensuring that client...


  • Washington, United States Aristotle Full time

    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 Relations Manager will oversee all post-sale activities associated with the client and will be responsible for ensuring that client projects are delivered on time and...


  • Washington, United States Aristotle Full time

    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 Relations Manager will oversee all post-sale activities associated with the client and will be responsible for ensuring that client projects are delivered on time and...