Current jobs related to Client Service Associate - Washington - Oppenheimer & Co.
-
Client Services Associate
1 month ago
Washington, United States LHH Full timeJob Title: Client Services Associate Job Description: LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a...
-
Client Services Associate
1 month ago
Washington, Washington, D.C., United States LHH Recruitment Solutions Full timeClient Services Associate Job Summary: LHH Recruitment Solutions is seeking a highly organized and motivated individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. Key Responsibilities: * Provide general administrative...
-
Client Services Associate
1 month ago
Washington, Washington, D.C., United States DSPolitical Full timeJob Title: Client Services AssociateWe're seeking a highly motivated and detail-oriented Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will play a critical role in assisting with campaign trafficking, report preparation, and client communication.Key Responsibilities:Manage campaign inventory and...
-
Client Services Associate
1 month ago
Washington, United States LHH Full timeJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...
-
Client Services Associate
1 month ago
washington, United States LHH Full timeJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...
-
Client Services Associate
1 month ago
Washington, United States LHH Full timeJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...
-
Client Services Associate
1 month ago
Washington, Washington, D.C., United States Talently Recruiting Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our financial planning department, you will play a critical role in supporting our advisors and clients in achieving their financial goals.Key Responsibilities:Coordinate with clients, advisors, and custodians to set up new...
-
Client Service Associate
4 weeks ago
Washington, United States Raymond James Full timeJob SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a detail-oriented and creative problem solver to provide high-quality administrative support to Financial Advisors and their clients. This role involves managing multiple tasks, prioritizing deadlines, and maintaining accurate records in a...
-
Client Service Associate
4 weeks ago
Washington, United States Citigroup Inc Full timeThe Client Service Associate is a key role within Citigroup Inc. that requires a deep understanding of wealth management and financial services. This position involves delivering high-quality services to clients, working closely with Banker teams to assess risk and make informed business decisions. Strong analytical and communication skills are essential for...
-
Client Services Associates
1 month ago
Washington, United States LHH Recruitment Solutions Full timeJob DescriptionJob DescriptionJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful...
-
Client Services Associate
4 weeks ago
Washington, United States DSPolitical Full timeJob SummaryWe are seeking a highly skilled Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will be responsible for assisting with campaign trafficking, report preparation, and client communication.Key ResponsibilitiesManage campaign inventory and provide guidance to clients as needed.Utilize...
-
Client Services Associate
2 weeks ago
Washington, United States Talently, LLC Full timeJob DescriptionJob Title: Client Services Associate (CSA)Location: Greater DC / VA area Salary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team...
-
Client Service Associate
4 weeks ago
Washington, United States Raymond James Financial Incorporated Full timeJob SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a detail-oriented and creative problem solver to join our team as a Registered Client Service Associate.This role provides high-quality administrative support to Financial Advisors, their clients, and branch staff members.The ideal candidate will...
-
Client Services Associate
2 months ago
Washington, United States Talently Recruiting Full timeJob Title: Client Services Associate (CSA)Location: Greater DC / VA area Salary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team player to join our...
-
Client Service Associate
2 months ago
Washington, United States Gallagher Full timeIntroduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
-
Senior Associate
1 month ago
Washington, United States The Rock Creek Group Full timeJob DescriptionRockCreek is seeking a highly skilled and detail-oriented professional to join our team as a Client Services Senior Associate. As a key member of our client services team, you will be responsible for creating and refining operational processes that enhance and support investor relations.You will field inbound inquiries, respond to business...
-
Senior Client Service Associate
4 weeks ago
Washington, United States Ascendo Resources Full timeAt Ascendo Resources, we are seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and ensuring their needs are met.Key Responsibilities:Serve as the primary point of...
-
Client Service Associate
4 weeks ago
Washington, United States Raymond James Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...
-
Client Services Associate
2 weeks ago
Washington, DC, United States LHH Full timeJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...
-
Client Services Associate
4 weeks ago
Washington, DC , USA, United States DSPolitical Full timeWe're seeking a highly motivated Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will be responsible for assisting with campaign trafficking, report preparation, and client communication.Key Responsibilities:Manage campaign inventory and provide guidance to clients as needed.Use knowledge of...
Client Service Associate
1 month ago
Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Client Service Associate (Washington D.C) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. The firm is seeking a Client Service Associate to join our Branch office team in Washington D.C. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities: Produce quality analytical reports using various software programs. Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments. Assist participants with various needs. Learn and adapt to service needs of various accounts in order to answer day-to-day questions. Quickly develop knowledge of forms and account procedures in order to assist clients. Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts. Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations. Database management of contacts and associates. Oversee marketing efforts. Special projects as assigned. Local office interaction with other support members, Financial Advisors and Management. Qualifications: Some experience working in Finance/Broker-Dealer/Investment background is preferred. Bachelor’s Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered. Must be a team player with a proactive, positive, problem-solving disposition. Possess a high degree of proficiency with MS office products including Word, Excel and Outlook. Must be able to maintain the highest level of confidentiality. Excellent communication skills: verbal, written and interpersonal. Demonstrate strong accuracy and thoroughness in all facets of daily work. Able to interface and articulate well with employees, vendors and clients in a highly professional, timely and friendly manner. Able to meet designated deadlines and work effectively in a pressurized environment. Compensation: For job postings in Washington D.C, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. The current base salary offered for this role is $50,000.00 to $65,000.00 per year. The successful candidate may also be eligible to participate in the relevant business unit’s incentive compensation plan, which may include additional monthly incentive compensation and/or annual discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. #J-18808-Ljbffr
