Top 16 Registered client associate Jobs in Washington Dc

Registered Wealth Management Client Associate
Bank of America —Alexandria, VA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Registered Client Service Associate
Morgan Stanley —McLean, VA
- $70,000 - $115,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Relationship Development Associate
Financial Growth Partners —Reston, VA
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- US work authorization
- Financial services
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Registered Client Service Associate- Bethesda, MD
Raymond James Financial, Inc. —Bethesda, MD
- $55,000 - $75,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Associate, Client Service
NFP Corp —Potomac, MD
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Paid time off
4d
Executive Client Service Associate
Edelman Financial Engines, LLC —Fairfax, VA
- $73,000 - $102,000 a year
- Research
- Mid-level
- 3 years
Quick Apply
Associate Financial Planner (Silver Spring, MD)
Edelman Financial Engines, LLC —Silver Spring, MD
- $83,300 - $111,300 a year
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d
Business Development Associate
Morgan Stanley —McLean, VA
- $75,000 - $125,000 a year
- Email
- 5 years
- Computer literacy
- Writing skills
Wealth Strategist Senior
PNC Financial Services Group —Washington, DC
- $133,000 - $296,400 a year
- Full-time
- Customer service
- Research
- Office
- Wellness program
- Health savings account
Associate Partner
New York Life - Tyson's Corner —Tysons Corner, VA
- $134,500 - $157,500 a year
- Mid-level
- Office
- Mentoring
- Disability insurance
- Health insurance
Quick Apply
13d
Associate - Northeast Advisor Group
Thrivent —Washington, DC
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply

Related jobs to explore

Based on your search for registered client associate

Sr. Concierge Associate
RR Donnelley —Washington, DC
Answer the phone and make reservations, take and distribute messages or mail and redirect calls. Escorting guests to their booked meeting room within the…
$19.13 - $26.44 an hour
Quick Apply
Client Experience Associate - 18th and L
PNC Financial Services Group —Washington, DC
Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.
$40,500 - $67,500 a year
5d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Dublin, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$75,000 a year
Associate - South Central Advisor Group
Thrivent —Columbus, OH
Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
Quick Apply

I want to receive the latest job alert for registered client associate in washington dc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

registered client associate jobs near washington dc

Account Executive jobs in Tysons, VA

Inventory Associate jobs in Los Angeles, CA

Registered Client Associate jobs in Irvine, CA

Associate Of Science Degree Biology jobs in San Antonio, TX

Seasonal Sales Associate jobs in Los Angeles, CA

Associate Attorney jobs in Connecticut

Registered Client Associate jobs in Washington, DC

Registered Client Associate jobs in Austin, TX

Registered Client Associate jobs in Los Angeles, CA

Financial Planner jobs in Puerto Rico

Financial Planner jobs in Des Moines, IA

Production Planner jobs in New Jersey

Financial Planner jobs in Jackson, MS

Financial Planner jobs in Farmington, CT

Senior Demand Planner jobs in Remote

Financial Advisor jobs in New York, NY

Executive Protection jobs in Virginia

Remote Business Analyst jobs in New York, NY

Business Development Executive jobs in Lombard, IL

Business Development Executive jobs in San Francisco, CA

Registered Wealth Management Client Associate

Bank of America -
Alexandria, VA

Apply Now

Job Details

Full-time

Qualifications

Investment
Customer communication
High school diploma or GED
Series 7
Financial product expertise
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
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, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

registered client associate jobs in washington dc

Registered Wealth Management Client Associate

Registered Client Service Associate

Relationship Development Associate

Registered Client Service Associate- Bethesda, MD

Associate, Client Service

Executive Client Service Associate

Associate Financial Planner (Silver Spring, MD)

Business Development Associate

Wealth Strategist Senior

Associate Partner

Associate - Northeast Advisor Group

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for registered client associate in washington dc

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected