Top 769 Risk associate Jobs in Washington Dc

Client Service Associate I
Northwest Federal Credit Union —Herndon, VA
- $26.89 - $45.74 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
MF Risk - Risk Analysis - Lead Associate
Fannie Mae —Washington, DC
- $123,000 - $161,000 a year
- Full-time
- Office
- Finance
- SQL
2d
Environmental Associate 2
TTI ENVIRONMENTAL INC —Washington, DC
- $65,000 - $85,000 a year
- Full-time
- Background check
- Clean driving record
- Computer literacy
- Paid training
- Mileage reimbursement
Quick Apply
Associate Client Executive, Commercial Risk - IAS Mid-Atlantic
The Baldwin Group —Bethesda, MD
- From $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
MF Risk - Risk Analysis - Lead Associate
Fannie Mae —Washington, DC
- $123,000 - $161,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
2d
Risk Associate
Aritzia —Tysons Corner, VA
- Part-time
- In-person
- 1 year
- Entry level
IT Support Associate
University of Maryland —College Park, MD
- $56,773 - $68,128 a year
- Full-time
- Background check
- Writing skills
- Mid-level
8d
Retail Associate - Georgetown
Aritzia —Washington, DC
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Audit Staff Associate
Montcure, LLC —Washington, DC
- $65,000 - $80,000 a year
- Full-time
- CPA
- Writing skills
- Data analysis skills
Quick Apply
1d
FT Associate Asset Protection - Security
Giant Food —Washington, DC
- $18.40 - $24.38 an hour
- Weekends as needed
- Ability to walk for extended periods
- Writing skills
- High school diploma or GED
- Paid parental leave
- Health insurance
Scheduling Associate
Sol Systems —Washington, DC
- $80,000 - $110,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Office
- Bachelor's degree
- Paid holidays
- Tuition reimbursement
Junior Technical Associate
Choice Consulting Associates —National Harbor, MD
- Full-time
- Office
- Business
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Operations Associate, Washington, D.C.
Gopuff —Washington, DC
- $17.95 an hour
- Part-time
- Google Workspace
- Ability to climb stairs
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Audit Associate
Han Group —Washington, DC
- $65,000 - $72,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Bachelor's degree
- Disability insurance
- Dental insurance
Senior Associate, Government Risk Consulting
RSM —McLean, VA
- $77,700 - $146,900 a year
- Full-time
- CPA
- Writing skills
- Mid-level
8d
Operations Associate, Washington D.C., #206
Gopuff —Washington, DC
- $18.65 an hour
- Part-time
- Google Workspace
- Ability to climb stairs
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Security Control Assessor Associate
Telos Corporation —Washington, DC
- $130,000 - $150,000 a year
- Full-time
- Computer Science
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Client Service Associate
Shore United Bank —Waldorf, MD
- $23 - $30 an hour
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Paid parental leave
Quick Apply
Associate Industry Tech Consultant
Ecolab Inc. —Washington, DC
- $107,400 - $161,100 a year
- Overtime
- Customer service
- 5 years
- Mid-level
- Employee stock purchase plan
- Health insurance
1d
Program Analyst (Ethics & Compliance Learning Experience Associate)
World Bank Group —Washington, DC
- English
- Mid-level
- Master's degree
- Disability insurance
- Health insurance
5d

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risk associate jobs near washington dc

Client Service Associate I

Northwest Federal Credit Union -
Herndon, VA

Apply Now

Job Details

Full-time
$26.89 - $45.74 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Parental leave
Vision insurance
Life insurance

Qualifications

Customer relationship building
Employee relationship building
Managing clients in a customer support role
Data interpretation
Experience practicing in the securities industry

Full Job Description

Overview:

The Client Service Associate I provides direct support to the Wealth/Financial Advisor(s). The CSA’s job is to help enhance the client experience by servicing the client’s needs and providing administrative support to the Advisor in their daily business practices. Knowledge of firm policies, procedures and technology allows the CSA I to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. The CSA I should support the firm’s initiatives and maintain risk awareness and regulatory knowledge.

Responsibilities:

Prepare new account applications and all other pertinent documents
Prepare reports and other materials for client or prospect meetings
Answer client phone calls and provide necessary assistance
Deliver outstanding client service
Greet clients in the office
Accept (with appropriate licensing and registration) and execute trade requests
Research and resolve notifications
Participate in team meetings and support staff meetings
Generate and review various reports on a routine basis with the advisor to include advisory reviews due, high/low cash, upcoming periodic distributions, listing of paperwork not returned from clients, etc.
Schedule annual advisory client review meetings and assist advisor with recording reviews into CRM
Management of the Advisor’s calendar
Attend and support Advisor’s client events and seminars/webinars
Preparation and tracking of life insurance applications
Coordination of various tasks with Operations team as necessary
Ensure account document and database accuracy
Financial planning and/or customer relationship management systems
Other duties as assigned
Adhere to Bank Secrecy Act (BSA) regulations and all related Credit Union policies and procedures

#NWFCU1

Qualifications:

Required

Bachelor’s degree in Business related field or equivalent experience
Minimum 2 years of experience in investment/wealth industry
Prior experience providing excellent customer service and the ability to show a high level of attention to detail
Must be able to work independently with minimal supervision
Ability to review and analyze or interpret data and documentation and to make decisions regarding subsequent actions
Accuracy, detail-orientation & time management
Ability to use financial planning and/or customer relationship management systems
Strong interpersonal and written communication skills
Ability to prioritize activities to meet deadlines
Strong collaboration and relationship building skills
Ability to interact effectively with all levels of the organization and/or the public
Must be able to work onsite in Herndon, VA Headquarters
Must be able to work the hours of M-F 8:00am-4:30pm

Preferred

FINRA Series 6 and 63 security licenses
Experience in corporate financial services setting
Experience supporting financial services teams
An understanding of investment or wealth management process

Additional Compensation:

Northwest Federal offers a comprehensive and inclusive benefits program, which includes medical, dental and vision plans for you and your family, 4 weeks paid vacation, 12 paid holidays, 24 hours of paid volunteer time, parental leave, company paid disability and life insurance, and a generous 401(k) plan with up to 7% employer match.

Base compensation for this role ranges from $26.89 – $45.74 hourly, depending on experience and qualifications.

EEO Notice:

Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.

NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or [email protected].

Apply Now

Refine Your Search

risk associate jobs in washington dc

Client Service Associate I

MF Risk - Risk Analysis - Lead Associate

Environmental Associate 2

Associate Client Executive, Commercial Risk - IAS Mid-Atlantic

MF Risk - Risk Analysis - Lead Associate

Risk Associate

IT Support Associate

Retail Associate - Georgetown

Audit Staff Associate

FT Associate Asset Protection - Security

Scheduling Associate

Junior Technical Associate

Operations Associate, Washington, D.C.

Audit Associate

Senior Associate, Government Risk Consulting

Operations Associate, Washington D.C., #206

Security Control Assessor Associate

Client Service Associate

Associate Industry Tech Consultant

Program Analyst (Ethics & Compliance Learning Experience Associate)

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