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Sr Client Associate Jobs in Washington (NOW HIRING)

Tax Senior Associate

Reston, VA · On-site

$84K - $105K/yr

Tax Senior Associate Reston, VA, USA Full Time Health, Dental, Life, Vision, Disability, Accident ... Research tax issues and apply findings to client situations. * Communicate directly with clients ...

Tax Senior Associate

Reston, VA · On-site

$70 - $90/hr

Tax Senior Associate Grow Your Career with CST Group CST Group is seeking a motivated Tax Senior ... Research tax issues and apply findings to client situations. * Communicate directly with clients ...

Tax Senior Associate

Reston, VA · On-site

$75K - $110K/yr

Tax Senior Associate Grow Your Career with CST GroupCST Group is seeking a motivated Tax Senior ... Support managers and partners with client service initiatives.Mentor and assist associates as ...

Tax Senior Associate

Reston, VA · On-site

$86K - $106K/yr

Tax Senior Associate Grow Your Career with CST Group CST Group is seeking a motivated Tax Senior ... Research tax issues and apply findings to client situations. * Communicate directly with clients ...

Tax Senior Associate

Reston, VA · On-site

$75K - $110K/yr

Tax Senior Associate Grow Your Career with CST Group CST Group is seeking a motivated Tax Senior ... Research tax issues and apply findings to client situations. * Communicate directly with clients ...

Senior Associate - China

Washington, DC · On-site

$17 - $20.50/hr

As a Senior Associate, you will play an active role on client teams, working closely with clients and internal teams to understand client objectives, conduct research, develop solutions, and draft ...

Showing results 21-40

Sr Client Associate information

What is a Sr Client Associate?

Sr Client Associates, or Senior Client Associates, are experienced professionals who support financial advisors or client relationship managers in delivering services to clients. Their responsibilities often include managing client accounts, handling transactions, resolving client inquiries, preparing reports, and ensuring compliance with regulations. They play a key role in maintaining and strengthening client relationships by providing efficient and personalized service. Additionally, Sr Client Associates may mentor junior staff and assist with business development activities. This role typically requires strong communication, organizational skills, and a background in finance or customer service.

What are the key skills and qualifications needed to thrive as a Sr Client Associate?

To thrive as a Sr Client Associate, you need strong client service skills, financial acumen, and experience in financial services, often supported by a bachelor's degree and relevant industry licenses (such as FINRA Series 7 and 63/66). Proficiency in CRM platforms, financial planning software, and office productivity tools is typically required. Exceptional communication, attention to detail, and problem-solving abilities help build client trust and foster lasting relationships. These skills and qualities are essential for ensuring client satisfaction, regulatory compliance, and effective support for financial advisors.

How does a Sr Client Associate typically collaborate with financial advisors and other team members to support client needs?

As a Sr Client Associate, you will frequently work closely with financial advisors, operations staff, and sometimes compliance teams to ensure seamless client service. Your responsibilities often include preparing account documentation, resolving client inquiries, and coordinating transactions, which require clear communication and teamwork. Building strong relationships with both clients and internal partners is essential, as you act as a liaison and help maintain client satisfaction. This collaborative environment not only supports client retention but also provides opportunities to learn from experienced colleagues and advance within the organization.

What is the difference between Sr Client Associate vs Client Associate?

AspectSr Client AssociateClient Associate
Required CredentialsBachelor's degree, relevant certifications, experienceBachelor's degree, entry-level experience
Work EnvironmentClient-facing, team collaboration, financial servicesClient-facing, support role, financial services
Employer & Industry UsageFinancial firms, asset management, bankingFinancial firms, banking, investment firms
Common Search & ComparisonHigher responsibility, client interaction, supportEntry-level, support role, learning

The main difference between a Sr Client Associate and a Client Associate lies in experience, responsibilities, and level of client interaction. The Sr Client Associate typically handles more complex client needs, has greater decision-making authority, and requires more experience and certifications. The Client Associate is usually an entry-level role focused on supporting client services. Both roles are common in financial services, but the senior position offers more responsibility and expertise.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with teams, and use tools like CRM systems to maintain client accounts and support senior staff.

What are the most commonly searched types of Sr Client jobs in Washington?

The most popular types of Sr Client jobs in Washington are:

What cities in Washington are hiring for Sr Client Associate jobs?

Cities in Washington with the most Sr Client Associate job openings:

Registered Medication Associate (RMA)

Commonwealth Senior Living at Manassas

Manassas, VA • On-site

$22 - $25/hr

Full-time

Re-posted 15 days ago


Job description

Pay range: $22-$25 per hour.
  • Full and Part-time 2nd shifts available (3pm-11pm).

Wednesdays just got a whole lot more exciting because we're bringing you Walk-In-Wednesday! Stop by our community to explore the many new and exciting, in-demand careers with representatives from each department in one location.
When: Every Wednesday from 10am-12pm
Location: 9201 Portner Ave, Manassas, VA
The Registered Medication Associate (RMA) role provides high quality care and services to meet the overall needs of residents in a caring, consistent, individualized, and efficient manner. He or she ensures that residents receive comprehensive care and services by assisting them in the administration of medications, in accordance with state licensing and regulatory standards. The Registered Medication Associate is a Culture Ambassador who will model the core values of the company, leading by example, and ensure all team members exemplify the core values of the company.
• We Care About People
• We Do the Right Thing
• We are Passionate, Have Fun, and Celebrate Success
• We Speak Up! It is Our Responsibility
• We Take Ownership and Add Value
• We are Respectful
Qualifications
• This employee must have successfully completed course work and examinations to obtain certification as a Resident Care Associate.
• The RMA must obtain continuing education credits as required by the state to maintain certification as an RMA and must provide evidence of continued certification to the community in a timely and accurate manner.
• The RMA must possess knowledge of safe medication administration techniques and demonstrate this knowledge through a competency skills evaluation.
• CPR and First Aid certified or willing to obtain as per company policy.
• The RMA must understand and practice resident confidentiality.
• The RMA must have the ability to work weekends and flexible hours as needed for resident care and services.
• The RMA must have the ability to show sincere compassion and demonstrate genuine concern for the physical and emotional needs of seniors and their families.
• Must be proficient in basic office equipment, including a personal computer, for the purpose of accomplishing and maintaining a high level of job performance.
• Live out Commonwealth Senior Living's Noble selling purpose - "We improve the lives of seniors, their families, and each other."
Areas of Primary Responsibility
• Assists in monitoring and safe delivery of the Medication Management Program.
• Adheres to all established policies and procedures of Commonwealth Senior Living and state regulatory standards when administering medications.
• Administers and accurately records the administration of medications for residents as prescribed by the physician.
• Presents medication to residents and observes ingestion or completion of other application or administration techniques.
• Observes, records, and reports complications, symptoms of adverse actions or side effects of medications and obtains input from the Resident Care Director, as indicated, to ensure the optimum health and safety of the resident.
• Determines and records effectiveness of medications in a timely and accurate manner.
• Documents refusals of medications and reasons why prescribed drugs are not administered as per physician order.
• Stores medications in a safe and accurate manner.
• Monitors medications to ensure adequate accountability measures are taken when medications are ordered, received into the community, administered, and reported off at change of shift.
• Documents on the Daily Shift to Shift Communication Log each shift with resident and medication updates, changes, concerns, and follow up.
• Demonstrates safe handling of controlled substances including appropriate shift counting and reporting of discrepancies or concerns to the Resident Care Director.
• Routinely inspects, cleans, audits, and monitors equipment and supplies to ensure resident safety. Reports any equipment or supply issues to the Resident Care Director for correction or repair.
• Obtains, records, and reports vital signs as indicated during the administration of medications.
• Records and restocks medication inventories, as needed, and requested.
• Re-orders resident medications from pharmacy, as needed, and requested.
• Documents pertinent information in the resident record, completes incident reports as indicated.
• Demonstrates awareness of proper infection control practices by using Universal Precautions and following policies and procedures of the company, including OSHA's Blood-Borne Pathogen Standard.
• Communicates with residents, staff and others in an accurate and factual manner and seeks clarification from or refers questions to Resident Care Director, when indicated.
• Prioritizes and provides verbal encouragement and support to residents.
• Assist in maintaining a safe and clean environment.
• Maintains a positive and professional demeanor toward residents, families, and associates.
• Participates in and attends all required in-service training and education programs as scheduled.
• Acts as a shift supervisor when appropriate or as directed.
• Maintain regular communication with the Resident Care Director.
• Perform other duties as assigned or as listed in the Resident Care Associate job description.
Physical/Sensory Requirements
The RMA must be able to lift, stoop, carry, turn, and assist high-risk residents, push medication carts and be willing and able to work a flexible work schedule. The RMA must be able to sit, stand, bend, and move continuously during work hours. Must be able to lift and/or carry 50 to 75 pounds. This position is considered a medium risk for exposure to COVID, as it provides direct care to potential COVID-positive residents.
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