McLean, Virginia, United States · On-site
$70k–$115k/yr
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interact…
Skills: Client Service, Financial Product Knowledge, Microsoft Office, Time Management, Interpersonal Skills
McLean, Virginia, United States · On-site
$162k–$203k/yr
Senior Manager, Business Continuity and Resiliency | Retail Bank Risk As a Business Continuity and Resilience Senior Risk Manager within Capital One’s Retail Risk Office, you are a primary architect of our first line of …
Skills: Business Continuity Management, Risk Management, Cyber Resilience, Strategic Leadership, Stakeholder Management
Riverwoods, Illinois, United States · Hybrid
$183k–$229k/yr
Senior Manager, Senior Counsel - Capital One Travel Product Counsel (Hybrid) The Capital One Legal Department will allow you to showcase your talents and be yourself in a fast-paced, collegial environment. At Capital One…
Skills: Legal Analysis, Business Analysis, Risk Management, Contract Negotiation, Regulatory Compliance
McLean, Virginia, United States · On-site
$138k–$173k/yr
Manager, Project Management-Enterprise Data As a Manager of Project Management at Capital One, you will help initiate strategy and lead execution on high priority projects for the company. You will work with smart and pa…
Skills: Project Management, Strategic Planning, Stakeholder Management, Risk Mitigation, Cross-functional Collaboration
McLean, Virginia, United States · On-site
$110k–$138k/yr
Principal Associate, Project Management-Enterprise Data As a Principal Associate of Project Management at Capital One, you will help initiate strategy and lead execution on high priority projects for the company. You wil…
Skills: Project Management, Project Planning, Stakeholder Management, Problem Solving, Business Process Improvement
McLean, Virginia, United States · On-site
Position: Mainframe Developer (Banking Domain) 📍 Location: McLean, VA (Onsite, 5 days/week) 🏢Note: This position is open to local candidates in McLean, VA only. Face-to-face (F2F) interviews are mandatory, so candidate…
Skills: Cobol, Jcl, Cics, Db2, Vsam
San Francisco, California, United States · On-site
$245k–$335k/yr
Distinguished Engineer (Global Network) As a Distinguished Engineer at Capital One, you will be a part of a community of technical experts working to define the future of banking in the cloud. You will work alongside our…
Skills: Software Engineering, System Architecture, Network Engineering, BGP, Wi-Fi
Plano, Texas, United States · On-site
$245k–$307k/yr
Director, Information Security Office Consultant At Capital One, you will help consult on initiatives, programs, and projects to raise their game in Information Security and Risk Management. You are pragmatic and practic…
Skills: Information Security, Risk Management, Cloud Security, Application Security, Security Architecture
McLean, Virginia, United States · On-site
$88k–$110k/yr
Senior Risk Associate The Operational Risk Management (ORM) Loss Data team is a dedicated and dynamic team of risk professionals responsible for collection, analysis, and reporting of operational loss data for the Compan…
Skills: SQL Querying, Python Querying, Operational Risk Management, Data Analysis, Project Management
Alexandria, Virginia, United States · On-site
$100k–$168k/yr
Job Description: A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you t…
Skills: Relationship management, Financial services knowledge, Time-management, Influencing skills, Compliance and regulatory guidelines
Chicago, Illinois, United States · On-site
$138k–$189k/yr
Risk Manager, Business Continuity and Resilience Risk Management Do you want to be part of an organization that is dedicated to helping Capital One identify, manage, and effectively mitigate risk – for our customers, our…
Skills: Risk Analysis, Business Continuity Planning, Operational Resilience, Effective Challenge, Data Analysis
Riverwoods, Illinois, United States · On-site
$209k–$262k/yr
Senior Manager, Software Engineering, Full Stack (Global Payment Network) Do you enjoy solving some of the most complex engineering challenges in financial technology? Are you passionate about building highly scalable, r…
Skills: Distributed Systems, Microservices, Full Stack Development, Cloud Computing, People Management
McLean, Virginia, United States · On-site
$66k–$100k/yr
At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the count…
Skills: Asset Management, Credit Analysis, Underwriting, Python, Excel VBA
New York, New York, United States · On-site
$180k–$205k/yr
Data Analysis Manager - Strategy and Analytics Data is at the center of everything we do at Capital One. Your role as a Data Analyst on the team will heavily leverage your deep expertise in SQL and data transformation. Y…
Skills: Sql, Data Modeling, Data Transformation, Analytics Engineering, Data Governance
New York, New York, United States · Hybrid
$183k–$250k/yr
Senior Manager, Senior Counsel - Commercial Real Estate: Agency Finance (Hybrid) Capital One’s Legal Department is seeking an experienced commercial real estate finance attorney to support its growing Commercial Bank. Th…
Skills: Commercial Real Estate Finance, Agency Finance, Multifamily Housing Financing, Legal Counsel, Regulatory Compliance
McLean, Virginia, United States · On-site
$119k–$179k/yr
At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the count…
Skills: Technology Strategy, Enterprise Data Management, Stakeholder Management, Executive Presentation, Target-state Design
McLean, Virginia, United States · Hybrid
$120k–$160k/yr
Exceptional Hospitality Starts with You This role is based at our corporate office in McLean, VA This is your chance to be part of a Corporate Human Resources team at a top global hospitality company! As a Senior Manager…
Skills: Compensation Design, Job Architecture, Market Benchmarking, Pay Transparency Compliance, Salary Structure Development
McLean, Virginia, United States · Hybrid
Exceptional Hospitality Starts with You This role is based at our corporate office in McLean, VA This is your chance to be part of an in-house Legal team at a top global hospitality company! As Senior Manager & Counsel, …
Skills: Legal Drafting, Contract Negotiation, Hospitality Law, Commercial Real Estate, Contract Management
McLean, Virginia, United States · On-site
$197k–$225k/yr
Lead Data Engineer-IC Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive, and iterative delivery environment? At Capital …
Skills: Java, Scala, Python, SQL, AWS
McLean, Virginia, United States · On-site
$164k–$187k/yr
Senior Business Banker - Greater DC/Northern VA Market The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management …
Skills: Business Development, Prospecting, Relationship Management, Deposit Acquisition, Treasury Management
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Provide exceptional service and administrative support to Financial Advisors and their clients. Responsibilities include executing money movement, onboarding accounts, and managing calendars and travel itineraries.
Requires a High School Diploma and active Series 7 and Series 66 (or 63 and 65) licenses. Two or more years of industry experience and proficiency in Microsoft Office are preferred.
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
Provide service coverage for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven
Business Service Officer
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Based on 880 listings with disclosed salaries, most finance & accounting jobs in McLean, VA pay between $101k–$235k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 925 open finance & accounting positions in McLean, VA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Capital One, Freddie Mac, Booz Allen Hamilton, Range, BDO USA, among others. Browse the listings above to see every active employer.
Yes — 118 of the 925 open finance & accounting positions offer remote or hybrid work (22 remote, 96 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
