- Morgan Stanley (Potomac, MD)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the direction of… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative… more
- CIBC (Washington, DC)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. At CIBC we enable the work environment… more
- Morgan Stanley (Annapolis, MD)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Maryland-Annapolis* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Washington, DC)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *District of ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- HUB International (Rockville, MD)
- …and we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team ... account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming account transition, creating… more
- Citigroup (Washington, DC)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Public Consulting Group (Annapolis, MD)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations** Client Success Partners ... of the EDPlan Innovations Team. This position will be responsible for engaging client stakeholders for EDPlan Innovation projects. Client Success Partners are… more
- Public Consulting Group (Annapolis, MD)
- …the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client ... program returns. This role must effectively integrate capabilities in client management and project management, collaborating with Operations, Product, Program… more
- Public Consulting Group (Annapolis, MD)
- …Equitable Education + Recovery Services **Duties and Responsibilities** + Supports customer service and operations for clients: + initiative planning and ongoing ... client relationship management + collaborate with external vendors, external...union, or domestic partnership status, past or present military service , citizenship status, family medical history or genetic information,… more
- Morgan Stanley (Potomac, MD)
- …the Financial Advisors / Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates enrollment campaigns/meetings ... client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Banfield Pet Hospital (Kensington, MD)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity * Helping create an… more
- HUB International (Rockville, MD)
- …service needs to reveal opportunities for advice and counsel + Coordinate with the Client Service Associate to prepare the review materials + Complete ... as necessary. + Work closely with RPW leaders and advisors on retirement plan client service and interaction: + Lead and manage the client relationship for… more
- Capital One (Mclean, VA)
- Center 3 (19075), United States of America, McLean, Virginia Cyber Client Assurance, Principal Associate Capital One is seeking a Cyber Client Assurance ... delivery and innovation to create repeatable processes that effectively respond to client requests, including but not limited to assessment responses and contract… more
- Bank of America (Washington, DC)
- Wealth Management Client Associate Washington, District of Columbia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- KPMG (Alexandria, VA)
- **Business Title:** Senior Associate , Client and Engagement Acceptance **Requisition Number:** 119383 - 94 **Function:** Business Support Services **Area of ... join our team. KPMG is currently seeking a Senior Associate , Client and Engagement Acceptance to join...interactions + Engage with stakeholders with respect to delivery, service line agreements (SLAs), escalating expedited requests + Use… more
- Capital One (Mclean, VA)
- Center 1 (19052), United States of America, McLean, Virginia Senior Associate - Client Development Capital One Shopping is looking for a Senior Associate to ... leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly...for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp.… more
- Capital One (Mclean, VA)
- Center 1 (19052), United States of America, McLean, Virginia Principal Associate - Client Development Capital One Shopping is looking for a Principal ... Associate to join the Partnerships Team. You'll be responsible...leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for an individual… more
- Principal Financial Group (Columbia, MD)
- **What You'll Do** We're looking for an Associate Client Relationship Consultant to join our Group Benefits team. This role is ideal for someone who excels in ... renewal analysis and negotiation, collaboratively selling additional products and service , enrolling clients in employer-paid and voluntary products and assisting… more
- Banfield Pet Hospital (Hanover, MD)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… more