- Morgan Stanley (Potomac, MD)
- …the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through ... Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at...65 (RA) * Two or more years of industry experience preferred * Strong industry, product, and branch procedures… 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 ... cyber, technology, or risk management professionals who have a wealth of experience and a demonstrated ability to self motivate in unknown environments while… more
- CIBC (Washington, DC)
- … client transactions, and assist with new account setups to ensure a seamless client experience . Anticipate and address client needs promptly to deliver ... 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 transactions… more
- HUB International (Rockville, MD)
- …creating CRM profiles, etc. + Review processes and make suggestions to improve the client experience + Prepare for client meetings and follow-up after ... our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement...administrative support to the advisor's to ensure our clients experience outstanding service. The successful candidate must be a… 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 ... will possess:** + Strong strategic, analytical, and data-analysis skills + Demonstrated experience and results in strategic client facing (in-person, phone,… more
- Morgan Stanley (Mclean, VA)
- … Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ... (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Virginia-Mclean* **Requisition ID:**… more
- Morgan Stanley (Alexandria, VA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Virginia-Alexandria* **Requisition ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...for processing at the direction of the FA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* _*Education and/or Experience *_… more
- Morgan Stanley (Bethesda, MD)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Maryland-Bethesda* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...for processing at the direction of the FA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* *Education and/or Experience *… 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...+ Strong strategic, analytical, and data-analysis skills + Demonstrated experience and results in strategic client facing… more
- Public Consulting Group (Washington, DC)
- … with electronic nursing documentation (SIS or EHR) + 2-5 years' experience managing client relationships + Strong understanding of EDPlan, specifically ... is a member of a family of companies with experience in all 50 states, and clients in six...the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations** Client … more
- Public Consulting Group (Washington, DC)
- …lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers ... the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client … more
- Raymond James Financial, Inc. (Reston, VA)
- …branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense ... reports. Opens new client accounts and researches client and security...phone and mail) **Education** High School (HS) (Required) **Work Experience ** Manager Experience - None **Certifications** **Travel**… 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 industry ... attention to detail + Strong verbal and written communication skills + Client facing experience ; strong background and interest in the fields of operations and… more
- Public Consulting Group (Washington, DC)
- …lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers ... service and operations for clients: + initiative planning and ongoing client relationship management + collaborate with external vendors, external consultants,… more
- TIAA (Washington, DC)
- …legal advice and strategic guidance for TIAA's marketing and communications and client experience solutions, including developing TIAA and Nuveen B2B and ... ** Associate General Counsel** The Director, Associate ...materials and campaigns, supporting brand initiatives, advising on digital client experience and design matters, and providing… more
- Morgan Stanley (Potomac, MD)
- …member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered ... / Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Williams Adley (Washington, DC)
- …honesty, integrity, and transparency means we frequently go beyond the typical "vendor/ client " relationship, becoming trusted advisors to our clients. Check out our ... (https://vimeo.com/734781115) to learn more about our team! The Opportunity: The Associate is responsible for performing information systems security and assurance… more
- Censeo Consulting Group (Washington, DC)
- …+ Experience leading cross-functional teams and providing an exceptional client experience + Demonstrated effectiveness applying program management practices ... use them to help shape our growing firm in ways that reach far beyond client projects. The Position: We are looking for eager, driven candidates with experience … more
- Somatus (Mclean, VA)
- …and Clinical teams to ensure that we are providing a seamless and cohesive client experience + Update key performance metrics and client interactions ... to ensure that we are delivering a stellar service experience to our clients. The Customer Success Associate...degree required + At least 2 years of professional experience in healthcare, client management, or business… more
- Guidehouse (Mclean, VA)
- …**Clearance Required** **:** None **What You Will Do** **:** ** Associate Director-Regulatory Rate Design.** Responsibility for delivering Regulatory Rate Design ... solutions, client management, solution implementation and solving client ...to bring comprehensive enhancements to our clients. In this ** Associate Director-Regulatory Rate Design** role, you will be working… more