- Bank of America (Washington, DC)
- Wealth Management Client Associate Part - Time Washington, District of Columbia **Job Description:** Merrill Wealth Management is a leading provider of ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (Washington, DC)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- 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 ... and collaborating with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the… more
- Morgan Stanley (Bethesda, MD)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Maryland-Bethesda*… 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...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Morgan Stanley (Potomac, MD)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Maryland-Potomac* ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… 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 provide exceptional ...of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds,… more
- Raymond James Financial, Inc. (Reston, VA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Raymond James Financial, Inc. (Washington, DC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- DSPolitical (Washington, DC)
- …ambitious candidate to work in DSPolitical's Client Services team! As a Client Services Associate , you will assist with trafficking campaigns to the ... of any issues or concerns. + Traffic creative between client and Programmatic Trading team, using understanding of ...as needed. + Support clients on Deploy (our self service tool) by advising on and utilizing best practices… 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 ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Community Clinic Inc. (Silver Spring, MD)
- …the way to a more equitable health care system for everyone. POSITION SUMMARY: The WIC Client Services Associate assists with the delivery of WIC services ... + Experience in health or human service delivery providing client information, referral services , or performing eligibility determination, intake procedures,… more
- BAYADA Home Health Care (Gaithersburg, MD)
- BAYADA Home Health Care has an immediate opening for a ** Client Services Associate ** in our **Montgomery County Home Health office in Gaithersburg, MD.** If ... care to our clients. **Responsibilities:** + Provide superior customer service and quality home care + Focus on managing...quality home care + Focus on managing coordination of client services and emergent scheduling issues +… 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 ... control, and manage cyber risk for B2B commercialized software and services . Associates within CECA are highly-skilled information security, cyber, technology, or… 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...One Shopping + Integrate Capital One Shopping's products and services with our merchant partners + Leverage data to… 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
- Truist (Reston, VA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- FREEMAN (Alexandria, VA)
- …exhibitions, exhibits, and events that drive audiences to action. The integrated full- service solutions leverage a 96-year legacy in event management as well as ... billing, and solicit new & repeat business while providing excellent customer service to all clients, both internal & external. Assists in resigning existing… 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
- The ODP Corporation (Alexandria, VA)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more