- Raymond James Financial, Inc. (Rockville, MD)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **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
- Truist (Rockville, MD)
- …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
- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Robert Half (Mclean, VA)
- …You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities. + You view client challenges as ... JOB REQUISITION Oracle Cloud Financials Associate Director LOCATION WASHINGTON DC - MCLEAN ADDITIONAL...client requests and commitments . Protiviti is not registered to hire or employ personnel in the following… more
- Compass Group, North America (Leesburg, VA)
- …The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. ... the Internet + Must be willing to participate in client satisfaction programs/activities + ServSafe certified - highly desirable...Time Off (varies by site/state) + Personal Leave + Associate Shopping Program + Health and Wellness Programs +… more