- Capital One (Mclean, VA)
- …this role you will also:** + Be hyper-focused on providing an exceptional candidate and associate / client experience with each and every event we host. + Be ... Associate , University Events Lead With 13 different programs...develop their teams, all while providing a world-class candidate experience . If you are passionate about people and looking… more
- 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)
- Cyber Client Assurance, Principal Associate Capital One is seeking a Cyber Client Assurance Principal Associate . Cyber External 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
- 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
- Morgan Stanley (Bethesda, MD)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *Maryland-Bethesda* **Requisition ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...reports for processing at the direction of theFA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* * High School Diploma/Equivalency *… more
- Morgan Stanley (Alexandria, VA)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Virginia-Alexandria* **Requisition ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...reports for processing at the direction of theFA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* * High School Diploma/Equivalency *… more
- NTT America Solutions, Inc. (Annapolis, MD)
- …you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, implementation, and ... **ESSENTIAL DUTIES & RESPONSIBILITIES** + Manages all aspects of client lifecycle from pre-implementation to post-implementation and account renewals, focused… 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
- NTT America Solutions, Inc. (Annapolis, MD)
- …where you can grow, belong and thrive. **Your day at NTT DATA** The Client Success Manager will be responsible for the implementation and ongoing program management ... Builds and manages effective strategic relationships with top ranked client base. **What you'll be doing** **ESSENTIAL DUTIES &...+ Working knowledge of Microsoft Office Suite + EXCEL EXPERIENCE A MUST + Working Knowledge of Data Center… more
- Raymond James Financial, Inc. (Washington, DC)
- …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** **Salary… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …mailings. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment ... participate in live meetings with the Financial Advisor and their respective client (s). Manages budgeting and tracking of Financial Advisor expenses. Creates reports… more
- Citigroup (Bethesda, MD)
- 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
- 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 ... + BS or BA degree or 8 years of equivalent experience + 0+ years of professional experience + Insurance Licensing required based on state/federal laws and/or… 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