- Truist (Columbia, MD)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… 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
- 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
- CBRE (Washington, DC)
- SP - Associate Broker Job ID 176087 Posted 23-Jul-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/ Brokerage Location(s) ... career with CBRE? **About the Role:** As a CBRE SP- Associate , you will be responsible for developing business, marketing...behalf of clients. This job is part of the Brokerage job function. They are responsible for the buying,… more
- CBRE (Washington, DC)
- SP - Associate Broker Job ID 179819 Posted 26-Aug-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/ Brokerage Location(s) ... States of America **About the Role:** As a CBRE SP- Associate , you will be responsible for developing business, marketing...behalf of clients. This job is part of the Brokerage job function. They are responsible for the buying,… more
- WTW (Potomac, MD)
- …benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies ... **Description** As a Healthcare Financial/Actuarial Associate Director you will be a key member...calculating reserves + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (Potomac, MD)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... Nashville, TN, Potomac, MD As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (Potomac, MD)
- …a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... Proactively advising clients and ensuring the delivery of superior client service + Playing a key role...health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role… more
- Foresters Financial Services (Silver Spring, MD)
- Sales Support Associate Sales Silver Spring , Maryland Apply Description What we need: This role supports the Registered Financial Services Sales Representative's ... business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires FINRA licensing...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- CoStar Realty Information, Inc. (Washington, DC)
- Sales Associate - LoopNet Digital Advertising - Washington, DC Job Description CoStar Group (NASDAQ: CSGP) is the world's leading global provider of commercial and ... for real estate professionals empowering many of the most well-respected brokerage firms, development companies, banks, lenders, investors and government agencies.… more
- HUB International (Rockville, MD)
- …brands (portfolio companies). **About AgencyONE:** AgencyONE is a premier insurance brokerage general agency working with financial advisors across the country to ... recipients + Coordinate and prepare life insurance policies for delivery to client + Monitor operator line for incoming voicemails **Skills/Key Competencies** +… more
- Regions Bank (Washington, DC)
- …housed within the Capital Markets Group of Regions Bank and provides client -specific off-balance sheet financing solutions through its various Agency Products - ... support guarantees + Assists Underwriters in scrubbing and analyzing information from Client for accuracy + Communicates with sponsors regarding due diligence items… more