- HSBC (Vienna, VA)
- …our people, our investors, our communities and the planet we all share. As our Client Experience Associate , you'll help new and current Wealth Center ... experience , including operations and customer service experience . As our Client Experience Associate you will: + Greet and assist customers who visit… 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)
- 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
- Morgan Stanley (Washington, DC)
- … Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ... diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *District of Columbia-Washington*… 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 (Annapolis, MD)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Maryland-Annapolis* **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
- 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
- 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
- Astrix Technology (Washington, DC)
- …Regulatory Information Management (RIM) + Must have a successful history of performing client prospecting and selling activities. + Experience is a collaborative ... clients and quickly build relationships with key stakeholders. + Experience serving as Client advocate to resolve...representative of those that must be met by an associate to successfully perform the essential functions of this… 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
- The Cigna Group (Mclean, VA)
- …and broker inquiries through service plans to facilitate results attainment for the client experience and net promoter score (NPS), persistency and overall ... local Cigna office 2-3 days per week._** The Sales Client Account Support Senior Analyst role provides professional input...customer growth. The ideal candidate will have demonstrated experience and ability to manage all services aspects of… more