- 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 ... with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the direction of… 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 ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *Maryland-Potomac*… 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 service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Mclean, VA)
- …**Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Virginia-Mclean* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Raymond James Financial, Inc. (Washington, DC)
- …excellence 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
- Raymond James Financial, Inc. (Reston, VA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… 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 ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Guardian Life (Washington, DC)
- ** Client Service Delivery Associate III** **-** **Preferred PST/MST time zones with salaries based on location and starting salary of $21.00 per hour with a ... 3% anual bonus target.** **Position Summary** The Customer Care Associate role supports Guardian's mission to keep our promises and serve more people by providing… more
- Public Consulting Group (Washington, DC)
- …the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client ... program returns. This role must effectively integrate capabilities in client management and project management, collaborating with Operations, Product, Program… 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
- Public Consulting Group (Washington, DC)
- …visit www.publicconsultinggroup.com . **Duties and Responsibilities** + Supports customer service and operations for clients: + Responsible for initiative planning ... and ongoing client relationship management + collaborates with external vendors, external...union, or domestic partnership status, past or present military service , citizenship status, family medical history or genetic information,… 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
- Morgan Stanley (Potomac, MD)
- …basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as… more
- Banfield Pet Hospital (Kensington, MD)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity * Helping create an… more
- Banfield Pet Hospital (Herndon, VA)
- …day-to-day supervision ofthe paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. ... Provide professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about… more
- Banfield Pet Hospital (Annandale, VA)
- …day supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. ... that would imped e the doctors in providing world class preventive care and client service . Confer with field leadership and a ssist with client resolution… more
- WTW (Potomac, MD)
- …Divisions (IVD) or Geographical Divisions. + Public Sector & Education, The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … 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 ... delivery and innovation to create repeatable processes that effectively respond to client requests, including but not limited to assessment responses and contract… more
- Bank of America (Reston, VA)
- Wealth Management Client Associate Reston, Virginia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- FREEMAN (Washington, DC)
- …as well as new technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Show Organizer Event Logistics is responsible ... and events that drive audiences to action. The integrated full- service solutions leverage a 97-year legacy in event management...client + Maintains knowledge of all products and service offerings and upsell to existing clients beyond current… more