- Bank of America (Vienna, VA)
- Wealth Management Client Associate Vienna, Virginia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Morgan Stanley (Potomac, MD)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the direction of clients and/or… more
- CIBC (Washington, DC)
- …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 ... This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. At CIBC we enable the work environment most optimal… more
- HUB International (Rockville, MD)
- …and we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our ... forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming account transition, creating CRM profiles,… 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 creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. * Opens new client accounts and researches client and security… more
- Morgan Stanley (Mclean, VA)
- …**Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Virginia-Mclean* **Requisition ID:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… 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...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- HSBC (Vienna, VA)
- …people, our investors, our communities and the planet we all share. As our Client Experience Associate , you'll help new and current Wealth Center customers feel ... banking experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet and assist customers who visit the… 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 ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… 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
- KPMG (Alexandria, VA)
- **Business Title:** Senior Associate , Client and Engagement Acceptance **Requisition Number:** 119383 - 94 **Function:** Business Support Services **Area of ... future as we are, join our team. KPMG is currently seeking a Senior Associate , Client and Engagement Acceptance to join our Client and Engagement Acceptance… 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 ... them succeed in leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly detail-oriented individual with… 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...leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for an individual… more
- Public Consulting Group (Washington, DC)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations** Client Success Partners ... of the EDPlan Innovations Team. This position will be responsible for engaging client stakeholders for EDPlan Innovation projects. Client Success Partners are… 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,...This position may report to either a SBS COE Client Success Director or a Client Success… 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)
- …service and operations for clients: + initiative planning and ongoing client relationship management + collaborate with external vendors, external consultants, ... transferring knowledge, best practices (external and internal), methodology, and tools to client organizations. + Responds to inquiries and questions in a timely… more
- Morgan Stanley (Potomac, MD)
- …and accurately to client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team and is responsible for ... / Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates enrollment campaigns/meetings for existing clients… more
- Banfield Pet Hospital (Manassas, VA)
- The Client Care Associate 's primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via ... of Mars, Inc. within self and team. * Resolve client problems by determining the cause of the issue,...where pets are present. Experience, Education and/or Training: * Associate 's degree preferred, or the equivalent combination of education,… more