- 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 ... investment products and services for individuals, companies, and institutions. Merrill Wealth Management...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- Wells Fargo (Alexandria, VA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… 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 ... and collaborating with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the… 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 (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...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… 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 ...of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds,… more
- Raymond James Financial, Inc. (Reston, VA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic inquiries and scheduling… more
- DSPolitical (Washington, DC)
- …ambitious candidate to work in DSPolitical's Client Services team! As a Client Services Associate , you will assist with trafficking campaigns to the ... of any issues or concerns. + Traffic creative between client and Programmatic Trading team, using understanding of ...as needed. + Support clients on Deploy (our self service tool) by advising on and utilizing best practices… 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 ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- BAYADA Home Health Care (Gaithersburg, MD)
- …superior customer service and quality home care + Focus on managing coordination of client services and emergent scheduling issues + Manage your Client ... BAYADA Home Health Care has an immediate opening for a ** Client Success Associate /Intake Specialist** in our **Gaithersburg, MD Home Health Office** . If you are… 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 ... control, and manage cyber risk for B2B commercialized software and services . Associates within CECA are highly-skilled information security, cyber, technology, or… 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 ... leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly...One Shopping + Integrate Capital One Shopping's products and services with our merchant partners + Leverage data to… 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
- FREEMAN (Alexandria, VA)
- …well as new technologies to deliver moments that matter. **Summary** The Associate Client Relationship Manager assists with developing relationships and ... of Audio Visual projects, coordinating team efforts to achieve client vision. Responsible for processing orders, complete billing, and...+ Conduct follow up calls to customers to ensure service excellence. + Cross-sell all Freeman services .… 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)
- …and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations** Client ...Success Partner role will focus on multiple products and services within EDPlan with a focus on EDPlan Health,… more
- Public Consulting Group (Washington, DC)
- …of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client Success ... and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000… 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)
- …and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... visit www.publicconsultinggroup.com . **Duties and Responsibilities** + Supports customer service and operations for clients: + Responsible for initiative planning… more