- HUB International (Rockville, MD)
- …are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in ... + Run reports and provide status updates to senior client service associate (s) on new...services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but… more
- Bank of America (Washington, DC)
- Wealth Management Client Associate Washington, District of Columbia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- T. Rowe Price (Owings Mills, MD)
- …to improve the daily operations of the plan + May support development of a service strategy, depending upon the client complexity and retention risk + Serves as ... in internal activities and initiatives designed to improve the Client Administration/ Retirement Plan Services process and ensure...+ Works with internal partners on best practices and service value to position to win Qualifications Required: +… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …save for their future. Our company offers employers the ability to provide retirement savings plans to their employees through 401(k), 403(b) or other qualified ... people who support our clients and their employees with their retirement savings plans' operation. **Essential Duties and Responsibilities** * Answers in-bound… more
- T. Rowe Price (Owings Mills, MD)
- …us and grow your career with us. As a Product Analyst on the Self- Service Team within the Individual Investors Client Experience (IICX) organization, you will ... central in the digital service transformation agenda in enabling growth and service messaging and engaging the self-serve client . Reporting to the Senior… more
- T. Rowe Price (Baltimore, MD)
- …client . Escalates relevant issues to senior team members or management. Applies high client service protocols to ensure client satisfaction. + Develops ... a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The… more
- HUB International (Rockville, MD)
- …service needs to reveal opportunities for advice and counsel + Coordinate with the Client Service Associate to prepare the review materials + Complete ... to close plans as necessary. + Work closely with RPW leaders and advisors on retirement plan client service and interaction: + Lead and manage the client … more
- H&R Block (Fort Meade, MD)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... **552052BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Audacy (Washington, DC)
- **Overview** **Job Title: Sales Associate ** **Department:** Sales **Reporting To:** Sales Manager **Employment Type:** Full-Time **Pay Transparency:** The ... time off (sick, flex-time away/vacation days, personal, parental, volunteer), 401(k) retirement plan, student loan payment assistance program, legal assistance, life… more
- EAB (Washington, DC)
- …objectives for client colleges and universities across the country. The Associate Principal position works closely with a data analyst team to find data-based ... information, visit our careers page. The Role in Brief: Associate Principal, Financial Aid Optimization Our Financial Aid Optimization...families + Learn the recent enrollment history for each client , as well as their goals and objectives +… more
- EAB (Washington, DC)
- …For more information, visit our Careers page. The Role in Brief: Associate Director, Account Management (Research) Our staff represents EAB's commercial division at ... to map commercial strategy to partner's needs, while balancing EAB interests. Associate Directors in Research Account Management: + Are the senior contact for… more
- EAB (Washington, DC)
- …awards. For more information, visit our careers page. The Role in Brief: Associate Director, Research Advisory Services EAB is the leading global provider of ... and K-12 institutions. Our research programs help executives at client organizations educate stakeholders, make research-informed decisions, and speed implementation… more
- WSP USA (Washington, DC)
- **This Opportunity** WSP is currently initiating a search for an ** Associate Acoustic Consultant** for our **Los Angeles, CA** office. The following locations will ... and be a part of a growing organization that meets our client 's objectives and solves their challenges. **Your Impact** Responsibilities include: + Development… more
- Johns Hopkins University (Washington, DC)
- …to the search firm at the contact information below: Chanel Smith, Senior Associate - ###@kornferry.com Vickie Antolini, Senior Client Partner Ken Kring, Senior ... DC, represents a transformative opportunity to advance policy innovation and public service . Announced in October 2023, the SOGP is dedicated to addressing today's… more
- H&R Block (Fort Meade, MD)
- **535629BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help ... ** Joining H&R Block as a new, seasonal **Tax Associate ** means you'll have the support of our expert...or related field + Previous experience in a customer service or retail environment + Experience working in a… more
- H&R Block (Hanover, MD)
- **526260BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help ... ** Joining H&R Block as a new, seasonal **Tax Associate ** means you'll have the support of our expert...or related field** + **Previous experience in a customer service or retail environment** + **Experience working in a… 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
- OCT Consulting, LLC (Washington, DC)
- …intellectually curious, organized, diligent, and detail-oriented Management Consulting Analyst or Associate to support a government client 's Front Office ... Management Consulting Analyst/ Associate OCT Consulting LLC is a boutique management...Your first, longer-term project will involve supporting a government client 's high-level acquisition and program management review board. This… more
- Grant Thornton (Washington, DC)
- …to extend your technical knowledge, work across new projects, and provide excellent client service and help you achieve more, confidently. Your day-to-day may ... Grant Thornton is seeking a Not-for-Profit Tax Senior Associate to join the team in Manhattan/New York,...staff, prepare more complex tax returns, and assist in client management and practice development activities because together is… more
- JPMorgan Chase (Bowie, MD)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to… more