- Truist (Columbia, MD)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… 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
- CBRE (Washington, DC)
- SP - Associate Broker Job ID 179819 Posted 26-Aug-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/ Brokerage Location(s) ... States of America **About the Role:** As a CBRE SP- Associate , you will be responsible for developing business, marketing...behalf of clients. This job is part of the Brokerage job function. They are responsible for the buying,… more
- CBRE (Washington, DC)
- SP - Associate Broker Job ID 176087 Posted 23-Jul-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/ Brokerage Location(s) ... career with CBRE? **About the Role:** As a CBRE SP- Associate , you will be responsible for developing business, marketing...behalf of clients. This job is part of the Brokerage job function. They are responsible for the buying,… more
- WTW (Potomac, MD)
- …benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies ... As a Healthcare Financial/Actuarial Associate Director you will be a key member...calculating reserves + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (Potomac, MD)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... Nashville, TN, Potomac, MD As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (Potomac, MD)
- As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... Proactively advising clients and ensuring the delivery of superior client service + Playing a key role...health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role… 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
- Morgan Stanley (Washington, DC)
- …Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to ... a diverse client base, which includes governments, institutions, corporations and individuals...to support Calvert COO Team - Five plus years brokerage and/or paralegal experience at a law firm or… more