- 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
- 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
- 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 (Alexandria, VA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Virginia-Alexandria* **Requisition ... *POSITION SUMMARY* 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
- 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
- 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
- Principal Financial Group (Columbia, MD)
- **What You'll Do** We're looking for an Associate Client Relationship Consultant to join our Group Benefits team. This role is ideal for someone who excels in ... relationship building, works well in a fast-paced environment and is eager to learn the intricacies of the employee benefits business. Once you've secured your insurance license and completed at a minimum 9+ months of training in a regional training center… 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
- 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
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …mailings. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment ... participate in live meetings with the Financial Advisor and their respective client (s). Manages budgeting and tracking of Financial Advisor expenses. Creates reports… 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
- NTT America Solutions, Inc. (Annapolis, MD)
- …where you can grow, belong and thrive. **Your day at NTT DATA** The Client Success Manager will be responsible for the implementation and ongoing program management ... the portfolio. Builds and manages effective strategic relationships with top ranked client base. **What you'll be doing** **ESSENTIAL DUTIES & RESPONSIBILITIES** +… 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
- VCA Animal Hospitals (Camp Springs, MD)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a ... Join us as an Associate Veterinarian at **VCA Coolridge Animal Hospital** and...other variable pay programs. Health & Well-being + Innovative Associate health and well-being department (Headspace app subscriptions, Vault… more
- VCA Animal Hospitals (Alexandria, VA)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a ... Join us as an Associate Veterinarian at Alexandria Animal Hospital and you'll...other variable pay programs. Health & Well-being + Innovative Associate health and well-being department (Headspace app subscriptions, Vault… more
- VCA Animal Hospitals (Edgewater, MD)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a ... Join us as an ** Associate Veterinarian** at **VCA South Arundel Animal Hospital**...other variable pay programs. Health & Well-being + Innovative Associate health and well-being department (Headspace app subscriptions, Fidelity… more