- HUB International (Mclean, VA)
- …**HUB is the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our ... administrative role; must have a passion for client service . + Financial services / retirement plans experience is required. + Proven ability to manage… more
- HUB International (Mclean, VA)
- …**HUB is the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our ... matters most by providing a broad array of insurance, retirement , and wealth management products and services. But we...you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the… more
- Bank of America (North Bethesda, MD)
- Advisor Development Program Client Associate North Bethesda, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is… more
- WTW (Arlington, VA)
- …strategy development, and execution at the insurance program level. 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
- Bank of America (Vienna, VA)
- Wealth Management Client Associate Vienna, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- World Insurance Associates, LLC. (Gaithersburg, MD)
- …surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary Receives ... guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following...and manages workflow to ensure effective, timely, and efficient service delivery. + Works to achieve stated objectives and… more
- Equitable (Falls Church, VA)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... Wealth Management Associate - Retirement Benefits Group -...balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within… more
- UMB Bank (Washington, DC)
- ** RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer ... testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled… more
- WTW (Potomac, MD)
- …benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies ... **Description** 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
- H&R Block (Montgomery Village, 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 ... always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- JPMorgan Chase (Fairfax, VA)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with… more
- WTW (Arlington, VA)
- …to support client decisions + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Communicates complex ... **Description** As a Healthcare Financial/Actuarial Lead Associate you will contribute to a wide variety...quality deliverables on time and within budget + Strong client service orientation and ability to respond… 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, ... **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (Arlington, VA)
- …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...**Paid Time Off** (only included for Washington roles) + ** Retirement Benefits:** Qualified contributory pension plan (if eligible) and… more
- EAB (Washington, DC)
- …For more information, visit our Careers page. The Role in Brief: Associate Data Engineer, Data Integration Services Their primary responsibility is to develop ... of BI tools, integrations, reports, amongst other data configuration procedures between client IT systems and EAB technology. In addition, they work collectively… 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
- Grant Thornton (Arlington, VA)
- …protection issues verbally on both a formal and informal basis to all levels of client staff + Exceptional client service and communication skills, with a ... As a Cyber Privacy & Data Protection Senior Associate , you will get the opportunity to grow...to the highest degree of professional standards and strict client confidentiality + Ability to manage multiple engagements and… more
- Media Cause (Washington, DC)
- …Star. In addition to winning a number of creative and effectiveness awards for our client work, Media Cause was also honored by Inc. Magazine with a Best In Business ... a whole. Summary We are seeking a strategic, forward-thinking Associate Director, Email Marketing to lead our agency's email...ensure every message connects authentically to audience motivations and client goals. + Partner with client strategy… more
- Guidehouse (Mclean, VA)
- …and enhancing the institution's financial stability. + Proven ability to successfully lead client service delivery teams that deliver the highest quality work. + ... Required** **:** None **What You Will Do** **:** As a Project Associate Director at Guidehouse's Commercial Financial Services practice, you will leverage your… more
- EAB (Washington, DC)
- …data-powered intelligence on the employee experience, allowing us to address specific client workplace challenges. We excel in serving as our members' go-to partner ... information, visit our Careers page. The Role in Brief: Associate Director, Advisory, EAB Seramount Trusted by half of...the employee experience, which allows us to address specific client workplace challenges. Our business is in growth mode… more