- HUB International (Bethesda, 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 ... account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming account transition, creating… more
- Raymond James Financial, Inc. (Timonium, MD)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Citigroup (Bethesda, MD)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Job Description** Responsibilities Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and ... mailings. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Public Consulting Group (Washington, DC)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations - EDPlan Health- School Nurse** ... Client Success Partners are integral members of the EDPlan...union, or domestic partnership status, past or present military service , citizenship status, family medical history or genetic information,… more
- Raymond James Financial, Inc. (Washington, DC)
- …branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense ... reports. Opens new client accounts and researches client and security information using internal databases and other technologies. For proper maintenance and to… more
- Public Consulting Group (Washington, DC)
- …Equitable Education + Recovery Services **Duties and Responsibilities** + Supports customer service and operations for clients: + initiative planning and ongoing ... client relationship management + collaborate with external vendors, external...union, or domestic partnership status, past or present military service , citizenship status, family medical history or genetic information,… 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 ... as necessary. + Work closely with RPW leaders and advisors on retirement plan client service and interaction: + Lead and manage the client relationship for… more
- Robert Half Legal (Baltimore, MD)
- …or similar platforms is a plus. High level of professionalism, discretion, and client service skills. Associate 's degree or higher preferred; certification ... and deadlines, while prioritizing and making necessary adjustments as conflicts arise. Client Interaction: Serve as a point of contact for clients, opposing counsel,… more
- WTW (Cockeysville, MD)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) is responsible...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Sodexo (Dulles, VA)
- …high-level client relationship management? SodexoLive! is seeking a Senior National Client Executive ( Associate Vice President) to drive success in our ... key client stakeholders, ensuring seamless alignment between their objectives, partners & service solutions. + Blend brand vision with client goals to drive… more
- Bank of America (Columbia, MD)
- Wealth Management Client Associate (FP) Columbia, Maryland **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
- Bank of America (Hunt Valley, MD)
- Wealth Management Client Associate Hunt Valley, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- NTT America Solutions, Inc. (Annapolis, MD)
- …you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, implementation, and ... to departmental objectives and metrics to provide a high level of client service Manages approved corporate strategic projects. + Manages key support systems… more
- Banfield Pet Hospital (Hanover, MD)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (Bowie, MD)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (Silver Spring, MD)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... + Preventative care and OWPs + Communication Skills + Client Service Skills + Priority Setting +...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets… more
- Broadridge Financial Solutions (Annapolis, MD)
- …along the way, come join the Broadridge team. Broadridge is hiring! Were seeking a Client Service Account Manager. Join our dynamic team and become a key player ... with other knowledgeable resources Qualifications: + Minimum 5 years of experience in client service / customer support role preferably in financial services… more
- VCA Animal Hospitals (Columbia, MD)
- ** Client Service Representative** Are you looking...hearing from you soon. **If you are a current associate , you will need to apply through our internal ... **VCA Columbia Animal Hospital at Centre Park** is seeking an **Experienced Client Service Representative** to join **our team** full time! We are proud to… more
- Xerox (Washington, DC)
- …be resolved by Associate I helpdesk employees. + Identified as technical and client service advanced support - provides day to day procedural and technical ... findings. + Contributes to the development of technical and client service process documentation responsibilities as assigned....resolved directly over the phone. + The Help Desk Associate will apply remote Service diagnostics to… more