- Morgan Stanley (Bethesda, MD)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Maryland-Bethesda*… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative… more
- Morgan Stanley (Frederick, MD)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Maryland-Frederick* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Baltimore, MD)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Maryland-Baltimore* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Morgan Stanley (Baltimore, MD)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Maryland-Baltimore* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (Washington, DC)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *District of ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Raymond James Financial, Inc. (Washington, DC)
- …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 (Washington, DC)
- 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
- Robert Half Office Team (Columbia, MD)
- Description We are offering a short term contract employment opportunity for a Client Service Coordinator - Associate in the Investment Advisory industry, ... based in Columbia, MD. The role primarily involves administrative support and client service coordination duties, and requires individuals with a strong customer… more
- 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
- Public Consulting Group (Washington, DC)
- …. **Duties and Responsibilities** _Clients_ + Own and manage a client portfolio and cultivate relationships with state agencies and partners + ... Federal, state, and local Medicaid School-Based program policies + Leverage client communication and management tools, structures, and best practices, collaborating… more
- Banfield Pet Hospital (Kensington, MD)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity * Helping create an… more
- Morgan Stanley (Lutherville, MD)
- …and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of ... and performance measurement for technically advanced accounts. *DUT**I**E**S and RESPONSIBILITIES:* ** * Client Service :* As a key member of the service team,… more
- Ensono (Washington, DC)
- Associate Client Engagement ManagerRemote - United StatesJR010794 At Ensono, our **Purpose is to be a relentless ally, disrupting the status quo and unleashing ... Summary:** The Associate Account Manager, known as Associate Client Engagement Manager at Ensono, is...at Ensono, responsible for the commercial relationship with the client and maximizing current service portfolio with… 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
- Bank of America (North Bethesda, MD)
- Wealth Management Client Associate North Bethesda, 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 (Frederick, MD)
- - Registered Wealth Management Client Associate - (FP) Frederick, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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 ... leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly...for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp.… 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
- JPMorgan Chase (Washington, DC)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more