- M&T Bank (Baltimore, MD)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... team members. **Primary Responsibilities:** + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… more
- HUB International (Rockville, MD)
- …other client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming account ... 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… more
- Deloitte (Mclean, VA)
- … wealth management. You will help present your team's findings to senior client stakeholders, implement recommendations, and begin to build long-term trusted ... Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market… more
- JPMorgan Chase (Washington, DC)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- Cherry Bekaert (Rockville, MD)
- …practice, we are currently seeking a Senior Associate for our national ... expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We...with a forward-looking lens of the future. **As a Senior Associate , you will:** Work with a… more
- Cherry Bekaert (Rockville, MD)
- …and presents a strong opportunity for advancement. **What your day(s) looks like:** The Senior Associate will be an important part of a multi-disciplined team, ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- WTW (Arlington, VA)
- …Willis Towers Watson quality standards + Develop and maintain selected key accounts and trusted client relationships at a senior level in a way that results in ... way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client ...consulting advice, accurate technical content and engaging deliverables to senior leaders in client companies + Use… more
- T. Rowe Price (Baltimore, MD)
- …messaging, target audience profile, and campaigns with a focus on the client experience journey and needs. Analyzes client requirements to prioritize ... Asset Class Product Managers, Sales and Marketing teams. Requires deep client knowledge and asset management experience. Responsibilities + Establishes the strategic… more
- Guidehouse (Mclean, VA)
- …now seeks to expand its leadership team by recruiting a strong business-building Associate Director who will be fundamental to this growth strategy. This new hire ... will be a senior business builder with a high-profile personal network with...key go-to-market strategies for Risk and Compliance including new client development and existing client expansion with… more