- Morgan Stanley (Potomac, 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-Potomac*… 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
- HUB International (Bethesda, MD)
- …and we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate -** **Financial Wellness** to join our Retirement ... + Proactively and timely prepare internal reports, spreadsheets, and analysis on client service needs to reveal opportunities for advice and counsel + Work… 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
- Truist (Reston, VA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… 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 (Laurel, MD)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... Profile The role of the Shift Lead is to perform the duties of a Client Service Coordinator when not filling in or assisting the Practice Manager or Chief of… 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
- Banfield Pet Hospital (Herndon, VA)
- …day-to-day supervision ofthe paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. ... Provide professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about… more
- Banfield Pet Hospital (Annandale, VA)
- …day supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. ... that would imped e the doctors in providing world class preventive care and client service . Confer with field leadership and a ssist with client resolution… more
- Evolent Health (Washington, DC)
- …to work collaboratively with other Client Service Leaders including our Client Service Associate Director and Director may also be available. **What ... requests in accordance with departmental policies, regulatory requirements, and client contractual agreements. **Collaboration Opportunities** : The Coordinator, Intake… 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
- Bank of America (North Bethesda, MD)
- Wealth Management Client Associate North Bethesda, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Bank of America (Reston, VA)
- Wealth Management Client Associate Reston, Virginia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... 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
- DSPolitical (Washington, DC)
- …ambitious candidate to work in DSPolitical's Client Services team! As a Client Services Associate , you will assist with trafficking campaigns to the ... of any issues or concerns. + Traffic creative between client and Programmatic Trading team, using understanding of ...as needed. + Support clients on Deploy (our self service tool) by advising on and utilizing best practices… more
- Community Clinic Inc. (Silver Spring, MD)
- …way to a more equitable health care system for everyone. POSITION SUMMARY: The WIC Client Services Associate assists with the delivery of WIC services at a ... A high school diploma or GED. + Experience in health or human service delivery providing client information, referral services, or performing eligibility… more