- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... be based in Baltimore, MD. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client … more
- CIBC (Washington, DC)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. At CIBC we enable the work environment… more
- 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
- 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** Client Success Partners ... of the EDPlan Innovations Team. This position will be responsible for engaging client stakeholders for EDPlan Innovation projects. Client Success Partners are… 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
- 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
- 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
- Capital One (Mclean, VA)
- Cyber Client Assurance, Principal Associate Capital One is seeking a Cyber Client Assurance Principal Associate . Cyber External 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 (Columbia, MD)
- Wealth Management Client Associate Columbia, Maryland **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
- 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
- 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 ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- M&T Bank (Baltimore, MD)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more
- NTT America Solutions, Inc. (Annapolis, MD)
- …+ Adheres to pre-defined departmental objectives and metrics to provide high level of client service . + Performs other tasks as assigned. + Regular, predictable ... + Possess excellent verbal and written communication skills + Possess excellent client service skills + Ability to Present Weekly, Monthly and Quarterly up to… 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
- Huntington National Bank (Annapolis, MD)
- …process. + Work with internal sales and operations channels in addition to third-party service providers to provide a seamless client experience. + Deliver on ... Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and… more
- Banfield Pet Hospital (Waldorf, MD)
- Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the… more