- Bank of America (Virginia Beach, VA)
- Private Wealth Client Associate Virginia Beach, Virginia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... driven, resilient, results focused and effective **Position Overview:** The **Private Wealth Client Associate ** role is a sales support position, typically… more
- Bank of America (Newport News, VA)
- Wealth Management Client Associate Newport News, Virginia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Kestra Financial (Richmond, VA)
- …and excellence, ensuring every interaction is welcoming and reflects our commitment to client success. The Client Service Associate routinely interacts with ... smooth office operations. By maintaining an organized workflow, responding to client inquiries, and managing schedules and meetings, this position helps drive… more
- Raymond James Financial, Inc. (Richmond, VA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Senior Client Service Associate who is a motivated, detail oriented and creative ... to the financial advisors and branch office. + Opens new client accounts, researches client and security information and tracks daily contacts for team using… more
- Morgan Stanley (Alexandria, VA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Virginia-Alexandria* **Requisition ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- Morgan Stanley (Roanoke, VA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Virginia-Roanoke* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- Morgan Stanley (Mclean, VA)
- …**Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Virginia-Mclean* **Requisition ID:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… more
- BAYADA Home Health Care (Lexington, VA)
- BAYADA Home Health Care has an immediate opening for a ** Client Services Associate /Intake Specialist** in our **Lexington, VA Home Health Office** . If you are ... quality home care + Focus on managing coordination of client services and emergent scheduling issues + Manage your... services and emergent scheduling issues + Manage your Client Services caseload while proactively growing it + Build… 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
- 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 ... them succeed in leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly detail-oriented individual with… more
- ADP (Norfolk, VA)
- ADP is hiring ** Associate Client Support Consultants** to provide client support for ADP's payroll product. + _Are you ready to join a company offering ... You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what...will vary, as will the solutions you provide each client . There will be no shortage of new questions… 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
- H&R Block (Virginia Beach, VA)
- **558233BR** **Title:** Associate Client Advisor-Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Business & Tax **Sponsored Job:** \#LI-KM2 #LI-Onsite… more
- H&R Block (Virginia Beach, VA)
- **531195BR** **Title:** Associate Client Advisor-Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor-Small Bus & Tax **Sponsored Job:** \#LI-KM2 #LI-Onsite **Job Family:**… more
- Raymond James Financial, Inc. (Reston, VA)
- …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 (Richmond, VA)
- …the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client ... program returns. This role must effectively integrate capabilities in client management and project management, collaborating with Operations, Product,...This position may report to either a SBS COE Client Success Director or a Client Success… more
- Public Consulting Group (Richmond, VA)
- …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
- Truist (Richmond, 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 (Richmond, VA)
- …service and operations for clients: + initiative planning and ongoing client relationship management + collaborate with external vendors, external consultants, ... transferring knowledge, best practices (external and internal), methodology, and tools to client organizations. + Responds to inquiries and questions in a timely… more
- Banfield Pet Hospital (Manassas, VA)
- The Client Care Associate 's primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via ... of Mars, Inc. within self and team. * Resolve client problems by determining the cause of the issue,...where pets are present. Experience, Education and/or Training: * Associate 's degree preferred, or the equivalent combination of education,… more