- 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 ... cyber, technology, or risk management professionals who have a wealth of experience and a demonstrated ability to self motivate in unknown environments while… more
- 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 ... results focused and effective **Position Overview:** The **Private Wealth Client Associate ** role is a sales support...oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to… 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 ... will possess:** + Strong strategic, analytical, and data-analysis skills + Demonstrated experience and results in strategic client facing (in-person, phone,… more
- Morgan Stanley (Mclean, VA)
- … Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ... (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Virginia-Mclean* **Requisition ID:**… 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 ... direct control. + Highly organized and detail-oriented. Education and Experience + A bachelor's or associate 's degree...degree in a business-related field is preferred. + Previous experience with financial services and/or client services… 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...for processing at the direction of the FA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* _*Education and/or Experience *_… 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...for processing at the direction of the FA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* *Education and/or Experience *… 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 ... multiple business units and teams for troubleshooting and delivering a seamless client experience . **Learn.** You will continually upgrade your knowledge and… 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 ... the financial advisors and branch office. + Opens new client accounts, researches client and security information...level of customer service. **Education** High School (HS) **Work Experience ** General Experience - 3 to 6… 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...+ Strong strategic, analytical, and data-analysis skills + Demonstrated experience and results in strategic client facing… more
- Bank of America (Norfolk, VA)
- Wealth Management Client Associate Norfolk, Virginia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Public Consulting Group (Richmond, VA)
- … with electronic nursing documentation (SIS or EHR) + 2-5 years' experience managing client relationships + Strong understanding of EDPlan, specifically ... is a member of a family of companies with experience in all 50 states, and clients in six...the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations** Client … more
- Public Consulting Group (Richmond, VA)
- …lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers ... the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client … 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
- 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...phone and mail) **Education** High School (HS) (Required) **Work Experience ** Manager Experience - None **Certifications** **Travel**… 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 ... even better if you also had ** **:** + Experience with PeopleSoft general ledger and query preferred +...to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Business &… 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 ... even better if you also had ** **:** + Experience with PeopleSoft general ledger and query preferred +...to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor-Small Bus & Tax **Sponsored… 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...employees **Qualifications:** + Bachelor's degree preferred + Prior knowledge of/ experience with Medicare and OASIS a plus + Prior… more
- Public Consulting Group (Richmond, VA)
- …lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers ... service and operations for clients: + initiative planning and ongoing client relationship management + collaborate with external vendors, external consultants,… more
- ADP (Norfolk, VA)
- …internally and externally across the enterprise to ensure we are providing the best client experience and are achieving our business objectives + Ability to ... success of this position is measured by the quality, client retention, productivity and associate advancement and...THIS ROLE:** _Requirements_ + 12+ years of directly related experience in a client service or implementation… more