- 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 ... with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the direction of… more
- Morgan Stanley (Bethesda, 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-Bethesda*… more
- Morgan Stanley (Washington, DC)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *District of ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Washington, DC)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *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
- Morgan Stanley (Potomac, MD)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Maryland-Potomac* ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… 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
- Raymond James Financial, Inc. (Rockville, MD)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… 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
- Robert Half Office Team (Columbia, MD)
- Description We are offering a short term contract employment opportunity for a Client Service Coordinator - Associate in the Investment Advisory industry, ... based in Columbia, MD. The role primarily involves administrative support and client service coordination duties, and requires individuals with a strong customer… 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
- Truist (Columbia, MD)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Morgan Stanley (Potomac, MD)
- …the Financial Advisors / Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates enrollment campaigns/meetings ... client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… 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
- 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
- Bank of America (Bethesda, MD)
- Wealth Management Client Associate Bethesda, 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
- 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