- 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 ... an example * Review and take appropriate action on client account alerts *OTHER* * Partner with Financial... Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input… 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 direction of Financial Advisors * Prepare financial plans, client reports, and other materials… more
- 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
- Raymond James Financial, Inc. (Washington, DC)
- …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...assesses and responds to all corporate action items and client account alerts. * Prepares financial reports,… more
- Truist (Columbia, MD)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES… more
- Bank of America (Vienna, VA)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... Wealth Management Client Associate Vienna, Virginia **Job Description:**... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… 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 ... leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly...offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.… 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
- WTW (Arlington, VA)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... Valley, MD, Nashville, TN, Potomac, MD As a Healthcare Financial /Actuarial Senior Associate you will be a... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (Arlington, VA)
- …benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies ... **Description** As a Healthcare Financial /Actuarial Associate Director you will be...calculating reserves + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Ankura (Washington, DC)
- …Boston and Philadelphia. Ideal Candidate Background: + Demonstrated history of providing exceptional client service for Financial Services clients + Ability ... and legal. Senior Associates / Directors are responsible for providing superior levels of client service . You will join and influence teams and projects of all… more
- Banfield Pet Hospital (Greenbelt, 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 ... . Preventative care and OWPs . Communication Skills . Client Service Skills . Priority Setting ....vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more
- Morgan Stanley (Potomac, MD)
- … 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...Associate * * Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial … more
- Capital One (Mclean, VA)
- …investment banking through a variety of on-the-job training, detailed market analysis, financial modeling exercises, and the preparation of client engagement ... States of America, McLean, Virginia MBA Investment Banking Summer Associate - Summer 2025 Key Details: + This is...Investment banking, private equity, or transaction advisory experience + Financial modeling experience, to include DCF and LBO +… more
- Morgan Stanley (Bethesda, MD)
- …basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... *POSITION SUMMARY:* Wealth Management Associates provide exceptional service to our clients and support Financial...experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular… more
- Williams Adley (Washington, DC)
- …honesty, integrity, and transparency means we frequently go beyond the typical "vendor/ client " relationship, becoming trusted advisors to our clients. Check out our ... learn more about our team! The Opportunity: The Senior Associate is responsible for conducting detailed test work and...report any discrepancies within a company or other agency's financial records. If an error has occurred, it is… more