- Raymond James Financial, Inc. (Richmond, VA)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking of ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...order from clients at the direction of the Financial Advisor . + Receives unsolicited orders from the clients; may… more
- Raymond James Financial, Inc. (Norfolk, VA)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- Wells Fargo (Mclean, VA)
- …seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business ... clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or… more
- PNC (Ashburn, VA)
- …value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by delivering ... to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will...about these and other programs, including benefits for full time and part - time employees, visit… more
- Anywhere Real Estate (Virginia Beach, VA)
- The ** Client Experience Specialist** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a ... the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the...+ 401(k) savings plan with company match + Paid Time Off to Include Holidays, Vacation Time ,… more
- HUB International (Mclean, VA)
- …preparing client reviews and providing administrative support to the advisor 's to ensure our clients experience outstanding service. The successful candidate ... you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the...International. Let's grow together.** If you're ready to be part of a company where your voice matters, your… more
- Pegasystems (Alexandria, VA)
- …and empower them to become more efficient, smarter, and most importantly, customer-centric. Our Client Success team is an integral part of our rapid growth ... Sr. Client Success Manager - Fed Financials Job Category:...**What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple people in the account to… more
- Oracle (Richmond, VA)
- **Job Description** Are you motivated by building strong client relationships and solving complex challenges? Join Oracle Health as an Oracle Health Senior Support ... clinicians and patients, we invite you to be a part of our collaborative team. At Oracle Health, we...Do: + Serve as the primary contact and trusted advisor for all change and incident management at a… more
- Kuehne+Nagel (Dulles, VA)
- …manage and mitigate risks associated with their supply chain. At the same time , your work helps create memorable experiences for people around the world. For ... delivery, drive organic growth, and act as a trusted advisor to clients. This is an ideal role for...clients. This is an ideal role for a detail-oriented, client -focused professional who thrives in a dynamic, collaborative environment.… more
- AECOM (Roanoke, VA)
- …and build legacies for future generations. There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are ... bring your bold ideas and big dreams and become part of a global team of over 50,000 planners,...Join us. **Job Description** **AECOM** is searching for a **Project- Client Manager** in our **Roanoke, VA** office to lead… more