- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- Bank of America (Virginia Beach, VA)
- Private Wealth Client Associate Virginia Beach, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Virginia-Beach/Private-Wealth- Client - Associate \_25034692) **Job Description:** Merrill Wealth Management is… more
- Wells Fargo (Suffolk, VA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Public Consulting Group (Richmond, VA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... and Regional Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is responsible for the day-to-day operations, … more
- Raymond James Financial, Inc. (Richmond, VA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. + Opens new client accounts and researches client and security… more
- WTW (Arlington, VA)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... relationships, strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and … more
- Navient (Richmond, VA)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** + Act as a professional brand ambassador by promptly responding to client … more
- Capital One (Mclean, VA)
- Senior Associate , Product Management - Client Acquisition & Management Experiences Product Management at Capital One is a booming, vibrant craft that requires ... a strong capacity to plan, execute, and deliver results, translating complex client and associate requirements into high-value, streamlined product solutions.… more
- Capital One (Richmond, VA)
- Senior Associate , Product Management - Client Onboarding Experience Product Management at Capital One is a booming, vibrant craft that requires reimagining the ... a fully integrated Product, Design & Tech team building both client -facing and associate -facing experiences, as well as the back-end services to support variable… more
- Raymond James Financial, Inc. (Alexandria, VA)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work ... administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure … more