- Bank of America (Charlottesville, VA)
- Wealth Management Client Associate Charlottesville, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlottesville/Wealth-Management- Client - Associate \_25045387) **Job Description:** _Merrill Wealth Management is… more
- Wells Fargo (Richmond, VA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… more
- Wells Fargo (Mclean, 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 ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Raymond James Financial, Inc. (Norfolk, VA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered 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
- Raymond James Financial, Inc. (Richmond, VA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- S&P Global (Charlottesville, VA)
- …of the world's largest financial institutions. **The** **Impact:** We are seeking a junior Client Services Associate to join our dynamic and global Client ... where you will provide application and technical support for our global client base. Client Success is a critical function within the business, responsible for… more
- HUB International (Mclean, VA)
- …limits - **HUB is the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our ... you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the...office. The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor's… more
- S&P Global (Charlottesville, VA)
- **About the Role:** **Grade Level (for internal use):** 07 **About the** **Role:** ** Client Services Associate , Capital Markets** **The Team:** Join a team that ... professional communication. You will serve on the Capital Markets Client Services team, where you will help clients resolve...as a team is essential in this role. Additionally, Client Services interacts with many internal teams, including Sales,… 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