- 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
- Public Consulting Group (Washington, DC)
- …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. (Washington, DC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Public Consulting Group (Washington, DC)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the... Success Partners (CSP) are key members of the Client Success Team within the School Based Services (SBS)… more
- Citigroup (Bethesda, MD)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… 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
- FREEMAN (Alexandria, VA)
- …as well as new technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Show Organizer Event Logistics is responsible ... will execute the event plan in alignment with the client 's budget. This position will support our Show Organizer...events once the business has been sold + Manages client requirements, expectations, scope changes per event + Liaison… more
- Evolent (Washington, DC)
- …the impact of our specialty programs and administrative platform. **Role Overview:** The Associate Director role on Client Analytics will support both internal ... for the mission. Stay for the culture. **What You'll Be Doing:** The Client Analytics team provides a unique opportunity to collaborate with key business, analytics,… more
- Truist (Rockville, MD)
- …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
- Capital One (Mclean, VA)
- …process improvement initiatives that are impactful to efficiency, risk, and client / associate experience + Document and analyze current state business ... Business Process Improvement, Principal Associate Are you energized by untangling and solving...complex business challenges? As a Business Process Improvement, Principal Associate , you'll play a pivotal role in transforming how… more