- Raymond James Financial, Inc. (Annapolis, MD)
- …excellence 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...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Washington, DC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… 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 ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Raymond James Financial, Inc. (Washington, DC)
- …clients receive exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also manages key operational and ... to the success and reputation of the firm. This role combines high-touch client service with operational expertise, supporting financial advisors and ensuring… more
- HUB International (Rockville, MD)
- …service needs to reveal opportunities for advice and counsel + Coordinate with the Client Service Associate to prepare the review materials + Complete ... as necessary. + Work closely with RPW leaders and advisors on retirement plan client service and interaction: + Lead and manage the client relationship for… more
- WTW (Arlington, VA)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... with vendors and key clients internally and externally, create client deliverables and ensure quality standards are met. You...acumen as well as your financial, project management and client relationship skills by working on cutting edge projects… more
- WTW (Potomac, MD)
- …development and execution on Middle Market house accounts. The Associate Client Advocate coordinates WTW resources to provide service and placement to ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) is responsible for...+ Designs and delivers full client presentations/proposals, client advocacy reports, client service … more
- 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 appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Bank of America (Washington, DC)
- Wealth Management Client Associate Washington, District of Columbia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Banfield Pet Hospital (Greenbelt, MD)
- …you can pursue if continued growth and learning is your goal. JOB SUMMARY The Client Service Coordinator ("CSC") drives the flow of clients and pets through the ... Other job duties as assigned. THE FIVE PRINCIPLES Every associate including the CSC has an important contribution to...o Preventative care and OWPs o Communication Skills o Client Service Skills o Priority Setting o… more