- HUB International (Mclean, VA)
- …**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 ... administrative role; must have a passion for client service . + Financial services / retirement plans experience is required. + Proven ability to manage… more
- HUB International (Mclean, VA)
- …**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 ... matters most by providing a broad array of insurance, retirement , and wealth management products and services. But we...you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the… more
- Bank of America (North Bethesda, MD)
- Advisor Development Program Client Associate North Bethesda, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is… more
- WTW (Arlington, VA)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Bank of America (Vienna, VA)
- Wealth Management Client Associate Vienna, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- World Insurance Associates, LLC. (Gaithersburg, MD)
- …surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary Receives ... guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following...and manages workflow to ensure effective, timely, and efficient service delivery. + Works to achieve stated objectives and… more
- Equitable (Falls Church, VA)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... Wealth Management Associate - Retirement Benefits Group -...balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within… more
- UMB Bank (Washington, DC)
- ** RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer ... testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled… more
- Banfield Pet Hospital (Laurel, MD)
- CLIENT SERVICE COORDINATOR This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. A ... growth and learning is your goal. JOB SUMMARY The Client Service Coordinator ("CSC") drives the flow...Other job duties as assigned. THE FIVE PRINCIPLES Every associate including the CSC has an important contribution to… more
- Aston Carter (Columbia, MD)
- Job Title: IPay Hotline AssociateJob Description As an IPay Hotline Associate , you will provide outstanding customer service to field offices and co-workers. You ... vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is… more