- 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
- Raymond James Financial, Inc. (Washington, DC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Raymond James Financial, Inc. (Annapolis, MD)
- …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
- Citigroup (Bethesda, MD)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… 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
- Banfield Pet Hospital (Waldorf, MD)
- The Client Care Associate 's primary role is to provide clients general assistance related to Optimum Wellness Plans, services , billing, and web support via ... the issue, and following up to ensure resolution. + Recommend potential products or services by recognizing and analyzing client needs. + Contribute to team… more
- HUB International (Mclean, VA)
- …+ Positive attitude toward client relations to provide exceptional, proactive client service + Demonstrated ability to manage multiple tasks and maintain ... of financial results + Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through… more
- VCA Animal Hospitals (Woodbridge, VA)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a ... Join us as an Associate Veterinarian at Woodbridge Animal Hospital and you'll...a full range of Emergency, General Medicine and Surgical services for both dogs and cats. + Top-notch preventative,… more
- VCA Animal Hospitals (Washington, DC)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a ... Join us as an Associate Veterinarian at VCA MacArthur Animal Hospital and...company match + Health/dental/vision insurance, infertility benefits, gender affirmation services + Paid parental, vacation and sick leave Professional… more
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