One of the top wealth management firms in the DMV is looking to add several client services associates to their team due to growth. Client Relationship Management:. Build and maintain strong relationships with clients through effective communication and proactive service. Serve as the main point of ...
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. The Firm p...
One of the top wealth management firms in the DMV is looking to add a client services manager to their team due to growth. Client Relationship Management:. Build and maintain strong relationships with clients through effective communication and proactive service. Serve as the main point of contact f...
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. The Firm p...
Pathstone Associate Program: A Client Advisory CareerPath!. Assist the Client Advisory Team(s) in all manners of client service and daily operations, as well as special projects. In addition, the Associate will collaborate with client teams to process money movements and execute trades within accoun...
With more than 410,000 inspired and passionate people speaking more than 300 languages, our global scale and local presence allow us to be a force of good in supporting our communities, our clients, and the environment. Did you know that our Chief Client Officer started her career at Teleperformance...
The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and ...
Our successful Client Executives deliver exceptional client service by proactively originating new business, sharing ideas, and bringing innovation to your clients. You'll deliver exceptional client service by understanding your client's issues and challenges, leveraging the firm's capabilities to o...
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork...
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, T...
In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. As this is a Bilingual position, you will be taking calls in both English & Spanish, and translating them for the message depending on the client’s needs. ...
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Center 1 (19052), United States of America, McLean, VirginiaSenior Associate - Client Development. Capital One Shopping is looking for a Senior Associate to join the Partnerships Team. In this client-facing role, the team is looking for a highly detail-oriented individual with strategic account mana...
As an Executive Client Service Associate, you will be part of the Client Services Team and provide full support to an Executive Director Planner within the firm, ensuring and enhancing client satisfaction thru direct contact with clients, custodians, and other operational employees. Executive Client...
Flexible Schedules Available: * Day shift * Night shift * Weekends * Weekdays * Full-time or Part-time Are you: * Looking to learn a new career and break into the tax industry? * Someone who has gaps in their work history or ...
In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Center 1 (19052), United States of America, McLean, VirginiaPrincipal Associate - Client Development. Capital One Shopping is looking for a Principal Associate to join the Partnerships Team. In this client-facing role, the team is looking for an individual with sales, data, and strategic account man...
A fast-growing Cybersecurity company near Tyson’s Corner, Virginia is hiring a team of Client Service Associates to assist users with a number of inquiries. Resolving client inquires in a timely, accurate, and efficient manner through telephone, email, and live chat functions. Working with cli...
Our successful Client Executives deliver exceptional client service by proactively originating new business, sharing ideas, and bringing innovation to your clients. You'll deliver exceptional client service by understanding your client's issues and challenges, leveraging the firm's capabilities to o...