Trust Officer, Client Services Associate

Position Summary: The Senior Trust Officer is responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients. Duties & Responsibilities Communicate directly with client clearly and effectively, respond to client requests, work to resolve issues...

Position Summary:The Senior Trust Officer is responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients.Duties & Responsibilities Communicate directly with client clearly and effectively, respond to client requests, work to resolve issues and...

Position Summary:The Senior Trust Officer is responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients.Duties & Responsibilities Communicate directly with client clearly and effectively, respond to client requests, work to resolve issues and...

Position Summary:The Senior Trust Officer is responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients.Duties & Responsibilities Communicate directly with client clearly and effectively, respond to client requests, work to resolve issues and...

Position Summary: The Senior Trust Officer is responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients. Duties & Responsibilities Communicate directly with client clearly and effectively, respond to client requests, work to resolve issues...

Founded in 1999, Chevy Chase Trust (CCT) is a leading boutique fiduciary investment advisor for wealthy individuals, families, and select institutions globally. Effective management of CCT’s IT infrastructure as well as strong enterprise-level transformation and capabilities building are critical to serve clients in an excellent manner and to execute the...

Founded in 1999, Chevy Chase Trust (CCT) is a leading boutique fiduciary investment advisor for wealthy individuals, families, and select institutions globally. Effective management of CCTs IT infrastructure as well as strong enterprise-level transformation and capabilities building are critical to serve clients in an excellent manner and to execute the...

Founded in 1999, Chevy Chase Trust (CCT) is a leading boutique fiduciary investment advisor for wealthy individuals, families, and select institutions globally. Effective management of CCT’s IT infrastructure as well as strong enterprise-level transformation and capabilities building are critical to serve clients in an excellent manner and to execute the...

Trusts & Estates Attorney Offit Kurman is a growing full-service firm serving the private client market. We are currently seeking an Estate Planning Attorney to join our Estates and Trusts group in our Bethesda office.Required:Four or more years of experience practicing trusts and estates law.Proven client relationship skills, including the ability to lead...

Trusts & Estates Attorney Offit Kurman is a growing full-service firm serving the private client market. We are currently seeking an Estate Planning Attorney to join our Estates and Trusts group in our Bethesda office.Required:Four or more years of experience practicing trusts and estates law.Proven client relationship skills, including the ability to lead...

Trusts & Estates Attorney Offit Kurman is a growing full-service firm serving the private client market. We are currently seeking an Estate Planning Attorney to join our Estates and Trusts group in our Bethesda office.Required:Four or more years of experience practicing trusts and estates law.Proven client relationship skills, including the ability to lead...

Position: Trusts & Estates ParalegalLocation: Montgomery County, MD Work Schedule: In Office 5 days a week for a probationary period. Thereafter, it will be 4 days a week in office, 1 day a week wfh.Description: Our client is an established law firm in the DC metro area and is seeking an experienced probate paralegal. This individual will be responsible for...

Position: Trusts & Estates ParalegalLocation: Montgomery County, MD Work Schedule: In Office 5 days a week for a probationary period. Thereafter, it will be 4 days a week in office, 1 day a week wfh.Description: Our client is an established law firm in the DC metro area and is seeking an experienced probate paralegal. This individual will be responsible for...

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective,...

Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rela Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking

**About this role**: **In this role, you will**: - Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence - Facilitate Financial Advisor and client requests for account related information and/or quotes - Schedule and prepare...

***: - We serve as the underwriting and program manager for Title Industry Assurance Company (TIAC), a risk retention group. TIAC was created by the American Land Title Association (ALTA) as a source of professional liability/E&O insurance for its members. The Account Manager is responsible for underwriting and servicing a designated book of professional...

Job DescriptionJob DescriptionRosenberg & Associates, LLC is a Bethesda-based woman owned real estate law firm that puts service, quality, and commitment at the heart of our legal services. We turn our vast legal knowledge and experience into trusted solutions for our clients, and after twenty years of service, we need someone to help us remain a premier...

Client Services Manager Role Who We AreAt Consero, we are on a mission to transform the world of executive conferences, one great event at a time. Our events offer senior executives from F1000 companies a more valuable opportunity to network with peers and learn about innovative, best-in-class solutions that are changing the face of business today. We are...

JOB DESCRIPTION: Rapid Finance is expanding our sales team in Bethesda, Maryland, and we are now recruiting for Business Advisor training classes. A Business Advisor is responsible for building relationships with small to mid-sized businesses and offering them financing solutions. This is a B2B sales role where you will be consulting with business owners on...