Client Service Associate

A financial services firm in Bethesda, Maryland, is seeking a Client Service Associate to join their growing team. In this role, you ll be at the heart of the office, supporting a team of advisors, making sure operations run smoothly, and ensuring clients have a welcoming, seamless experience. If you re someone who loves being organized, takes initiative,...

About Promethium AdvisorsWe are a rapidly growing wealth management company that offers a significant opportunity to grow professionally and personally. Our people make the difference.Job DescriptionThis is a full-time on-site role for a securities licensed professional located in Bethesda, MD. The Client Service Associate will be responsible for answering...

A financial services firm in Bethesda, Maryland, is seeking a Client Service Associate to join their growing team. In this role, you ll be at the heart of the office, supporting a team of advisors, making sure operations run smoothly, and ensuring clients have a welcoming, seamless experience. If you re someone who loves being organized, takes initiative,...

A financial services firm in Bethesda, Maryland, is seeking a Client Service Associate to join their growing team. In this role, you ll be at the heart of the office, supporting a team of advisors, making sure operations run smoothly, and ensuring clients have a welcoming, seamless experience. If you re someone who loves being organized, takes initiative,...

Client Service AssociateA financial services firm in Bethesda, Maryland, is seeking a Client Service Associate to support their team. In this role, you will be responsible for ensuring smooth day-to-day operations, providing administrative support, and delivering exceptional client experiences. If you are organized, detail-oriented, and thrive in a...

About the Role:Boutique Recruiting is seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will provide administrative support to our financial advisors, ensuring seamless client experiences and smooth day-to-day operations.Responsibilities:Provide administrative support...

Client Service AssociateBecome a vital part of NIH Federal Credit Union and contribute to our mission of improving member satisfaction. Experience Banking With Heart at NIHFCU.Key Responsibilities:Provide outstanding member service through various channels including in-person, mail, and telephone interactions.Assist with Loan Processing duties and step in as...

About the RoleWe are seeking a highly skilled Client Service Associate to join our team at Promethium Advisors. As a key member of our operations team, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProvide timely and accurate responses to client inquiries, resolving issues and...

A boutique financial services firm in the Washington D.C. area is seeking a highly organized and detail-oriented Client Service Associate to join their team. In this role, you will be the backbone of the office, supporting a team of financial advisors, ensuring seamless day-to-day operations, and providing exceptional client experiences. If you thrive in a...

A boutique financial services firm in the Washington D.C. area is seeking a Client Service Associate to join their growing team. In this role, you'll be at the heart of the office, supporting a team of financial advisors, making sure operations run smoothly, and ensuring clients have a welcoming, seamless experience. If you're someone who loves being...

About the RoleThe Client Services Manager plays a critical role in supporting business development efforts, connecting the agency's activities to clients and driving project success.Key ResponsibilitiesTactical Management: Demonstrates sound judgment and manages workflow to ensure projects are on track and completed accurately.Client Management: Applies...

The Client Finance Associate Manager will oversee and coordinate the comprehensive financial oversight for our client portfolio, including reporting, daily operations, and associated month-end closing responsibilities. Key responsibilities of the role include but are not limited to: Lead the monthly project accounting initiatives, which involves preparing...

Company Overview:Baldwin Risk Partners is a distinguished insurance brokerage firm recognized for its entrepreneurial spirit and commitment to excellence. We specialize in delivering tailored solutions in Commercial Insurance, Risk Management, Private Insurance, Employee Benefits, and Asset Protection strategies to clients across the United States and...

About Our CompanyRapid Finance is a leading provider of alternative financing solutions for small and mid-sized businesses. We empower entrepreneurs to achieve their goals and reach new heights by providing access to working capital.About the OpportunityWe are seeking a Client Service Specialist to join our team. As a key member of our client-facing team,...

Job SummaryWe are seeking a highly skilled Associate Financial Advisor to join our team at Strategic Financial Associates, LLC. As a key member of our wealth management team, you will be responsible for managing an existing block of clients, supporting the Financial Advisor in developing and enhancing existing client relationships, and acting as a key point...

About the OpportunityRapid Finance is a leading provider of alternative financing solutions for small and mid-sized businesses. We are seeking a highly skilled Client Service Representative to join our team and provide exceptional support to our merchants and partners.The ideal candidate will have a strong background in customer service, with a proven track...

National Financial Partners is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. Our custom solutions and people-first approach help companies and individuals address their most significant risk, workforce, wealth management, and retirement challenges. We offer a...

Who We Are National Financial Partners, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance and a 5-Star Diversity, Equity and Inclusion (DEI) award winner from Insurance Business magazine. We are a consultative organization of advisors and problem solvers. We help companies and individuals address their most significant...

About Our CompanyRapid Finance is a leading provider of alternative financing solutions for small and mid-sized businesses. We empower entrepreneurs to achieve their goals and reach new heights by providing access to working capital.About the OpportunityWe are seeking a Client Service Specialist to join our team. As a key member of our client-facing team,...

About the RoleWe are seeking a highly skilled Client Service Specialist to join our team at Madison Reed Hair Color Bar. As a Client Service Specialist, you will be the face of our Hair Color Bar, providing exceptional customer service and ensuring a seamless guest experience from arrival to departure.Key ResponsibilitiesProvide outstanding customer service,...