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,...

United States - Maryland Business management, administration and support Global Wealth Management Job Reference 281779BR City Bethesda Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Service Associate to: keep management systems up-to-date with client information educate clients...

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...

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...

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...

Client Services Coordinator Job ID 181340 Posted 21-Aug-2024 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Design, Marketing, Sales Support Location(s) Bethesda - Maryland - United States of America Get ready for an exciting career with CBRE! CBRE is the global leader in commercial real estate services. We have been...

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 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...

Position Summary:The Senior Trust Officer, Client Services 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.Senior Trust Officer, Client Services - Duties & Responsibilities: Communicate directly with client clearly and...

Position Summary:The Senior Trust Officer, Client Services 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.Senior Trust Officer, Client Services - Duties & Responsibilities: Communicate directly with client clearly and...

Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the...

About the RoleWe are seeking a highly skilled and enthusiastic 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 ResponsibilitiesGuest Experience:...

Position OverviewAt Otelier, we prioritize data and operational efficiency to enhance hotel management, allowing hoteliers to focus on delivering exceptional hospitality. As the leading hospitality software provider, we equip businesses with the necessary tools to automate administrative tasks, optimize budgeting and forecasting, and provide clear insights...

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

Job DescriptionJob DescriptionRole: Client Service Specialist (Customer Service)About Our CompanyIt’s not just a job.  It’s a mission. If you’re as passionate as we are about empowering the small businesses of America, then you’ll be right at home with us. Rapid Finance is the nation's leading provider of alternative financing solutions for...

About Trustar Bank:Trustar Bank is a community-focused financial institution designed to serve the banking requirements of both businesses and individuals in the metropolitan Washington DC area. Our founders are seasoned bankers, investors, and business leaders with a deep understanding of the local market. The ongoing consolidation in our target market has...

Job SummaryWe are seeking a highly skilled and customer-focused Client Service Specialist to join our team at Madison Reed Hair Color Bar. As a key member of our front-end operations, you will be responsible for providing exceptional guest experiences, promoting our products and services, and driving revenue growth.Key ResponsibilitiesGuest Experience:...

Position OverviewCouncilor, Buchanan & Mitchell, P.C. (CBM) is a prominent accounting and advisory firm dedicated to serving clients across various sectors, including non-profit organizations, automotive businesses, and real estate ventures. We are currently in search of a committed professional in client accounting and advisory services, possessing a...