Client Service Associate

Job DescriptionJob Title: Client Services Associate (CSA)Location: Greater DC / VA area Salary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team...

Job Description Job Title: Client Services Associate (CSA) Location: Greater DC / VA area Salary: $75K + benefits Skills: Client Service Associate / CSA / paraplanner About Company / Opportunity: We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team...

Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

Job Title: Client Service Associate Location: Washington, D.C. (2403838) Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing...

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients an Client Service, Associate, Registered, Retail, Banking, Client

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients an Client Service, Associate, Registered, Retail, Banking, Client Learn More

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative prob Client Service, Associate, Registered, Financial Advisor, Client Relations, Customer Service, Retail

About the job Private Client Services Associate - Junior Level We are seeking a qualified Associate Attorney with experience in trusts and estates, transfer tax, and associated income tax areas of the law. The ideal candidate will have some experience in the field, with a minimum of one year of work experience preferred. We welcome candidates who have...

Job Overview: Our client, a leading provider of financial services, seeks an experienced associate with a strong background in fintech law to join their team. The ideal candidate will have over 3 years of experience in payments and banking law, focusing on regulatory compliance. Estimated Salary: $150,000 - $180,000 per year, depending on location and...

About the RoleWe are seeking an experienced Front Office Associate to join our dynamic team at A Prentice Ray & Associates LLC. As a key member of our front office team, you will be responsible for providing exceptional customer service, responding to inquiries, and ensuring seamless communication between clients and our team.The ideal candidate will have...

Citigroup Inc. is a leading financial institution that offers a wide range of services to its clients. As a Registered Client Services Associate, you will play a key role in delivering wealth management services to clients with guidance from the Banker teams.The ideal candidate will have 2-5 years of relevant experience and strong organizational and time...

Careers At Hillcrest Children and Family Center Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Overview: The Position reports to the Practice Administrator. The incumbent may receive day to day direction from a program manager to which they may be...

Job Category : Clerical Requisition Number : PRIVA005930 Posted: December 9, 2024 Employment Type: Full-Time Locations Main Ofc West - 9th Fl 717 W Sprague Ave 9th Floor Spokane, WA 99201, USA In a team environment, the Private Banking Client Service Associate/Lending Assistant supports job activities of assigned Relationship Managers (RMs) within Private...

Company Description Partnering with our clients, DCI Group provides strategic counsel and designs winning public affairs and communications campaigns around the world. Our creative solutions advance the business priorities of our clients by delivering results in the most challenging environments. Our team includes public affairs strategists who have held...

Hillcrest Children & Family Center is a non-profit organization dedicated to providing comprehensive mental health services to individuals in our community. We are committed to improving the lives of those struggling with mental illness through evidence-based treatment and compassionate care. As a Joint Commission and CARF accredited organization, we take...

Job OverviewThe Sales and Client Relationship Associate role at Wolford America focuses on building strong relationships with clients to drive sales and achieve monthly targets.Key ResponsibilitiesEngage with clients to develop sales opportunities and meet performance goals.Provide exceptional customer service by presenting products, explaining benefits, and...

About This RoleWe're seeking an experienced Program Associate to join our Client Success team at Dcode. As a Program Associate, you will support client relationships with government leaders to foster an innovative culture that attracts emerging technology.Job ResponsibilitiesSupport client relationships with government leaders to foster an innovative culture...

Job DescriptionAs a Retail Associate, your primary responsibility will be to deliver world-class client experiences and support the successful delivery of extraordinary sales opportunities. You will work closely with the Service Counter team to enable efficient and elevated experiences, and collaborate with cross-functional partners to drive business...

Job Summary:We are seeking a talented Client Support Associate to join our team at Belcan in Port Washington, NY. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences through effective communication, problem-solving, and issue resolution.Key Responsibilities:Answers incoming calls and processes...

Job SummaryPercepta House is seeking a skilled Client Experience Associate to work in Washington, DC. The estimated annual salary for this role is $58,000 - $68,000.Main Responsibilities:Customer Contact:Answer customer inquiries via various channels, including phone, live chat, and in-person.Offer accurate product information and company policy...