Current jobs related to Executive Client Service Associate - Fairfax Station - Edelman Financial Engines
-
Executive Client Service Associate
3 weeks ago
Fairfax, United States Edelman Financial Engines Full timeAs 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.Minimum of 3+ years of related industry experience (Registered Investment...
-
Client Service Associate
1 month ago
Fairfax, United States Jackson Hewitt Part timeAt Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to...
-
Client Services Associate, Assistive Care
4 months ago
Fairfax, United States BAYADA Full timeBAYADA Home Health Care has an immediate opening for an Associatein our Fairfax, VA Assistive Care Office. If you are looking for an exciting career opportunity in a growing industry, an Associate could be the position for you!Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people’s lives while...
-
Client Services Associate, Assistive Care
2 weeks ago
Fairfax, United States BAYADA Home Health Care Full timeBAYADA Home Health Care has an immediate opening for an Associatein our Fairfax, VA Assistive Care Office. If you are looking for an exciting career opportunity in a growing industry, an Associate could be the position for you!Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people's lives while you...
-
Associate Account Executive
2 days ago
Whitehouse Station, New Jersey, United States Chubb Full time{"h1": "Associate Account Executive", "p": "At Chubb, we are seeking a highly skilled Associate Account Executive to join our team. As a key member of our Personal Lines team, you will be responsible for assisting Account Executives with various job functions, including endorsement processing, answering mortgagee phone calls, and following up on underwriting...
-
Account Executive Associate
3 days ago
Whitehouse Station, New Jersey, United States Chubb Full timeJob DescriptionPosition: Associate Account ExecutiveJob Summary: We are seeking a highly skilled and motivated Associate Account Executive to join our team at Chubb Insurance Solutions Agency. As an Associate Account Executive, you will play a critical role in supporting our Account Executives with various job functions, including endorsement processing,...
-
Account Executive Associate
1 week ago
Whitehouse Station, New Jersey, United States Chubb Full timeJob SummaryWe are seeking a highly skilled and motivated Associate Account Executive to join our team at Chubb Insurance Solutions Agency. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAssist Account Executives with various job functions, including endorsement...
-
Client Service Representative
3 months ago
Fairfax, United States VCA Animal Hospitals Full timeWe are seeking an experienced Client Service Representative, preferably someone who has worked in a veterinary hospital setting before, to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners...
-
Customer Service Associate II
4 weeks ago
College Station, United States Texas A&M University Full timeCustomer Service Associate II - LA Client Services Job Title: Customer Service Associate II - LA Client Services Agency: Texas A&M University Department: Vet Med-Teaching Hospital Proposed Minimum Salary: $15.85 hourly Job Location: College Station, Texas Job Type: Staff Our Commitment: Texas A&M University is committed to enriching the learning and working...
-
Associate Account Executive
1 week ago
Whitehouse Station, New Jersey, United States Chubb Full timeJob SummaryChubb Insurance Solutions Agency is seeking a highly skilled Associate Account Executive to join our team. As an Associate Account Executive, you will be responsible for assisting Account Executives with various job functions, including endorsement processing, answering mortgagee phone calls, and following up on underwriting correspondence.Key...
-
Customer Service Associate I
2 months ago
College Station, United States Texas A&M University Full timeThe Customer Service Associate I, SA Client Liaison is responsible for patient flow from arrival to the treatment area while providing professional, courteous, exceptional customer service and making clients and patients feel comfortable and welcome. Customer Service, Associate, Liaison, Client, Service, Hospital, Retail
-
Physician Assistant
12 hours ago
Fairfax Station, Virginia, United States American Executive Health System Full timeAmerican Executive Health System (AEHS) is a leading provider of primary care services, seeking a highly skilled and dedicated Physician Assistant to join our team in Virginia.About the Role:We are looking for a Physician Assistant with a passion for delivering high-quality patient care in a fast-paced outpatient setting. As a member of our team, you will...
-
Client Service Coordinator
5 days ago
Fairfax, United States Banfield Pet Hospital Full timeEssential Responsibilities and TasksLive and exemplify the Five Principles of Mars, Inc. within self and team.Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.Maximize the number of pets seen by the hospital team through...
-
Associate Account Executive
1 week ago
Whitehouse Station, New Jersey, United States Chubb Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate Account Executive to join our team at Chubb Insurance Solutions Agency. As a key member of our team, you will be responsible for assisting Account Executives with various job functions, including endorsement processing, answering mortgagee phone calls, and following up on underwriting...
-
Medical Care Specialist
2 days ago
Fairfax Station, Virginia, United States American Executive Health System Full timeAmerican Executive Health System (AEHS) is a leading provider of primary care services. We are seeking a highly skilled and dedicated Physician Assistant to join our team. The ideal candidate will have a strong background in family practice and cardiology, with a passion for delivering high-quality patient care. The Physician Assistant will work closely with...
-
Medical Care Specialist
2 days ago
Fairfax Station, Virginia, United States American Executive Health System Full timeAmerican Executive Health System (AEHS) is a leading provider of primary care services. We are seeking a highly skilled Physician Assistant to join our team of healthcare professionals. The ideal candidate will have a strong background in family practice and cardiology, with a passion for delivering high-quality patient care in an outpatient setting. Our...
-
Retail Store Associate
3 months ago
Fairfax Station, United States Savers | Value Village Full timeDescription Position at Savers Retail Store AssociateWho we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used,...
-
Client Services Trainee
4 weeks ago
Fairfax, United States DAFA Management Full timeJob DescriptionJob DescriptionHelp us grow and improve our customer-focused team and become an integral member as a Client Services Trainee! We are on the HUNT for independent, motivated individuals who can adapt and manage their own process and workflow. LEAP into a new and exciting career and turn your professional aspirations into a reality TODAY! Our...
-
Sales Account Executive
4 weeks ago
Fairfax, United States American Stalls Full timeAn American Stalls Sales Associate is the “quarterback“ of the customer relationship, and we are looking for superstars to grow our team. We are seeking an experienced sales performer who is looking to focus their skills to drive the sales of custom stabling equipment. Our Sales Associates work closely with clients, general contractors (GCs), and...
-
Sales Account Executive
4 weeks ago
Fairfax, United States American Stalls Full timeAn American Stalls Sales Associate is the “quarterback“ of the customer relationship, and we are looking for superstars to grow our team. We are seeking an experienced sales performer who is looking to focus their skills to drive the sales of custom stabling equipment. Our Sales Associates work closely with clients, general contractors (GCs), and...
Executive Client Service Associate
4 months ago
DescriptionExecutive Client Service Associate (Fairfax, VA) At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team. 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. We are looking for service professional with strong financial services industry experience to help us deliver superior service by building and nurturing the client relationship, as well as performing all related administrative functions. If you have exceptional client service, ability to adapt to various planner needs, strong multitasking abilities, communication skills, with a good understanding of finance, this may be the opportunity for you Responsibilities: •Advanced ability to work with an Executive Director - specifically with a large practice, handling multiple priorities and a high level of expertise in service transactions. •Experience in interacting with affluent clients and working through complex financial transactions including; including estate transfers, cost basis calculations, etc. Understanding of RMD / Tax implications and impact to client relationships. •Ability to evaluate a client's financial situation - review statements, research documents and identify potential gaps in a portfolio for an Executive Director. •Work independently with other service providers (CPAs, Estate Attorneys, etc.) to resolve complex client issues. •Responsible for cultivating deeper relationships with clients and engaging with them on both a reactive and proactive basis •Assist prospects and clients to handle all necessary onboarding paperwork and/or ancillary forms. •Monitor client account activity, researching and resolving issues •Verify accounts are traded into the correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected •Maintain risk awareness and compliance; identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory procedures •Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented, as needed •Ability to provide mentorship and training to other CSAs Requirements: Minimum of 3+ years of related industry experience (Registered Investment Advisor or Broker/Dealer) Bachelor's degree or equivalent industry experience preferred •Works autonomously within established procedures and practices •Good understanding of finance and investment markets/securities •Exceptional client service skills, phone/video meeting etiquette and ability to communicate effectively •Critical thinking, attention to detail, and multi-tasking skills required •Able to adapt to changes in the work environment, manage competing demands and work with frequent change, delays, or unexpected events •Works well under pressure and in a fast-paced environment •Position requires a high level of confidentiality •CRPC and/or Series 65 strongly recommended About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected]. 1 The Barron's 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. 2 Edelman Financial Engines data, as of Dec. 31, 2022. 3 Edelman Financial Engines data, as of Sep. 30, 2023.