Client Services Associate
2 months ago
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 player to join our firm in the role of Client Service Associate. Our promise to team members is that you will grow with us. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generationsResponsibilities:This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to:Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements.Coordinate with clients and advisors to schedule meetings using email, Salesforce and calendar software, or Webex.Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their timeComplete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the clientSkills/Experience::2+ years of experience in a client service role in the financial services industryRobust PC knowledge, typing skills and proficiency in Microsoft Office SuiteAbility to handle multiple priorities and requests from advisors and clientExperience working daily with a workflow technology systemPrior experience with SalesforceBachelor's degree preferred
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Client Service Associate
2 weeks ago
Washington, United States Aerobodies Fitness Full timeWe invite you to explore career opportunities at Aerobodies; we seek to find a Client Service Associate to join our Team. Client Service Associates will interact with customers daily, providing them with information about products and services, answering questions, resolving issues, and working with Team Members to ensure details and deadlines are...
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Client Service Associate
19 hours ago
Washington, United States Aerobodies Fitness Full timeWe invite you to explore career opportunities at Aerobodies; we seek to find a Client Service Associate to join our Team.Client Service Associates will interact with customers daily, providing them with information about products and services, answering questions, resolving issues, and working with Team Members to ensure details and deadlines are met.Role...
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Client Service Associate
4 days ago
Washington, United States Jackson Hewitt Full timeBenefits: Flexible schedule Training & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills . If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those...
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Client Service Associate
4 months ago
Washington, United States Gallagher Full timeIntroduction: 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...
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Client Service Associate
4 weeks ago
Washington, United States Raymond James Full timeJob 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...
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Registered Client Services Associate
4 weeks ago
Washington, United States Citigroup Inc. Full timeDeliver 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
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Registered Client Service Associate
7 months ago
Washington, United States Raymond James Full timeCelebrating 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
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Private Client Services Associate
6 months ago
Washington, United States Saunders Staffing Agency Full timeAbout 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...
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Support Services Associate
2 weeks ago
Washington, Washington, D.C., United States VIRGINIA HEALTHCARE SERVICES Full timeAbout Virgin Health Care ServicesVirgin Health Care Services is a licensed Medicaid provider dedicated to delivering exceptional care and support services to vulnerable populations. Our team is passionate about empowering individuals to live independently and thrive in their communities.Our Mission:To provide person-centered care that addresses the unique...
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Registered Client Services Associate
5 hours ago
Washington, United States Citigroup Inc Full timeThe Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and...
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Client Service Coordinator
1 month ago
Washington, Washington, D.C., United States MBI Health Services, LLC Full timeAbout MBI Health Services, LLCMBI Health Services, LLC is a certified behavioral health agency serving the D.C. Metropolitan Area.Job DescriptionWe are seeking a highly skilled Front Desk Receptionist to join our team. As a Front Desk Receptionist, you will provide exceptional customer service to internal and external clients.Your primary responsibilities...
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Bicultural Client Service Specialist
2 weeks ago
Washington, Washington, D.C., United States Mb Staffing Services LLC Full timeAbout the RoleMb Staffing Services LLC is seeking a highly motivated and detail-oriented Case Manager to join our team. As a Case Manager, you will play a critical role in providing exceptional service to our clients and ensuring their success.Key Responsibilities:Develop and implement comprehensive service plans for clients.Collaborate with...
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Private Banking Client Service Associate II
3 weeks ago
Washington, United States Watrust Full timeJob 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...
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Client Services Liaison
2 weeks ago
Washington, Washington, D.C., United States A Prentice Ray & Associates LLC Full timeAbout 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...
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Client Services Coordinator
4 weeks ago
Washington, United States Hillcrest Children Center Full timeCareers 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...
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Registered Client Service Associate
7 hours ago
Washington, United States Citigroup Inc Full timeThe Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and...
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Account Associate
1 month ago
Washington, United States DCI Group Full timeCompany 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...
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Financial Services Associate
1 week ago
Washington, United States PNC Financial Services Group Full timePNC Financial Services Group is seeking a talented Financial Services Associate to join our team. As a key member of our retail branch organization, you will be responsible for providing exceptional customer service and promoting financial wellness among our clients.The estimated annual salary for this position is $38,500-$54,750, depending on location and...
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Client Services Coordinator
3 months ago
Washington, United States Hillcrest Children Center Full timeHillcrest 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...
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Sales and Client Relationship Associate
2 weeks ago
Washington, Washington, D.C., United States Wolford America Full timeJob 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...