Senior Client Service Associate
2 weeks ago
We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and ensuring the highest level of satisfaction for our clients.
Key Responsibilities:- Directly liaise with clients to understand their concerns and needs
- Onboard new clients and ensure completeness and accuracy of client records
- Schedule client meetings and reviews with advisors
- Enhance client relationships with outstanding service
- Proactively identify opportunities to add value to the company
- Prioritize Principals' time, initiatives, and mental energy
- Manage technology for Principals' brand and reputation
- BS/BA Required
- 4-6 years' experience in the financial services industry
- Minimum 2 years' experience in client service administration
- Detail-oriented, efficient time management, and organizational skills
- Superior interpersonal, oral, and written communications skills
- Excellent attitude and an extraordinary client service orientation
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Senior Associate
2 weeks ago
Washington, United States The Rock Creek Group Full timeJob DescriptionRockCreek is seeking a highly skilled and detail-oriented professional to join our team as a Client Services Senior Associate. As a key member of our client services team, you will be responsible for creating and refining operational processes that enhance and support investor relations.You will field inbound inquiries, respond to business...
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Client Services Senior Associate
4 weeks ago
Washington, United States The Rock Creek Group Full timeJob Title: Client Services Senior AssociateRockCreek is a leading global investment management firm that applies data-driven technology and innovation to sustainable investing. We are seeking a dynamic and resourceful professional to join our team as a Client Services Senior Associate.Key Responsibilities:Create and refine operational processes to enhance...
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Client Services Senior Associate
4 weeks ago
Washington, United States The Rock Creek Group Full timeJob Title: Client Services Senior AssociateRockCreek is a leading global investment management firm that applies data-driven technology and innovation to sustainable investing. Our entrepreneurial spirit, open culture, and inclusive team lead to better investments for universities, foundations, pension plans, and sovereign funds that partner with us.Job...
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Senior Client Service Associate
4 weeks ago
Washington, United States Ascendo Resources Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Registered Client Associate to join our team at Ascendo Resources. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and ensuring their needs are met.Key ResponsibilitiesClient...
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Senior Client Service Associate
4 days ago
Washington, United States Ascendo Resources Full timeAt Ascendo Resources, we are seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and ensuring their needs are met.Key Responsibilities:Serve as the primary point of...
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Senior Client Service Associate
4 weeks ago
Washington, Washington, D.C., United States Transcend Practice Management Full timeJob OverviewWe are seeking a highly skilled Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our wealth management team, you will be responsible for delivering exceptional client service and support to our clients.Key ResponsibilitiesProvide top-notch client service and support, ensuring seamless...
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Senior Client Service Associate
1 month ago
Washington, Washington, D.C., United States Transcend Practice Management Full timeJob OverviewWe are seeking an experienced Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our wealth management advisory firm, you will be responsible for delivering exceptional client service and support to our clients and advisors.Key ResponsibilitiesLiaise with clients to understand their concerns,...
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Senior Client Service Associate
1 month ago
Washington, Washington, D.C., United States Transcend Practice Management Full timeJob OverviewWe are seeking a highly skilled Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and ensuring the highest level of service to our clients.Key ResponsibilitiesLiaise with clients to understand their...
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Senior Client Service Associate
2 weeks ago
Washington, United States Transcend Practice Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our wealth management advisory firm, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesLiaise with clients to understand...
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Client Services Senior Associate
3 months ago
Washington, United States The Rock Creek Group Full timeRockCreek seeks a dynamic, resourceful, detail-oriented, and energetic professional for the Client Services Senior Associate position. The ideal candidate is well-organized, flexible, anticipates change, and up to date on financial markets with a passion for impact and sustainable investing. It is critical that the candidate should be interested in growth...
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Senior Client Service Associate
3 weeks ago
Washington, DC, USA, United States Transcend Practice Management Full timeJob OverviewWe are seeking a highly skilled Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our wealth management team, you will be responsible for delivering exceptional client service and support to our clients.Key ResponsibilitiesProvide top-notch client service and support, including client...
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Senior Client Services Director
1 week ago
Washington, United States Williams Lea Full timeJob Title: Senior Client Services ManagerWilliams Lea is seeking a highly skilled Senior Client Services Manager to join our team in Washington, DC. This is a full-time position working Monday to Friday, 8:00 am to 5:00 pm.Job Summary:We are looking for a seasoned professional to lead our client services team and drive operational excellence. The successful...
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Senior Client Services Manager
1 week ago
washington, United States Williams Lea Full timeWilliams Lea is hiring for a Senior Client Services Manager for a Washington, DC office to work Monday to Friday 8:00 am to 5:00 pm.Pay: $90,000 to $95,000 per yearBenefits:Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug)401k Retirement Savings Plan Including Employer MatchPaid Time Off (PTO)Life InsurancePaid...
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Senior Client Services Manager
4 weeks ago
Washington, United States Williams Lea Full timeWilliams Lea is hiring for a Senior Client Services Manager for a Washington, DC office to work Monday to Friday 8:00 am to 5:00 pm.Pay: $90,000 to $95,000 per yearBenefits:Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug)401k Retirement Savings Plan Including Employer MatchPaid Time Off (PTO)Life InsurancePaid...
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Senior Client Services Manager
4 weeks ago
Washington, United States Williams Lea Full timeWilliams Lea is hiring for a Senior Client Services Manager for a Washington, DC office to work Monday to Friday 8:00 am to 5:00 pm.Pay: $90,000 to $95,000 per yearBenefits:Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug)401k Retirement Savings Plan Including Employer MatchPaid Time Off (PTO)Life InsurancePaid...
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Client Services Associate
2 weeks ago
Washington, Washington, D.C., United States DSPolitical Full timeJob Title: Client Services AssociateWe're seeking a highly motivated and detail-oriented Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will play a critical role in ensuring the success of our clients' digital campaigns.Key Responsibilities:Manage campaign inventory and provide guidance to clients...
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Client Services Associate
2 weeks ago
Washington, Washington, D.C., United States LHH Recruitment Solutions Full timeJob Title: Client Services AssociateLHH Recruitment Solutions is seeking a highly organized and motivated individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics.Key Responsibilities:Provide general administrative support to...
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Client Services Associate
2 weeks ago
Washington, United States LHH Full timeJob Title: Client Services Associate Job Description: LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a...
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Client Services Associate
2 weeks ago
Washington, Washington, D.C., United States LHH Recruitment Solutions Full timeClient Services Associate Job Summary: LHH Recruitment Solutions is seeking a highly organized and motivated individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. Key Responsibilities: * Provide general administrative...
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Client Services Associate
2 weeks ago
Washington, Washington, D.C., United States DSPolitical Full timeJob Title: Client Services AssociateWe're seeking a highly motivated and detail-oriented Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will play a critical role in assisting with campaign trafficking, report preparation, and client communication.Key Responsibilities:Manage campaign inventory and...