Senior Client Services Specialist
4 days ago
We are seeking a highly skilled Senior Client Services Specialist to join our team at International Search Consultants. This role will provide exceptional support to Senior Client Advisors in delivering personalized wealth advisory services to Ultra High Net Worth Clients.
The ideal candidate will have a strong background in client management, investment experience, and a proven track record of delivering high-touch service. Key responsibilities will include:
- Partnering with Senior Advisors to execute day-to-day delivery of wealth advisory services.
- Managing account transactions, including wire transfers, ACH disbursements, and bill payments.
- Collaborating with the investment team to monitor cash balances and facilitate client requests.
- Preparing correspondence, reports, and spreadsheets, as well as assisting with presentations and marketing materials.
- Calculating payments to trust beneficiaries and coordinating tax-related information with the tax department.
- Assisting with maintaining client records and contact management systems.
The successful candidate will possess excellent communication skills, analytical skills, and a high proficiency in Microsoft Excel, PowerPoint, and Word. Direct client contact experience is preferred.
As a valued member of our team, you will have opportunities to work with large, complex portfolios and interact directly with UHNW individuals and families. Our firm offers a tremendous long-term career opportunity with continued growth and professional development, as well as high visibility internally, providing growth opportunities.
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Senior Client Services Specialist
2 weeks ago
Reston, Virginia, United States International Search Consultants Full timeJob Title: Associate Client AdvisorOur client is a leading Multi Family Office providing comprehensive wealth management services to high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, including fiduciary services, investment management, philanthropic advisory, and family office...
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Senior Client Services Associate
4 days ago
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Senior Accounting Specialist
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Reston, Virginia, United States Quantech Services Full timeJob Title: Senior Accounting SpecialistJob Summary:We are seeking a highly skilled Senior Accounting Specialist to join our team at Quantech Services. The ideal candidate will have a strong background in accounting, finance, and business, with a minimum of 10+ years of relevant experience.Responsibilities:Perform high-visibility or mission-critical...
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Client Service Coordinator
4 days ago
Reston, Virginia, United States Gilbert & Cook, Inc Full timeClient Service CoordinatorAt Gilbert & Cook, Inc, we are seeking a highly skilled Client Service Coordinator to support our team in delivering exceptional service to clients. As a Client Service Coordinator, you will play a vital role in managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client...
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Senior Food Production Specialist
4 days ago
Reston, Virginia, United States Sunrise Senior Living Full timeAbout the Role:The Senior Food Production Specialist at Sunrise Senior Living is responsible for ensuring the proper, timely, and safe preparation and service of food according to established recipes, while adhering to all food safety and sanitation requirements and maintaining a safe and orderly kitchen.This role is a key part of the Dining Services team,...
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RN - Medical Flex (Senior Care Specialist)
4 days ago
Reston, Virginia, United States Senior Helpers Full timeAt Senior Helpers, we're dedicated to providing exceptional in-home care services to seniors in need. As a Registered Nurse with our team, you'll have the opportunity to make a real difference in the lives of others.As a Senior Helpers Nurse, your responsibilities will include:Recording patient medical histories and symptomsDeveloping personalized care plans...
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Senior Compliance Manager
4 days ago
Reston, Virginia, United States Larson Maddox Full timeA top Global Investment Management firm in Los Angeles is seeking a Senior Compliance Manager to oversee client services operations and onboarding for institutional clients, providing compliance support on investment offerings across multiple business lines, while managing a small team of direct reports.This role will be primarily responsible for overseeing...
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Wellness Nurse
7 days ago
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Senior Care Marketing Specialist
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Senior Analytical Chemist
1 week ago
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Client Services Delivery Specialist
1 month ago
Reston, Virginia, United States SGS Full timeJob SummarySGS is seeking a highly skilled Client Services Delivery Specialist to coordinate our services locally and globally, specifically for softlines products. This role requires strong communication and organizational skills to ensure seamless order processing and client satisfaction.Key ResponsibilitiesReceive and process orders from clients, sales,...
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Senior Client Partner
3 weeks ago
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Certified Nursing Assistant
2 weeks ago
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Client Services Coordinator
4 days ago
Reston, Virginia, United States Advisor Employee Services Full timeClient Service AdministratorWe are seeking a highly skilled Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.The ideal candidate for this role will have a strong background in client...
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Senior Client Liaison
4 days ago
Reston, Virginia, United States Cygnus Payment Solutions Full timeAs a key member of the Cygnus Payment Solutions team, the Senior Client Liaison will be responsible for fostering strong relationships with our clients, ensuring they receive exceptional service and support. This role requires a unique blend of business acumen, communication skills, and problem-solving abilities.Key Responsibilities:Develop and maintain...
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Reston, Virginia, United States Acclaim Technical Services Full timeAcclaim Technical Services, a leading provider of language and intelligence services, is seeking a highly skilled Technical Instructor, Service Delivery Specialist to join our team in Reston, VA.You will be responsible for providing language instruction, translation, transcription, and/or interpretation services to support a government agency.As a Technical...
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Senior IT Infrastructure Specialist
2 weeks ago
Reston, Virginia, United States FlowerHire Full timeJob Title: Senior IT Infrastructure SpecialistFlowerHire is seeking a highly skilled Senior IT Infrastructure Specialist to join our team. As a key member of our IT department, you will play a pivotal role in shaping our IT infrastructure, ensuring that our systems are robust, secure, and efficient.Key Responsibilities:Oversee the deployment and management...
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Senior Contracts Specialist
2 weeks ago
Reston, Virginia, United States Primoris Services Corporation Full timeJob Title: Senior Contracts AnalystThis role requires a high level of responsibility and expertise in contract administration and management. As a Senior Contracts Analyst, you will be responsible for coordinating and facilitating communication between departments, managing contract documents, and ensuring compliance with contractual requirements.Key...
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Senior Contracts Specialist
4 weeks ago
Reston, Virginia, United States Primoris Services Corporation Full timeJob Title: Senior Contracts AnalystThis role requires a high level of responsibility and expertise in contract administration and management. As a Senior Contracts Analyst, you will be responsible for coordinating and facilitating communication between departments, managing contract documents, and ensuring compliance with contractual requirements.Key...
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Client Implementation Specialist
2 weeks ago
Reston, Virginia, United States Bernard Nickels & Associates Full timeJob Title: Client Implementation SpecialistWe are seeking a highly organized and detail-oriented Client Implementation Specialist to join our team at Bernard Nickels & Associates.Job Summary:The Client Implementation Specialist will be responsible for executing new and existing client implementations for Small, Mid-Market Business clients. This role will...