Current jobs related to Senior Client Service Associate - Washington, Washington, D.C. - Transcend Practice Management
-
Client Services Associate
4 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...
-
Client Services Associate
4 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...
-
Client Services Associate
4 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...
-
Client Services Associate
4 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...
-
Client Services Associate
4 weeks ago
Washington, Washington, D.C., United States LHH Recruitment Solutions Full timeJob Title: Client Services AssociateAt LHH Recruitment Solutions, we are seeking a highly organized and motivated individual to fill the role of Client Services Associate. This position is ideal for someone with excellent communication skills, a strong client service orientation, and a high standard of ethics.Key Responsibilities:Provide administrative...
-
Client Services Associate
4 weeks ago
Washington, Washington, D.C., United States Talently Recruiting Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our financial planning department, you will play a critical role in supporting our advisors and clients in achieving their financial goals.Key Responsibilities:Coordinate with clients, advisors, and custodians to set up new...
-
Client Services Associate
4 weeks ago
Washington, Washington, D.C., United States LHH Recruitment Solutions Full timeJob DescriptionLHH Recruitment Solutions is seeking a highly organized and motivated individual to fill the role of 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 fast-paced environment, work effectively...
-
Senior Care Services Director
3 weeks ago
Washington, Washington, D.C., United States Brightview Senior Living Full timeThe Health Services Director/Registered Nurse at Brightview Senior Living embodies the organization's vision and mission, leading the delivery of exceptional clinical care to our residents.In this role, you will develop and lead a team of Licensed Nursing Associates and provide clinical supervision to MedTechs and Resident Assistants.Under your leadership,...
-
Senior Manager
4 weeks ago
Washington, Washington, D.C., United States Marcum Search Full timeJob SummaryThe Senior Manager - Client Accounting & Advisory Services will oversee multiple engagement teams that serve as the Accounting Department for a variety of clients. This role is responsible for managing the engagement team and the overall engagement for each assigned client, including annual budgeting process, strategic planning, and providing...
-
Senior Caregiver
4 weeks ago
Washington, Washington, D.C., United States Husky Senior Care Full timeAbout Husky Senior CareHusky Senior Care is a leading provider of in-home care services for seniors in the Edmonds, Seattle, Kenmore, and Redmond areas of Washington.Job SummaryWe are seeking compassionate and reliable caregivers to join our team and provide high-quality care to our senior clients.Key ResponsibilitiesProvide personal care and assistance with...
-
Audit Senior Associate
3 weeks ago
Washington, Washington, D.C., United States Baker Tilly Full timeJob Description:Are you looking for a challenging and rewarding career in public accounting?We are seeking a highly motivated and detail-oriented Audit Senior Associate to join our Real Estate group at Baker Tilly US. As an Audit Senior Associate, you will have the opportunity to work with a diverse range of clients, providing industry-focused audit and...
-
Washington, Washington, D.C., United States Agital Full timeAbout the RoleWe're seeking a highly skilled Senior Account Executive to join our Client Service team in Washington, DC. As a key member of our team, you'll be responsible for managing client accounts, developing campaign strategies, and collaborating with cross-functional teams to deliver exceptional results.Key ResponsibilitiesUnderstand client audiences,...
-
Senior Associate/Finance Expert
3 weeks ago
Washington, Washington, D.C., United States Charles River Associates Full timeAbout Charles River AssociatesCharles River Associates is a leading global consulting firm that provides independent economic and financial analysis behind litigation matters, guides businesses through critical strategy and operational issues to become more profitable, and advises governments on the economic impact of policies and regulations.Our three main...
-
Senior Evaluation Associate
4 weeks ago
Washington, Washington, D.C., United States DCG Communications Full timeJob Title: Senior Evaluation AssociateDCG Communications is seeking a highly skilled Senior Evaluation Associate to join our team. As a key member of our research and evaluation team, you will play a critical role in supporting the design, implementation, and analysis of evaluation projects.Job DescriptionWe are looking for a Senior Evaluation Associate with...
-
Client Services Coordinator
4 weeks ago
Washington, Washington, D.C., United States Talently Recruiting Full timeClient Services AssociateJob Summary:We are seeking a highly motivated and organized Client Services Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional support to our financial advisors and clients.Responsibilities:Coordinate with clients, advisors, and custodians to set up new accounts,...
-
Washington, Washington, D.C., United States Whiteboard Advisors Full timeJob OverviewWhiteboard Advisors is seeking a highly skilled Senior Associate, Postsecondary Communications to join our team. As a key member of our communications and PR practice, you will play a critical role in supporting our higher education and workforce clients.In this dynamic role, you will work closely with senior executives to develop and execute...
-
Senior Associate Attorney
4 weeks ago
Washington, Washington, D.C., United States WLEN WORLDJOBS LLP Full timeAbout Our ClientWLEN WORLDJOBS LLP is a full-service national law firm with a collaborative culture, innovative approach, and focus on diversity.Job DescriptionWe are seeking a Senior Associate Attorney to join our expanding securities group.ResponsibilitiesAdvising public companies on Securities Act of 1933 and Securities Exchange Act of 1934...
-
Senior Business Development Associate
3 weeks ago
Washington, Washington, D.C., United States BryceTech Full timeBryceTech is seeking a highly skilled Senior Business Associate to support a high-visibility ASPR client managing over $12B in portfolio value. The ideal candidate will have experience with federal government acquisition programs and excellent verbal and written communications skills.The Senior Business Associate will be responsible for supporting innovative...
-
Senior Associate- Technology Policy Practice
3 weeks ago
Washington, Washington, D.C., United States Albright Stonebridge Group Full timeJob DescriptionWe are seeking a highly skilled Senior Associate to join our Technology Policy Practice. The ideal candidate will possess expertise in technology policy issues, including industry, government, regulatory, trade, investment, and business trends in key global markets.The successful candidate will work closely with our Technology Policy Lead to...
-
Client Services Coordinator
4 weeks ago
Washington, Washington, D.C., United States Hillcrest Children Center Full timeJob Title: Client Services CoordinatorHillcrest Children & Family Center is a non-profit organization dedicated to providing comprehensive mental health services to individuals in our community. Our mission is to improve the lives of those struggling with mental illness through evidence-based treatment and compassionate care.Job SummaryWe are seeking a...
Senior Client Service Associate
2 months ago
We 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 Responsibilities- Liaise with clients to understand their needs and concerns, and provide tailored solutions to meet their expectations.
- Manage client relationships, ensuring timely and effective communication, and resolving any issues that may arise.
- Collaborate with our advisors to ensure seamless client onboarding, and provide ongoing support to ensure client satisfaction.
- Proactively identify opportunities to add value to our clients, and develop strategies to enhance their experience.
- Manage key relationships, build a process to track and nurture key stakeholders and clients, and maintain updated client information in our CRM system.
- 4-6 years' experience in the financial services industry, with a minimum of 2 years' experience in client service administration.
- BS/BA required, with a strong understanding of financial services and client relationships.
- Excellent communication, interpersonal, and organizational skills, with the ability to work in a fast-paced environment.
- Proficiency in computer-based programs and CRM's, such as Calendly, and Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
We offer a dynamic and supportive work environment, with opportunities for continued growth and advancement. Our team is committed to delivering exceptional client experiences, and we are seeking a like-minded individual to join our team.
We welcome a diverse pool of applicants from various backgrounds, and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you.
