Client Services Associate

This is a full-time, on-site role for an experienced service professional located in Bethesda, MD. The Client Service Associate will be responsible for answering inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation, coordinating schedules, and preparation of meeting materials. Experience in...

This is a full-time, on-site role for an experienced service professional located in Bethesda, MD. The Client Service Associate will be responsible for answering inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation, coordinating schedules, and preparation of meeting materials. Experience in...

Divergent Planning is a fee-only wealth management in Bethesda, MD. We have been steadily growing our practice for 21 years by focusing on excellent client experience as a small ensemble. We are seeking a full-time PERMANENTLY REMOTE Client Service Associate to join our team. We have a strong culture, competitive salary, and an upbeat workplace that make...

Client Service Associate Client Service, Associate, Service, Retail

Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rela Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking

Position Summary:The Senior Trust Officer is responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients.Duties & Responsibilities Communicate directly with client clearly and effectively, respond to client requests, work to resolve issues and...

Position Summary:The Senior Trust Officer is responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients.Duties & Responsibilities Communicate directly with client clearly and effectively, respond to client requests, work to resolve issues and...

Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...

Job DescriptionJob DescriptionTitle: Associate Financial Advisor  Salary: Commensurate with SkillsEmployment Type:  Full Time, in officeRequired Experience: 5 + yearsPosition Description:This position is for an Associate Financial Advisor (AFA) to manage an existing block of clients.  There is no cold-calling or required revenue production.  The AFA...

**Position/Title: Client Relations Coordinator, Valuation Services** **Department: Mortgage Underwriting** **Reports To: Director of Collateral Risk** **Location: Bethesda, Maryland or Remote** **FLSA Status: Non-Exempt** **Last Updated: April 24, 2024** **Summary** Temple View Capital (“TVC”) is an established, fast growing direct private lender...

B.F. Saul Insurance (BFSI) is a boutique advisory firm providing proactive, smart, and highly responsive insurance and claims advocacy services throughout the United States. With community roots in the Washington DC metropolitan area spanning over 100 years, we help businesses and non-profits as well as families and individuals with complex needs protect...

Rowan has completely reimagined the ear piercing experience and revolutionized the traditional mall-based model. All our piercings are performed exclusively by licensed Nurses. All of Rowan's products are hypoallergenic. Our priority is to offer a fun, celebratory, and safe piercing experience for everyone. When we say piercing for all, we mean it. Everybody...

Rowan has completely reimagined the ear piercing experience and revolutionized the traditional mall-based model. All our piercings are performed exclusively by licensed Nurses. All of Rowan's products are hypoallergenic. Our priority is to offer a fun, celebratory, and safe piercing experience for everyone. When we say piercing for all, we mean it. Everybody...

Rowan has completely reimagined the ear piercing experience and revolutionized the traditional mall-based model. All our piercings are performed exclusively by licensed Nurses. All of Rowan's products are hypoallergenic. Our priority is to offer a fun, celebratory, and safe piercing experience for everyone. When we say piercing for all, we mean it. Everybody...

Rowan has completely reimagined the ear piercing experience and revolutionized the traditional mall-based model. All our piercings are performed exclusively by licensed Nurses. All of Rowan's products are hypoallergenic. Our priority is to offer a fun, celebratory, and safe piercing experience for everyone. When we say piercing for all, we mean it. Everybody...

Banking & Finance AssociateBethesda, MD (On-site)Full-time$50-60k + Excellent Benefits Job Overview:We are seeking a Banking and Finance Associate to join our team of highly dedicated compliance and accounting professionals. This position requires someone with a keen attention to detail, a passion for doing things right, and exceptional organizational...

Hiring a sales professional for a high-end boutique jewelry store. Seeking a self-starter with strong communication skills, excellent attention to detail, strong customer service orientation, and a drive to sell who will be a good fit with our family-owned jewelry boutique's tradition of excellence. The sales associate will create a luxury shopping...

Hiring a sales professional for a high-end boutique jewelry store. Seeking a self-starter with strong communication skills, excellent attention to detail, strong customer service orientation, and a drive to sell who will be a good fit with our family-owned jewelry boutique's tradition of excellence.The sales associate will create a luxury shopping experience...

POSITION SUMMARY:The Commercial Insurance Associate is responsible for conducting client research, supporting the pre and post-renewal process, and preparing client deliverables for commercial lines (i.e., property and casualty), and financial lines (i.e., D&O/E&O Cyber).DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the...

POSITION SUMMARY:The Commercial Insurance Associate is responsible for conducting client research, supporting the pre and post-renewal process, and preparing client deliverables for commercial lines (i.e., property and casualty), and financial lines (i.e., D&O/E&O Cyber).DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the...