Wealth Client Services Lead & Advisor Coach
CAPTRUST
CAPTRUST is looking for a Wealth Client Services Senior Team Leader in Alexandria, VA to lead a dedicated team, ensuring exceptional client service for wealth clients. This role requires deep collaboration with Financial Advisors and internal partners to solve complex issues, as well as coaching and mentoring of team members. The successful candidate will need at least 8 years of relevant experience and a four-year degree. Key benefits include employee ownership opportunities and comprehensive health coverage. #J-18808-Ljbffr CAPTRUST
- Wealth Client Services Senior Team Leader CAPTRUST is seeking a Wealth Client Services Senior Team Leader to work with financial advisors to service and retain wealth client relationships. The Senior... ...will have a desire to coach and lead while working with a dedicated...SuggestedFull timeWork experience placementWork at office
$20 - $23 per hour
...Job Description Job Description Malloy Ford of Alexandria is looking for a reliable, customer-focused Mobile Service Coordinator/Service Advisor to join our team. In this role, you’ll schedule and manage off-site service appointments and act as the main contact...SuggestedHourly payFlexible hours- Wealth Enhancement in Falls Church, VA is looking for a highly motivated Sr Client Service Associate to enhance client experiences. The role involves client onboarding, account administration, and ensuring operational needs are met while fostering strong client relationships...SuggestedFull time
- ...ambitions. You will be part of a supportive environment dedicated to your success, with access to mentorship from seasoned leaders committed to your professional development. Don’t miss the chance to advance your career in client service leadership! #J-18808-Ljbffr...SuggestedRemote workWork from home
- A leading automotive service provider in Maryland is seeking an automotive service advisor to oversee shop operations and manage a team. The role involves delivering exceptional customer service, conducting vehicle inspections, and ensuring a clean and organized facility...Suggested
$33.28k - $85k
...Overview Registered Client Service Associate Registered Client Service Associates provide... ...our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...role build trusted relationships. Leading with a client first mindset, a...Temporary workWork at officeLocal area- ...Job Description Job Description Guest Service Team Leader - Master of Service and Leadership Are you ready to lead with enthusiasm and ensure every guest leaves happier... ...off-premise events. You'll become a flavor coach, managing guest interactions and ensuring operational...Hourly payPart timeShift workNight shiftWeekend work
- A financial services firm located in Fairfax, Virginia is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. Ideal candidates will have... ...3 years of experience in wealth management, a Bachelor's...
- Citi is seeking a Licensed Client Service Associate to provide wealth management services in Bethesda, Maryland. The role requires strong communication skills, risk assessment, and compliance to enhance the reputation and effectiveness of Citi's services. The ideal candidate...
- A financial services firm is seeking a professional for wealth management support. Responsibilities include servicing client inquiries, processing account requests, and maintaining accurate CRM records. Ideal candidates have a bachelor’s degree and a minimum of 3 years...
$74.39k - $103.81k
Citigroup Inc. is seeking a Licensed Client Service Associate in Bethesda, Maryland. This role involves delivering wealth management services and requires strong communication skills, attention to detail, and compliance with regulations. Candidates should possess 2-5 years...- J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations) Manassas, VA, United... ...delivering extraordinary customer service while maintaining a strong... ...view of clients’ needs and financial coaching beyond investments Embrace digital...Full time
$13.77 per hour
A leading retail brand is seeking a part-time Service Lead/Keyholder in Fairfax, Virginia. In this role, you will drive positive guest experiences, lead a dedicated team, and oversee various store operations. The ideal candidate will have exceptional interpersonal skills...Hourly payPart timeFlexible hours$22 - $25 per hour
...UpTeam Consultants in Washington, DC is looking for a dedicated Service Manager to enhance our customer service experience. This role requires... ...and strong task management abilities. The ideal candidate will lead a team of technicians, ensure an efficient service queue, and...$13.77 per hour
A retail company is seeking a part-time Service Lead in Fairfax, Virginia. You will be responsible for driving store performance, training team members, and ensuring a positive guest experience. Ideal candidates should possess exceptional interpersonal skills, a passion...Hourly payPart time$49k - $53k
...make a meaningful impact. Job Description Dinamic AS Group is seeking a detail-oriented and proactive Service Account Coordinator to support our client service operations. This role is ideal for individuals who excel at organization, communication, and relationship...Full timeWork at office$92.3k - $166.85k
...better-informed decisions using trusted data at scale. Leidos Digital Modernization sector is seeking an experienced Senior Service Manager Lead to support the delivery, enhancement, and adoption of enterprise data and analytics products used across multiple DoD organizations...Local areaImmediate start- A leading automotive parts retailer in Falls Church, VA seeks a full-time Retail Parts Pro. This role requires expert knowledge of automotive... .... Responsibilities include providing exceptional customer service, managing DIY services, and ensuring store standards. Ideal...Full time
- Driftwood Hospitality Management in Falls Church, Virginia, is seeking a skilled Event Coordinator to manage hotel events from planning to execution. The ideal candidate will have at least two years of experience in hotel catering, strong communication skills, and the ability...
$92.3k - $166.85k
...better-informed decisions using trusted data at scale. Leidos Digital Modernization sector is seeking an experienced Senior Service Manager Lead to support the delivery, enhancement, and adoption of enterprise data and analytics products used across multiple DoD organizations...Local areaImmediate start$21.54 per hour
...Auditor-Hospitality Worker III in Arlington, Virginia. Responsibilities include booking reservations, assisting guests, and leading the guest services team to ensure satisfaction. The ideal candidate should have prior guest services experience and exceptional customer...Hourly payNight shift- Summary The Service Lead supports daily store operations and leads the client service team to deliver a luxury client experience. This role focuses on driving sales, coaching associates, and ensuring merchandising and operational standards are met. The Service Lead reports...Flexible hoursWeekend workAfternoon shift
- ...Launch Your Career with Regency Furniture as a Sleep Coach Where Comfort Meets Opportunity! Are you passionate about helping people... ...stylish, high-quality products and exceptional customer service. We believe in fostering a positive work environment where our team...Hourly payNight shift
$60k - $120k
...Sleep Coach Salary Range $60,000.00 - $120,000.00 Commission/year Launch Your Career with Regency Furniture as a Sleep Coach Where... ...stylish, high-quality products and exceptional customer service. We believe in fostering a positive work environment where our team...Hourly payNight shift- ...TransPerfect Connect is seeking organized and talented individuals for a role focused on Project Management and Client Services in Washington, DC. You will be responsible for responding to client requests, managing relationships, and delivering high-quality results. The...Flexible hours
- Bogart Wealth is seeking a Client Services Manager in McLean, Virginia, to oversee service delivery and manage a team of Client Service Associates. The role involves operational oversight, shaping client experience, and ensuring compliance with best practices. Candidates...
$140k - $180k
Malloytoyota in Alexandria, Virginia is seeking an experienced Service Director. The role involves managing the service department, ensuring customer satisfaction, and overseeing all service operations. With a salary range of $140,000-$180,000 and flexible hours, this position...Flexible hours$146.7k - $335.1k
...Overview The Transition/Onboarding Lead will play a critical role in... ..., and stabilization of clients onto EY’s IFMS operating model... ...smooth onboarding of client services into steady‑state operations.... ...other benefits. Support and coaching from engaging colleagues. Opportunities...- brobstongroup.com - Jobboard in McLean, Virginia, is seeking a Service Lead to support daily store operations and lead the client service team. You will focus on driving sales, coaching associates and ensuring that operational standards are met to deliver a luxury client...Flexible hours
$12 per hour
...community offering programs and services encompassing youth... ...Position: Wellness Coach Salary: $12.00 per hour... ...Metropolitan Washington is a leading nonprofit organization that has... ...Process, Fitlinxx or Fitness Advisor Process, Fitness Evaluation Process...Hourly payWork at office
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