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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Lead & Advisor Coach in Alexandria, VA vacancy
- 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
$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 hoursMalloy Ford Alexandria
Alexandria, VA20 days ago- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a strong... ...As a Private Client Advisor in Chase Wealth Management, you will... ...needs and financial coaching beyond investments Embrace... ...About Us Chase is a leading financial services firm...Suggested
Leading Age Virginia
Arlington, VA4 days ago $33.28k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...role build trusted relationships. Leading with a client first mindset, a...SuggestedTemporary workWork at officeLocal area- 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...Suggested
$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...- 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...
- ...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
Ben & Jerry's - Primo Partners
Alexandria, VA1 day ago - Stiles Machinery is hiring a District Team Leader in Washington D.C. This position is responsible for performing core Field Service Representative duties while also supervising a team. The role involves ensuring customer satisfaction by overseeing service quality and mentoring...
$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$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...$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 startVia Logic LLC
Alexandria, VA4 days ago$90k - $100k
...Sedgwick is seeking a Client Service Manager with Casualty Claims experience to manage client accounts and maintain key relationships. The ideal candidate will have over 5 years in claims management, with strong skills in client communication and problem-solving. Responsibilities...Sedgwick Law
Washington DC1 day ago$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 shiftRegency Furniture
Falls Church, VA2 days ago- ...O'Reilly Automotive Stores, Inc. is seeking a Retail Service Specialist in Alexandria, Virginia. This role involves supporting the Store Manager and team in delivering excellent customer service and store operations. The ideal candidate will have retail sales experience...
O'Reilly Automotive Stores, Inc.
Alexandria, VA4 days ago - ...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
Advance Auto Parts
Falls Church, VA7 hours ago - ...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
brobstongroup.com - Jobboard
McLean, VA12 hours ago $25 - $30 per hour
...Customer Care Coach Employment Type : Full-Time Compensation: $25–$30/hr + quarterly performance based bonuses. Want to Help People Move Forward? Join Serenity. Looking for work that feels meaningful but doesn’t require a specialized background? At Serenity...Full timeWork experience placementSerenity Mental Health Centers
Arlington, VA5 hours ago$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 officeDinamic AS Group
Washington DC9 days ago$75k - $160k
Goldman Sachs is seeking Wealth Management Professionals in Washington, D.C. to enhance client services in global wealth management. Ideal candidates will have a Bachelor's Degree and 2-4 years of experience in client service or finance. The role involves managing client...$75k - $160k
The Goldman Sachs Group is seeking Wealth Management Professionals in Washington, DC to enhance client relationships and provide operational support. The role requires strong client service skills and organizational abilities to manage investments and client interactions...- ...A supportive healthcare organization is seeking a Customer Care Coach to help individuals progress in meaningful ways. In this role, you'll work one-on-one with participants, guide them through structured sessions, and foster a positive environment. The ideal candidate...
Serenity Healthcare, LLC
Alexandria, VA7 hours ago - ...J.P. Morgan Chase is looking for a Private Client Advisor in Arlington, Virginia. In this role, you will provide comprehensive financial planning and investment solutions to clients, ensuring their financial goals are met. The ideal candidate will have at least 2 years...
Leading Age Virginia
Arlington, VA12 hours ago - 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...
$21.54 per hour
...guest satisfaction through booking reservations, assisting guests, and resolving concerns. Responsibilities include supervising guest services and training staff. The ideal candidate will have prior guest services experience and excellent customer service skills....Night shift$48 - $57 per hour
...sites in Washington DC area as one of the key members of the Field Services team. The candidate will be responsible for overall network... ...providing first response in support of various VIPs network and client services. Support level duties may include troubleshooting and...Hourly pay$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- ...community that values work-life balance and provides mentorship from experienced leaders. Join a team dedicated to exceptional customer service while having the freedom to tailor your schedule to fit your lifestyle. Don't miss out on this chance to take the next step towards...Remote jobWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Lead & Advisor Coach. Be the first to apply!
Related searches
- service lead Alexandria, VA
- service team leader Alexandria, VA
- early intervention service coordinator Alexandria, VA
- service coordinator Alexandria, VA
- food service coordinator Alexandria, VA
- family service coordinator Alexandria, VA
- associate corporate finance Alexandria, VA
- financial planner Alexandria, VA
- estate planning consultant Alexandria, VA
- financial counselor Alexandria, VA