Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Experience Lead

Doist

Mercer Advisors is seeking a Relationship Manager I to elevate client service across Wealth Management. You will work with Wealth Advisors to ensure service commitments are delivered with precision and care, acting as a liaison between clients and internal teams to drive consistent experiences. Responsibilities include managing client workflows, supporting practice management, and contributing to client retention and growth. #J-18808-Ljbffr Doist

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Experience Lead in Rockville, MD vacancy
  • Mercer Advisors is seeking a Relationship Manager I to elevate client service and strengthen advisor partnerships. You will oversee service...  ...delivery, ensure timely client follow-ups, and collaborate with Wealth Advisors to drive client growth and retention. This role offers... 
    Suggested

    Mercer-Advisors

    Rockville, MD
    3 days ago
  • Roda is a start-up company located in Rockville, MD, seeking a Customer Experience Concierge. You will manage communication with clients from initial contact to service completion, ensuring exceptional customer satisfaction. The ideal candidate will have at least 3 years... 
    Suggested

    Roda

    Rockville, MD
    1 day ago
  •  ...Veterinary Referral Associates in Gaithersburg, MD seeks a Care Coordination Manager to lead all client-facing administrative teams, ensuring an exceptional client and patient experience while coordinating with hospital leadership and clinicians. The role oversees... 
    Suggested

    PetVet Care Centers

    Gaithersburg, MD
    5 days ago
  •  ...Associate Vice President, Lead Wealth Advisor About the Company Highly respected financial...  ...the financial lives of high-net-worth clients, leading sophisticated wealth planning...  ...with a minimum of 5 years' experience in wealth management or a related field... 
    Suggested
    Work at office

    Confidential

    Potomac, MD
    1 day ago
  • AMT Engineering in Maryland is seeking a Client Development Manager with 6-10 years of experience in business development within the AEC sector. This role focuses on strategic relationship development and market growth initiatives while reporting directly to leadership... 
    Suggested

    AMT Engineering

    Rockville, MD
    4 days ago
  • Lilly Pulitzer is seeking an Assistant Store Manager in McLean to drive budgeted net sales and deliver an exceptional client experience. You will lead the store in the Store Manager’s absence, uphold core values, and coach a dynamic team to achieve strong results. You... 

    Lilly Pulitzer

    Mc Lean, VA
    2 days ago
  • Thrive Pet Healthcare is seeking a full-time Veterinary Client Service Representative to join our Germantown, MD team. You will welcome clients, coordinate appointments, answer questions, and provide seamless support from check-in to check-out during each visit. We offer... 
    Full time

    Penn Medicine, University of Pennsylvania Health System

    Germantown, MD
    1 day ago
  • Jacadi seeks a results-driven Store Manager for our Tyson Galleria boutique in McLean, VA. You will elevate client experience, inspire your team, and ensure operational excellence while embodying elegance and care. This is a leadership opportunity within a luxury international... 

    FrenchFounders Inc.

    Mc Lean, VA
    4 days ago
  •  ...seeking a Tax Supervisor to coordinate engagements and manage client relationships. The role involves preparing and reviewing tax returns...  ...candidate holds a Bachelor's in Accounting and has relevant experience, including strong knowledge of tax law. This position offers a... 

    PBMares, LLP

    Rockville, MD
    4 days ago
  • Boggi Milano is seeking a Shop Manager to lead the Boggi Milano shop-in-shop at Bloomingdale’s in Chevy Chase, MD. You will drive exceptional client experiences, achieve sales targets, and ensure operational excellence while upholding brand standards. In this role you... 

    Boggi

    Chevy Chase, MD
    1 day ago
  •  ...part of Focus Financial Partners, seeks an Associate Wealth Manager to work with senior advisors and the client service team. You will support day-to-day...  ...with custodians, and ensuring a seamless, high-touch experience for clients. Bethesda, MD, office with a hybrid schedule... 
    Work at office

    Focus Financial Partners

    Bethesda, MD
    2 days ago
  • $165.82k - $290.18k

     ...manager for a diverse network of clients and focus on business...  ...and will serve as the face of Wealth Management within that market...  ...Actively seek and develop leads and referrals from current clients...  ...investment, or portfolio management experience required • Minimum of five... 
    Contract work
    Local area
    Night shift

    United Bank

    Bethesda, MD
    more than 2 months ago
  •  ...with a friendly, professional approach. The role emphasizes customer service, cash handling, strong communication and computer skills; hotel experience is preferred and IHG experience a bonus. Flexible schedule and benefits are available. #J-18808-Ljbffr EVEN Rockville
    Part time
    Local area
    Flexible hours

    EVEN Rockville

    Rockville, MD
    3 days ago
  • Charles Schwab is seeking a Client Relationship Manager (CRM) to lead branch operations and deliver exceptional client experiences. You will act as the first contact at the branch, supporting the Branch Manager and cross-functional partners to meet client needs and resolve... 

    Charles Schwab

    Gaithersburg, MD
    2 days ago
  •  ...and transfers, and processing payments within a fast-paced orthopaedic care network. Ideal candidates have 2+ years' call center experience in medical settings, strong customer service skills, and proficiency with EMR/EHR systems. The role emphasizes teamwork, compliance... 

    CAO

    Rockville, MD
    3 days ago
  • JETSET Pilates® in Tysons, Virginia, is seeking Studio Leads who excel in customer service to enhance client experiences. As dynamic team members, Studio Leads will assist clients and instructors, manage retail transactions, and ensure a tidy studio. This position requires... 
    Flexible hours
    Day shift
    Afternoon shift

    JETSET Pilates®

    Tysons Corner, VA
    4 days ago
  • $52.9k - $108k

     ...Hamilton in McLean, Virginia is looking for a Collections Lead. You will manage collections for major client accounts, ensuring the resolution of payment issues. The ideal candidate has 2+ years of experience in collections, a strong attention to detail, and proficiency... 
    Work at office

    Booz Allen Hamilton

    Mc Lean, VA
    2 days ago
  • $115k - $125k

    JOB SUMMARY The Associate Client Success Manager will support the Client Success team in ensuring the success and satisfaction of our...  ...success, helping to develop processes and tools that enhance client experience. Identify and communicate customer business needs and... 
    Temporary work
    Flexible hours

    MultiPlan

    Mc Lean, VA
    4 days ago
  • $129k - $193k

     ...work contributes to a greater purpose. Position Overview The Client Engagement Lead is a key leader within the Digital division of the...  ...an end-to-end network of innovative products, exceptional experiences, and supporting services. Your Impact As a Client Engagement... 
    Full time
    Local area

    Freddie Mac

    Mc Lean, VA
    2 days ago
  •  ...Workstream is seeking a Manager in Gaithersburg, MD, to lead dining room operations and ensure outstanding guest experiences. The ideal candidate will have at least 1 year of experience in the Casual Restaurant industry, possess strong leadership skills, and be available... 
    Casual work
    Weekend work
    Afternoon shift

    Workstream

    Gaithersburg, MD
    4 days ago
  •  ...expanding sales department while delivering exceptional customer experiences. The role requires leadership in a fast-paced automotive...  ...approach to customer service. The ideal candidate will guide clients through the sales process, be the go-to expert on vehicle features... 

    Ourisman Honda of Bethesda

    Bethesda, MD
    4 days ago
  • $140k - $160k

    Lead with Purpose. Partner with Impact. Over the years, Curo Private Wealth has grown thoughtfully and intentionally. Each chapter of...  ...build lasting relationships with clients who deserve a partner who...  ...support team. Own the client experience and the tools that power it:... 

    Kestra Financial

    Rockville, MD
    1 day ago
  •  ...Assistant Store Manager to be the heartbeat of the Tysons Corner store in McLean, VA. You will lead daily operations, develop a high-performing team, and elevate client experiences in a fast-paced retail setting. You will recruit, coach, and empower staff, delivering real-... 
    Afternoon shift

    sephora.com

    Mc Lean, VA
    3 days ago
  •  ...instead of working alone Have a positive attitude and don't mind jumping in wherever you're needed Bonus Points Customer service experience HubSpot or CRM experience Experience in custom apparel, printing, promotional products, or sporting goods A good sense of humor Why... 
    Full time
    Work at office
    Local area

    Marylands Athletic House Inc

    Gaithersburg, MD
    5 days ago
  •  ...Project Manager responsible for managing assigned projects, ensuring client expectations are met. This role includes overseeing project...  ...for project correspondence. Ideal candidates will have design experience, a relevant degree, and strong communication skills. The... 

    Peoples Associates Structural Engineers, Inc.

    Bethesda, MD
    3 days ago
  • $177.7k - $202.8k

     ...Overview Sr. Manager, Project Manager | Signature Experiences Programming Lead Capital One, a Fortune 500 company and one of the nation’s...  ...and services to consumers, small businesses, and commercial clients. Our mission is to create one of the nation’s great banks,... 
    Full time
    Part time
    Work at office
    Local area
    3 days per week

    Capital One

    McLean, VA
    15 days ago
  • $16 - $18.18 per hour

     ...Guest Experience Leader Flexible scheduling with a side of always feeling valued. A job at McDonald's offers a job combo that fits YOU...  ...This role is vital to the guest experience because you'll: Lead the experience: Check in with guests and make sure they are enjoying... 
    Hourly pay
    Local area
    Flexible hours
    Shift work

    McDonald's

    McLean, VA
    2 days ago
  •  ...Legend Management Group is seeking a Senior Leasing Consultant to drive direct sales, lead onsite team efforts, and deliver exceptional resident experiences at our Maryland/Virginia communities. You will listen to prospective residents, present solutions, and guide them... 

    Legend Management Group

    Clarksburg, MD
    1 day ago
  •  ...skills. We are committed to being America's best first job. Let's talk. Make your move. See a day in the life of a Guest Experience Lead at McDonald's Requirements: We believe in letting you do you. If you're looking for a part-time job that supports your... 
    Full time
    Part time
    Local area

    McDonald's

    Silver Spring, MD
    18 hours ago
  • $18 - $19 per hour

     ...party areas, take orders, and ensure the birthday child has a blast. Cast Members are trained across positions to deliver the best experience. Hourly pay ranges from $18.00 to $19.00, with commission potential for memberships and Fun Pass sales; teamwork and safety are... 
    Hourly pay

    CEC Entertainment, LLC

    Rockville, MD
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Experience Lead. Be the first to apply!