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$65k - $90k
...personalized investment consulting services to clients such as retirement plan sponsors,... ...prosper. The Client Service Associate role is a valuable part of the overall... ...outreach to build and maintain strong relationships with our client-base and identify firm...SuggestedWork experience placementSummer workWork at officeLocal areaRemote workShift workFiducient Advisors
Washington DC5 days ago$33.28k - $85k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Washington DC4 days ago- ...Senior Client Service Associate General Catalyst is a global investment and transformation company that partners with the world's most... ...needs. This experienced professional oversees complex client relationships, guides junior associates, and serves as a trusted...SuggestedWork at office
General Catalyst Partners
Washington DC4 days ago - ...- Globe Life/AIL we provide permanent benefits for union and association members across the United States. We are looking to expand our... ...Answering incoming customer inquiries Booking appointments w/ clients to go over their coverage options Collaborate w/ management...SuggestedRemote jobPermanent employmentFull timeWork from home
Globe Life American Income Division: Sparby Organization
Adelphi, MD2 days ago - ...Client Service Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes...SuggestedTemporary workWork experience placementWork at office
B.F. Saul Company
Bethesda, MD4 days ago - ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position... ...role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer...SuggestedImmediate startFlexible hours
Aurora Ripple Enterprises
Falls Church, VA19 hours ago $39k - $61k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource... ...What will you do? Build and maintain professional relationships with clients by assisting them and answering account...SuggestedFull timeFlexible hours- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$30.77 - $45.67 per hour
...About this role: Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors... ...necessary to support efforts to service and grow client relationships Often acts as the liaison for all referral sources by reviewing...SuggestedFull timeWork experience placementWork at office- ...At Lanham Partners, we value our partnered clients and share their vision of growth. Our success in... ...creating these long-lasting promising business relationships is due to our dedicated Entry Level Client Success Associate Team. Their determined efforts in providing our...SuggestedFull time
- Overview At Canon, we believe that embracing our differences makes us stronger, more innovative, and better equipped to serve our communities. We are committed to fostering a workplace where everyone can thrive professionally, and where diversity of background, thought...Suggested
Canon Solutions America
Washington DC1 day ago - ...experts and modern tax-smart tools, ensures clients have a clear, real-time view of their... ...Job Summary The Client Development Associate will be responsible for engaging... ...important for this person to be a strong relationship builder as well as an ambassador for the...SuggestedRemote work
$45k - $75k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial... ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors...SuggestedWork experience placementWork at office$44k - $72k
...as well as industry knowledge to help clients obtain their financial goals and plan for... ...increasing revenue, enhancing client relationships and streamlining day-to-day processes.... ...-have ~3+ years of Registered Client Associate experience or related industry experience...SuggestedFull timeFlexible hours- ...Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Registered Client Associate in Wealth and... ...keeping necessary to support efforts to service and grow client relationships When applicable, acts as the liaison for all referral...SuggestedOngoing contractWork experience placementWork at officeImmediate start
$55k - $70k
...well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024. Position A Private Advisor... ...a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members...Work at officeLocal area$60k - $65k
...Gravity Research is seeking a highly motivated candidate to join our growing firm as a Client Engagement Associate . The ideal candidate will have excellent written and oral communication skills and will be exceptionally organized, persistent, and collaborative...Full timeWork at office- ...concentrated focus in these areas enables us to more deeply understand our clients’ technical needs, and our candidates’ individual talents and career interests. Our broad network of long-term client relationships gives us a competitive edge. We look forward to speaking with...Full time
Vanguard-IP
Washington DC3 days ago - ...concentrated focus in these areas enables us to more deeply understand our clients technical needs, and our candidates individual talents and career interests. Our broad network of long-term client relationships gives us a competitive edge. Our recruiters all have 10+ years...Part timeWork at office
Vanguard-IP
Washington DC16 days ago - ...: A J.D. from a law school accredited by the American Bar Association; Active membership, in good standing, of the Bar of a State... ...; Ability to develop and maintain collaborative working relationships, both within and outside OGC; You must meet all qualification...Full timePart timeWork experience placementSummer workCasual workWork at office
Office of Personnel Management
Washington DC3 days ago - ...team - Produces high quality legal work and provides excellent client services - Manages business and generates business through... ...and career interests. Our broad network of long-term client relationships gives us a competitive edge. Our recruiters all have 10+ years...Part time
Vanguard-IP
Washington DC3 days ago - ...on intellectual property enables us to more deeply understand our clients technical needs, and our candidates individual talents and career interests. Our broad network of long-term client relationships gives us a competitive edge. Our recruiters all have 10+ years...Part time
Vanguard-IP
Washington DC4 days ago - ...legal advice on complex and novel legal issues, managing a heavy workload and developing and maintaining productive working relationships with clients, other agencies and stakeholders, and the public. For the GS-13, you must: Have a professional law degree (LL.B. or...Full timeContract workSummer workWork at office
U.S. Department of Housing and Urban Development
Washington DC16 days ago $70k - $95k
...a lasting impact. The ideal candidate is a persuasive relationship-builder and confident communicator who excels at outreach, engagement... ..., offer acceptance rate, etc. Law School and Summer Associate Program Management Support on-campus interview (OCI)...Summer workWork at office3 days per weekEversheds Sutherland
Washington DC13 days ago$50k - $83k
...Description What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management... ...in a timely manner Build and maintain professional relationships with clients by assisting them and answering account questions...Full timeWork at officeFlexible hours- ...license to practice law. This role involves managing legal matters, delivering high-quality legal work, and maintaining excellent client relationships. Ideal candidates will have a strong work ethic and attention to detail. Competitive opportunities available in Washington,...Part time
Vanguard-IP
Washington DC3 days ago - ...communication (written and verbal), cross-functional collaboration, and cultivating and maintaining strong internal and external relationships. They will embrace accountability, depth of strategy, and a results-oriented approach that distinguishes activity from impact....Full time
EPIP
Washington DC16 days ago $180k - $190k
...The successful candidate will guide the associations regulatory strategy, collaborate... ...government affairs/legal role Existing relationships with agency officials, congressional staff... ...sophisticated and engaging work, access to toptier clients and peers, and a refreshing blend of...Permanent employmentFull timeContract workFixed term contractWork at officeRemote workFlexible hoursLatitude Legal
Washington DC16 days ago$90k - $120k
...Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property... ...activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hoursWTW inc.
Arlington, VA3 days ago- ...provides strong earning potential in a virtual environment. You’ll meet families online to review coverage needs. You will help clients move through approval. What We Provide Training & mentorship (no experience required) Access to reputable insurance...Full timeRemote workFlexible hours
