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We're looking for an ambitious candidate to work in DSPolitical's Client Services team! As a Client Services Associate, you will assist with trafficking campaigns to the Programmatic Trading team, the preparation and production of reports, and other resources for clients...
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Remote job
Work from home
Afternoon shift
Monday to Friday
Our organization is looking for an entry-level Client Services Associate to join our customer service team. As a Client Services Associate, you will communicate with clients in person and provide them with great help and service. You will give customers with information...
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...Experienced
Job Location
WCDC - Washington, DC
Position Type
Full Time
Job Category
Customer Service
Description
Job Title: Client Services Associate
Reports To: The Client Services Associate will report to the Client Services Supervisor, Client...
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Full time
Work experience placement
Job Description
Client Service Associate
Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible...
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Work experience placement
Client Service Associate
Multi-Billion Independent Wealth Management Firm
Arlington, VA
Overview
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services...
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JOB TITLE: Client Service Associate
EMPLOYER : Signature Estate and Investment Advisors Inc
DEPARTMENT: Advisory Team- Virginia
REPORTS TO: Lead Advisor
EFFECTIVE DATE: 5/16/2024
SUMMARY: This position supports the lead advisor with account management and client service...
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Immediate start
POSITION SUMMARY
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...
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Local area
...inclusion.
Job Description
RockCreek seeks a dynamic, resourceful, detail-oriented, and energetic professional for the Client Services Senior Associate position. The ideal candidate is well-organized, flexible, anticipates change, and up to date on financial markets...
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Holiday work
Remote job
Flexible hours
...with various needs
Learn and adapt to service needs of various accounts in order to... ...and account procedures in order to assist clients
Demonstrate initiative and desire... ...Database management of contacts and associates
Oversee marketing efforts
Special...
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Local area
Job Description
The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales...
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Work experience placement
...asset management. Chevy Chase Trust offers clients direct access to decision-makers and is... ...to inventive thinking and client service.
Our global, macroeconomic outlook means... ...Summary
The Trust Officer, Client Services Associate will assist and support Senior Trust...
Suggested
Work experience placement
...Little Patuxent Parkway, Columbia MD.
Responsible for the general servicing and support of the Financial Advisors.
This includes... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
ESSENTIAL...
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Holiday work
Full time
Part time
Second job
Shift work
Day shift
...registered investment adviser with over $10 billion in assets under management, is actively recruiting an Investment Services Sales and Client Service Associate, for our Investment Services Department located in our Silver Spring, MD office. This person will support...
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...Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on... ...level of ownership and responsibility in the search for a
Client Service Associate Wealth Management.
The Client Service Associate will have...
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Summary
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing...
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Immediate start
...CCI Health Services' mission is to deliver high quality, accessible care to our community members, leading the way to a more... ...care system for everyone.
POSITION SUMMARY:
The WIC Client Services Associate assists with the delivery of WIC services at a CCI-WIC Center...
Local area
Immediate start
Remote job
...extensive global presence among professional services organizations. You'll embark on a... ...the ordinary, working with extraordinary clients spanning every industry, regardless of their... ...your success!
The Role:
Senior Associates in our Private Client Services practice,...
Full time
Private practice
Local area
...Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment... ...Description
Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Washington DC branch office. The RCSA...
Local area
The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...
Holiday work
Full time
Overview :
Our client has a direct hire opportunity for a Client Services Coordinator in Washington, DC . The role of Client Services Coordinator entails... ....
Client Move-Ins:
Manage procedures associated with client move-ins, including welcome packages...
Contract work
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