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Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...
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Private practice
Afternoon shift
...Client Service Associate with a Wealth Management Firm! 10% Annual Bonus, 401k Match, Medical Benefits, and Amazing Culture!
This Jobot... ...maintaining client records, scheduling appointments, and coordinating communications between clients and our financial advisors....
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Permanent employment
...Management, the nation's largest luxury amenity service provider for residential and commercial... ...…
As an NFC Amenity Resident Services Coordinator, you get to work at some of the most... ...their unit
Provide resources to the clients and open and welcoming environment for...
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Local area
...Job Description Description: Job Summary
ARG’s mission is to protect clients from obsolescence by providing IT clarity and advising our clients about technology
changes. Client Service Specialists are service experts who are primarily responsible for working all...
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Remote job
...care while remaining friendly, courteous, and efficient. Aligned Orthopedic Partners is recruiting for an experienced Patient Service Coordinator.
What you will do:
Receives and directs incoming telephone calls politely
Accurately documents messages and...
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Temporary work
$70k - $80k
...Client Services Administrator
We are seeking a diligent and organized Client Services Administrator to join the Sales and Marketing team for a growing firm in the Tysons area. As a Client Services Administrator, you will play a pivotal role in ensuring smooth operations...
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Contract work
...days of 5 days/week on-site during the training period.
Our client is a top Wealth Management Firm that provides comprehensive financial... ..., estate planning, risk management, and investment management services. The company manages approximately $5 billion in assets on...
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...days of 5 days/week on-site during the training period.
Our client is a top Wealth Management Firm that provides comprehensive financial... ..., estate planning, risk management, and investment management services. The company manages approximately $5 billion in assets on...
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Flexible hours
...trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we...
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Full time
Private practice
Local area
At West Financial Services, we have spent over 40 years building a firm dedicated to taking... ...approach to growing and protecting our clients’ wealth and prosperity. Since our... .... Reviews cost basis on new securities, coordinates updates with back office provider to ensure...
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...extensive global presence among professional services organizations. You'll embark on a... ...the ordinary, working with extraordinary clients spanning every industry, regardless of their... ...philosophy and investment process
Coordinate and collaborate on the systematic preparation...
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Full time
Local area
...experience using CRM software and tracking/managing potential clients
Has fantastic interpersonal skills and is excited to speak with... ...to enrollment practices as it pertains to the education of the services we provide and moving families throughout the stages of...
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...trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we...
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Full time
Work experience placement
Internship
Private practice
Local area
$60k - $90k
...Job Title: Client Services Associate
Job Location: McLean, VA
Job Salary: $75k - $90k+ DOE
Requirements: At least 2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm, Series 65 or 66
We are a "Registered...
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Full time
...Government Solutions (CGS) LLC is seeking a highly motivated Proposal Coordinator to join our team in the Washington, DC area. As the Proposal... ...and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from...
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Relief
Local area
Flexible hours
Locations: US Remote, United States of America
Work from Home Customer Service Coordinator - Bank Voice
More Than Just a Bank, More Than Just a Career
Your Voice is our voice. We’ll champion you.
The best people listen and then say, “How...
Full time
Part time
Local area
Remote job
Work from home
Home office
Flexible hours
Sunday
Saturday
...Posting End: 05/27/2024
Job ID: R0208070
EARN A BONUS UP TO $500! Hiring immediately!
Our mission is to provide incredible service and help our customers live healthier, better lives through food. As a part of our Seafood team, you'll work with others to educate...
Holiday work
Part time
Immediate start
Shift work
Weekend work
Sunday
...Job Description
Job Description 1. Role Overview
Service Management Project Coordinator, a self-driven individual who would be accountable for... ...preferably for ITSM
Stakeholder Management (internal/ client) up to the Director/ VP career stage while ensuring high...
Second job
Flexible hours
...lookout for professionals to fulfill the staffing needs of our clients, and we currently have a few job openings that may interest you... ...test automation within a cloud-native environment, utilizing AWS services.
Collaborate with cross-functional teams to ensure seamless...
Permanent employment
Contract work
...Job Description
Job Description Proposal Coordinator
HumanTouch is looking for a detail-oriented Proposal Coordinator to join our... ...marketing, human resources, contracts, finance, solutions, and client delivery.
Formatting and packaging proposals according to...
Contract work