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Search Results for Client Associate
- Client Associate - Washington, DC
- Bank of America Corp. - Washington/Metro, District of Columbia
- Banking / Mortgage
- Title: Client Associate - Washington, DCLocation: US-DC-WashingtonOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person (see more)
- Client Associate - Washington, DC
- Bank of America Corp. - Washington/Metro, District of Columbia
- Banking / Mortgage
- Title: Client Associate - Washington, DCLocation: US-DC-WashingtonOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person (see more)
- Registered Client Associate - Tysons Corner, VA
- Bank of America Corp. - Alexandria, Virginia
- Banking / Mortgage
- Title: Registered Client Associate - Tysons Corner, VALocation: US-VA-ViennaOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Associate Client Data Analyst
- Royall & Company - Richmond, Virginia
- Advertising / Marketing / PR
- The Associate Client Data Analyst provides support to the client account teams through tasks associated with timely and accurate data exchange including reviewing data in a variety of file types. Must have a bachelors degree in computer science and experience with Microsoft Office products, in particular Access and Excel. SQL experience is preferred. Essential Functions: Support Royall & Company with regards to all data-related issues as directed by the Client Data Analyst under the assigned account teams not limited to but including: Complete manual validation and synching of eProducts and (see more)
- Associate Client Account Manager
- Confidential - District of Columbia
- Accounting / Finance
- The Associate Client Account Manager (Associate CAM) is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations. The Associate CAM acts as a liaison between Senior Client Account Managers and all other service areas of the organization, including: Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Alternative Asset Management Group, Philanthropic Advisory Services, Property and Casualty Advisory Services, (see more)
- Registered Client Service Associate
- UBS Financial Services - Norfolk/Hampton Roads, Virginia
- Accounting / Finance
- > Title Registered Client Service AssociateJob Reference # 84027BRLocation United States - VirginiaCity NorfolkFunction Category Administration and SupportBusiness Divisions Wealth Management AmericasJob Type Full TimeDescription Job Summary and Mission:The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs.Job Responsibilities:* Provide service to UBS clients by responding to clients requests and addressing (see more)
- Registered Client Service Associate
- UBS Financial Services - Norfolk/Hampton Roads, Virginia
- Accounting / Finance
- > Title Registered Client Service AssociateJob Reference # 84010BRLocation United States - VirginiaCity Virginia BeachFunction Category Corporate Infrastructure & FacilitiesBusiness Divisions Wealth Management AmericasJob Type Full TimeDescription Job Summary and Mission:The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs.Job Responsibilities:* Provide service to UBS clients by responding to clients (see more)
- Client Relationship Associate
- Capital Group Companies - Washington/Metro, District of Columbia
- Accounting / Finance
- Title Client Relationship AssociateAutoReqId 14472BRFunctional Area AdministrativeExperience Level 2-5 yearsWork Location Washington, D.C.Full Time / Part Time Full TimePosition Description The Capital Group Private Client Services (CGPCS) Relationship Associate is a key member of the CGPCS client service team, working with the Relationship Specialist to support the Investment Counselor who markets, establishes and maintains relationships with and provides investment strategies for high net worth investors. The associate executes the administrative needs of the Investment Counselor and (see more)
- Associate Client Advisor
- Deltek Systems - Alexandria, Virginia
- Information Tech / Computer
- Job details Job 1of 1Apply to job  Send to friend Save to cart Auto req ID 443BRExternal Job Title Associate Client AdvisorWork Location US HDQ-Herndon, VACompany Summary Deltek (Nasdaq: PROJ) Deltek is in a unique position within the enterprise software industry. We are an innovative, publicly-traded, fast-growing market leader that offers all of the assets you need to sell with confidence - brand recognition, 15,000 customers, a large and experienced marketing team - with the nimble, entrepreneurial culture that gives you the freedom to blaze your own trail. No one else in (see more)
- Sr. HR Client Consultant (Senior Manager) Job
- Capital One - McLean/Arlington, Virginia
- Executive Management
- Sr. HR Client Consultant (Senior Manager)-716091DescriptionProvide strategic HR consulting to one or two client groups (led by VP/MVP). Generally manages core HR processes (e.g., performance management) for business unit. Participates on cross-functional business initiatives/projects, lending expertise on people related matters. Partners with associate relations specialist on AR issues, exit interviews, etc. Partners with corporate to resolve escalated HR service issues/questions (e.g., payroll, compensation, benefits).Responsibilities:- Provide HR Consulting to senior leaders of assigned (see more)
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