Manager of Client Services - McLean, United States - Simplex

Client Services Manager

3 days ago

*** · As a member of Cassaday & Company, a top wealth management firm in the country and Virginia's #1 financial advisor, you will support the firm by managing the Client Services team, developing and maintaining relationships with firm clients, and helping them maximize the valu ...

Client Services Associate

3 days ago

*** · As a member of Cassaday & Company, a top wealth management firm in the country and Virginia's #1 financial advisor, you will join our team as a member of the Client Services Department. · This position supports the firm by developing relationships with firm clients and help ...

Client Service Representative

1 week ago

Are you ready to be successful and advance your career? Do you enjoy interacting with and helping others? Are you looking for meaningful work that makes a difference to people? Are you someone who isn't afraid to bring solutions to the table to solve Client Service, Representativ ...

Client Services Specialist

1 week ago

Client Services Specialist · Job ID · 162790 · Posted · 11-Apr-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Administrative, Design, Marketing · Location(s) · McLean - Virginia - United States of America · **Get ready for an exciting career ...

Client Service Representative

1 week ago

Job Description - Client Service Representative - Brokerage Solutions **** · Client Service Representative - Brokerage Solutions **Job Number:** · 220056 **Primary Location** · : US-IL-Bloomington As a **Client Service Representative** on Brokerage Property and Casualty team, ...

Client Service Associate

1 day ago

Job Description · Job DescriptionBenefits:401(k) · Company parties · Competitive salary · Free food & snacks · Health insurance · Home office stipend · Paid time off · Profit sharing · Training & development · Tuition assistance · Wellness resources · Global Advisor Group provide ...

Client Service Associate

2 days ago

Job Description · Job DescriptionGlobal Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. Our team members, apply their extensive client service experience and deep knowledge of investment ...

Client Service Specialist

6 days ago

Job Description · Job DescriptionDescription: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 a ...

Client Service Associate

1 day ago

Job Description · Job DescriptionJOB 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 acc ...

Client Services Specialist

1 week ago

Job Details · Job Location · 155 - Normal, IL · Position Type · Full-Time/Part-Time · Job Shift · Day · Job Category · Retail · Description · Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a tea ...

Senior Client Services Associate

1 week ago

Job Description · Job DescriptionThis role will be a hybrid position 3 days in and 2 days work from home and will involve an initial 90 days of 5 days/week on-site during the training period. · Our client is a top Wealth Management Firm that provides comprehensive financial plan ...

Senior Client Services Associate

1 week ago

Job Description · Job DescriptionThis role will be a hybrid position 3 days in and 2 days work from home and will involve an initial 90 days of 5 days/week on-site during the training period. · Our client is a top Wealth Management Firm that provides comprehensive financial plan ...

Senior Tax Associate – Private Client Services

1 week ago

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive g ...

Client Associate

1 week ago

**About this role**: · **In this role, you will**: · - Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence · - Facilitate Financial Advisor and ...

Client Associate

4 days ago

**About this role**: · **In this role, you will**: · - Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence · - Facilitate Financial Advisor and ...

Wfs Director of Portfolio Management

1 week ago

**About Us**: · At West Financial Services, we have spent over 40 years building a firm dedicated to taking a creative and ethical approach to growing and protecting our clients' wealth and prosperity. Since our inception in 1982, we have provided financial services on a fee-only ...

Registered Client Associate

1 week ago

**About this role**: · **In this role, you will**: · - Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence · - Facilitate Financial Advisor and clie ...

Companion Care Partner

1 day ago

**Montcordia Summary**:Montcordia is a private pay, concierge level senior services program within an established nonprofit agency, Service Coordination, Inc. (SCI). Montcordia was created for clients seeking a deeply vetted and highly trained team of professionals that take a lo ...

Tax Managing Director, Alternative Investments

21 hours ago

**Job Summary**: · As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. · **Job Duties**: · As a Tax Managing Director in our Altern ...

Community Manager

2 days ago

JLL supports the Whole You, personally and professionally. · About JLL · - We're JLL. We're a professional services and investment management firm specializing in real estate. As a Fortune 500 company, we help real estate owners, occupiers and investors achieve their business amb ...