- Serve as a primary lead for private wealth client services
- Provide an excellent client experience for high net worth clients, building and maintaining client relationships
- Participate in the growth of a dynamic and growing, independent RIA by servicing client needs
- Strong culture of teamwork, integrity, work life balance and personal and professional development
- Competitive compensation package including benefits and revenue share
- 1+ years experience in Financial Services or Wealth Management
- Bachelors Degree
- Track record of professionalism, adaptability, attention to detail, and time management
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Client Service Associate
3 weeks ago
GemHarvest Arlington, United States**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 ...
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IT Service Desk Associate
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Fisher Investments Arlington, United States Full timeAre you looking to join a global technology department for an industry-leading financial advisory firm? Fisher Investments is looking for motivated technologists to support our business applications. If you want to make a difference as we develop scalable solutions to support our ...
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Client Service Associate
1 week ago
GemHarvest Arlington, United States**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 ...
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Amazon Services LLC Arlington, United StatesGraduate, preferably in a quantitative field of study with relevant exp of 0- 1 years · - Familiarity using computer and software Experience using any gadgets or devices Good communication skills, detailed oriented and be a team player Capability to follow defined processes and a ...
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Visitor Services Associate
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Hirshhorn Museum and Sculpture Garden Washington, United StatesThe Hirshhorn Museum and Sculpture Garden will be releasing a Request For Quote (RFQ) to award multiple contracts for Visitor Services Associate services to support the museums ambitious and exciting slate of upcoming exhibitions, programs, and events. The contracts will include ...
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Office Service Associate
1 week ago
Wlliams Lea Washington, United StatesWilliams Lea is hiring for an Office Services Associate for our Washington, DC office to work Monday to Friday 8:30 am to 5:30 pm · Pay: $18.00/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · - 401k Retirem ...
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Office Services Associate
2 weeks ago
Wlliams Lea Washington, United StatesWilliams Lea is hiring for an Office Services Associate for our Washington, DC office to work Monday to Friday 9:00 am to 6:00 pm · Pay: $19.00/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · - 401k Retirem ...
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Office Service Associate
3 weeks ago
Williams Lea Washington, United StatesWilliams Lea is hiring for an Office Services Associate for our Washington, DC office to work Monday to Friday 8:30 am to 5:30 pm · Pay: $18.00/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · - 401k Retirem ...
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Customer Service Associate
3 weeks ago
Royal Farms District Heights, United StatesThe Customer Service Associate (CSA) works in support of the store leadership team to facilitate the completion of all store-level tasks and performs a variety of tasks related to different areas of the store including food service, point of sale duties, customer service, general ...
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Office Services Associate
2 weeks ago
Wlliams Lea Washington, United StatesWilliams Lea is hiring for an Office Services Associate for our Washington, DC office to work Monday to Friday from 10:00 am to 7:00 pm · Pay: $18.75/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · - 401k R ...
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Office Services Associate
1 week ago
Kodiak 5 Washington, United States**Office Services Associate $18.00/hr** · **Washington, DC** · JOB SUMMARY: · Under the general supervision of the Site Manager, provides assistance in the daily operations of the Business Services Center, at all times striving to meet or exceed the requirements and expectations ...
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Office Service Associate
2 weeks ago
Williams Lea Washington, United StatesWilliams Lea is hiring for an Office Services Associate for our Washington, DC office to work Monday to Friday 8:00 am to 5:00 pm · - This position will require proof of Covid-19 vaccination_ · Pay: $22.00- $23.00/hour · **Benefits**: · - Various health insurance options & wellne ...
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Associate Director, Clinical Services
1 week ago
George Washington University Foggy Bottom, United States**Posting Details**: · - I. JOB OVERVIEW**Job Description Summary**: · - The George Washington University (GW) is actively seeking a dedicated and experienced Associate Director, Clinical Services to join the leadership team at GW's Counseling and Psychological Services (CAPS). R ...
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Customer Service and Sales Associate
1 week ago
Advis Agency Arlington, United StatesAt AdvisAgency, we partner with major companies to acquire new customers through in-person engagements. Our dedicated team works in a variety of settings, from business-to-business interactions to retail events, to deliver exceptional customer service and drive sales. If you are ...
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Associate Director, Student Access Services
1 week ago
Marymount University Arlington, United StatesIt's a great time to join Marymount University We are looking for faculty and staff who are passionate about providing excellent service to ensure a high quality student experience and collaborative working environment. · Title Associate Director, Student Access Services · Direct ...
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Client Services Associate
1 week ago
SPS-North America Washington, United States**Job Title**:Client Services Associate** · **Reports To**: The **Client Services Associate** will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. · **Job Overview**: · The **Client Services Associate** provides exceptional office and ...
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Client Service Associate
1 week ago
Oppenheimer & Co. Inc. Washington, United States**Key Responsibilities**: · - Produce quality analytical reports using various software programs · - Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments · - Assist participants with various needs · - Learn and ad ...
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Office Services Associate
2 days ago
Wlliams Lea Washington, United StatesWilliams Lea is hiring for a Reprographics Intake Associate for our Washington, DC office to work Tuesday to Friday 9:00 am to 6:00 pm & Saturday 9:00 am to 5:00 pm · Pay: $18.50/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, ...
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Education and Learning Services Associate
3 weeks ago
Smithbucklin Washington, United States**What You Will Do** · - Serve in a customer service role to support association members, volunteers and speakers · - Support speaker, reviewer and volunteer training as needed to ensure that the educational goals are met in developing programs · - Manage program-specific invoici ...
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Financial Services Regulatory Associate
1 week ago
Venable LLP Washington, United StatesVenable LLP's Financial Services Group seeks an associate with a minimum of two years of experience to join the practice in the Washington, D.C. office. · - Venable LLP is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for em ...
Client Services Associate - Arlington, United States - GemHarvest Executive Recruiting
Description
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.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
Requirements