Jobs
>
Reston

    AVP, Client Service - Reston, United States - National Financial Partners

    National Financial Partners
    National Financial Partners Reston, United States

    1 week ago

    Default job background
    Description


    Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20 B in AUM.

    We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary busines Client Service, Service Manager, Financial Planning, Operations, Wealth, Diversity, Business Services


  • JTB INTERNATIONAL INC Reston, United States

    **Benefits**: · - 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 · **Position Summary** · Our Clien ...


  • TekwissenGroup Gaithersburg, United States

    Plans and oversees enterprise-level support and service activities for company products and services for a designated client or group of clients. · - Ensures quality service and operational performance within the parameters of program and delivery standards. · - Develops client r ...


  • Vintage Financial Partners Rockville, United States

    **Who we are**: · Vintage Financial Partners, a growing wealth management firm, is seeking a Client Services to assist us in helping clients achieve their financial goals. This is your chance to play a critical role in the future success of our fast-growing organization · Founded ...


  • 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 ...


  • GemHarvest Arlington, United States

    **Client Service Manager**: · - **Hybrid (3 days in office, 2 days remote)** · **4 Billion+ AUM Independent RIA** · **Arlington,VA** · **Overview** · Established and growing 4B+ Independent Wealth Management RIA seeks a Client Service Manager to manage the Client Service Team, an ...


  • Ultimate Charities Inc. Alexandria, United States

    We collaborate with charitable organizations to spread the word about their programs and make a difference in the community. We are currently looking for a Client Service Representative to join our expanding team. The Client Service Representative will be the Fundraising and Mark ...


  • SPS Global Washington, United States

    **Come explore the Power of Possibility with a career at SPS **We have a fantastic opportunity for an experienced Client Services Manager to come join our team in **Washington DC** · The **Client Services Manager (CSM)** position is to sit on-site with our client and oversee mult ...


  • SPS Global Washington, United States

    **Come explore the Power of Possibility with a career at SPS **We have a fantastic opportunity for an experienced Client Services Manager to come join our team in **Washington DC** · The **Client Services Manager (CSM)** position is to sit on-site with our client and oversee mult ...


  • SPS Global Washington, United States

    Come explore the Power of Possibility with a career at SPS We have a fantastic opportunity for an experienced Client Services Manager · We offer competitive pay; large company benefits and a chance to do the work you enjoy with a highly established team · **Business hours: Monday ...


  • The High Companies Washington, United States

    Our dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our Richmond, VA territory. StructureCare, headquartered in Lancaster, Pennsylvania is a premier engineering and restoration company working to pro ...


  • Ultimate Charities Inc. Alexandria, United States

    We are a company that collaborates with charitable organizations to make a positive impact in the community. Currently, we are seeking a dedicated and enthusiastic Client Service Representative to join our growing team. The primary focus of this role will be to serve as the first ...


  • High Concrete Group LLC Washington, United States

    Our dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our Richmond, VA territory. StructureCare, headquartered in Lancaster, Pennsylvania is a premier engineering and restoration company working to pro ...


  • Kestra Holdings Reston, United States

    Anne McCabe founded Curo Private Wealth in 2014 out of a desire to help people experience the freedom and confidence that comes from taking control of their future through financial planning. The firm has grown throughout its history, partly due to a successful merger with Bernar ...


  • JLL Reston, United States

    JLL supports the Whole You, personally and professionally. · Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our indu ...


  • Jones Lang LaSalle IP, Inc. Reston, United States

    JLL supports the Whole You, personally and professionally. · Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our ind ...


  • Latitude, Inc. Reston, United States

    Job Description · Job DescriptionJob Title: Member Service Representative (Credit Union) · Location: Washington DC · Must: have credit union or banking experience · Salary: $19 per hour plus quarterly incentives/bonus · Responsibilities: · Greet and assist members in a courteous ...


  • VCA Antech, Inc. Herndon, United States

    ESSENTIAL FUNCTIONS: · * Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms · * Scheduling and confirming appointments · * Placing outbound calls for follow-ups and reaching out to prospective clients · ...


  • VCA Animal Hospitals Herndon, United States

    ESSENTIAL FUNCTIONS: · * Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms · * Scheduling and confirming appointments · * Placing outbound calls for follow-ups and reaching out to prospective clients · ...


  • Whitbeck Bennett PLLC Herndon, United States

    Whitbeck Bennett is looking for a friendly, professional, and welcoming, experienced client services specialist in Herndon who can handle multiple aspects of client relations at our firm. As the person responsible for making a great first impression, this position is one of the m ...


  • Whitbeck Bennett PLLC Herndon, United States

    Whitbeck Bennett is looking for a friendly, professional, and welcoming, experienced client services specialist in Herndon who can handle multiple aspects of client relations at our firm. As the person responsible for making a great first impression, this position is one of the m ...