Director of Client Services - Tysons

We are seeking a detail-oriented, proactive Client Services Coordinator to serve as a key point of contact for our clients and internal team. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in delivering an exception ...

Become a Client Service Associate (CSA) with SEIA The CSA serves as a key liaison between clients, advisors, financial custodians, · and internal departments ensuring requests are handled accurately efficiently, · and with care. · ...

Become a Client Service Associate (CSA) with SEIA The CSA serves as a key liaison between clients, advisors, financial custodians, and internal departments. · Account Management: Prepare, review, and submit account opening and transfer paperwork in a timely and compliant manner. ...

A dynamic and growing 50B+ wealth management firm seeks a Director of Private Wealth Client Services to manage the administrative and private banking needs for high-net worth clientele and ultra-high net worth clientele. · Serve as a primary lead for client onboarding, investment ...

This person supports Financial Advisors with running their day-to-day Investment practice while enhancing the customer service level and experience. · This role can also be the first step of the career pathing program to future opportunities that require industry experience and l ...

+This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. · Act as a liaison between the registered representatives and their clients. · Answer phones, schedul ...

+This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. · This role can also be the first step of the career pathing program to future opportunities that req ...

Lead Client Service Representative will serve as both a frontline client service professional and a day-to-day leader for our Client Service team. · ...

This role supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. · ...

Veterinary Surgical Centers (VSC) in Vienna is seeking a Lead Client Service Representative to serve as a frontline client service professional and day-to-day leader for the Client Service team. · ...

This person supports Financial Advisors with running their day-to-day Investment practice while enhancing the customer service level and experience. · ...

We are seeking a highly motivated and experienced Client Service Associate to join our dynamic team. · This position is responsible for building and maintaining strong, long-term relationships with high-net-worth clients and ensuring an exceptional client experience. This role pl ...

We're seeking a Client Service Coordinator who thrives in a busy environment and genuinely loves animals. · Answering phones and delivering exceptional client service. · Meeting with clients and assisting team members with complex schedules. · Pitching in with occasional dog or c ...

This person supports Financial Advisors with running their day-to-day Investment practice while enhancing the customer service level and experience. · This role can also be the first step of the career pathing program to future opportunities that require industry experience and l ...

The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. · Represent the Bank to clients, prospects and guests in person, by telephone or by email i ...

The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, · Act as a liaison between custodians and clients by maintaining client records and authorized signers,Draft investment trade paperwork on behalf of clients ...

The Client Service Associate plays a critical role in delivering a first-class experience to clients. This relationship-oriented position combines client interaction with operational excellence.This role is ideal for someone who enjoys helping people and being part of a collabora ...

This is a client-focused agency that prides itself on providing a superior customer experience and maintaining the highest standards of integrity.Harrison Gray Search has partnered with a premier insurance and financial services firm to find a dedicated Client Service Specialist. ...

As a member of Cassaday & Company, 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 helping them maximize the value they're getting from the company's services. · ...

This role involves general administrative support to a group of industrial real estate sales professionals. Responsibilities include preparing proposals, presentations and communications material and coordinating the distribution of internal and external marketing information. · ...