- Smiles are appreciated
- Experience in ops/admin client service, three years
- Excellent interpersonal skills
- Attention to details
- Familiarity with financial services and investment products
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Financial Services Associate
1 week ago
Combined Properties Bethesda, United StatesJob Overview: · We are seeking a detail-oriented Associate to join our team. Reporting to the Senior · Vice President, Financial Services ("SVP"), the Financial Services Associate ("Associate") provides high-level administrative, bookkeeping, household human resources, project ma ...
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Service Associate
3 days ago
Allied Orion Group Spring, United States**Our national multi-family management company seeks a housekeeper with a "Whatever it Takes" attitude to be responsible for the overall cleanliness of our apartment community.** · **JOB SUMMARY** · Responsible for the overall cleanliness of the apartment community, including but ...
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Customer Service Associate
1 week ago
Main Bird Hot Chicken Spring, United States_Cashier/Prep/Customer Service _ · We are hiring full time and part time employees · **Qualifications**: · **Experience**: · relevant, 1 year (preferred) · Full Job Description · Main Bird Spring is seeking experienced Cashiers / Prep with a positive attitude, enjoys working in a ...
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Customer Service Associate
1 week 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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Direct Customer Service Associate
1 week ago
The One Percent Inc. Silver Spring, United StatesWe're a company built on passion, performance, innovation, and growth. We work with various clients in the region, focusing on building strong relationships between clients and their customers through personalized approaches. Our Direct Customer Service Associates are trained to ...
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Client Services Manager Associate
1 week ago
Family & Nursing Care - Corporate Silver Spring, United States**ANNUAL COMPENSATION**: $51K-$60K · We are seeking a **Client Services Manager Associate** within the DC Metro area to join our team and provide exceptional customer service to clients, families, and professionals. The primary responsibility of this role is to build and maintain ...
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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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Office Service Associate
1 week 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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Visitor Services Associate
2 days ago
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 Services Associate
5 days 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 Services Associate
3 days 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 Service Associate
3 days 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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Client Service Associate
4 days ago
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 ...
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Education and Learning Services Associate
1 week 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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University Mail Services Associate
5 days ago
The MCS Group, Inc Washington, United States**Full-time Opportunity with Benefits - Day Shift** · Position Description: · Drug testing and criminal background check are required for employment. · Responsibilities include, but not limited to: · - Receives, input, and packing materials for shipment · - Ensures merchandise is ...
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Associate Scientific Services Specialist
2 days ago
Actalent Rockville, United States Full timeDescription: · Beeline Req ID: 617-1 and 618-1Job Responsibilities: · • Serve as point of contact for customer lab staff, facilitating and coordinating laboratory needs and activities. · • This role will work closely with other teams to seamlessly deliver lab support services. · ...
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Associate Scientific Services Specialist
3 days ago
Actalent Rockville, United States Full timeDescription: · Job Responsibilities: · • Serve as point of contact for customer lab staff, facilitating and coordinating laboratory needs and activities. · • This role will work closely with other teams to seamlessly deliver lab support services. · • Help coordinate the working l ...
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Associate Director Liaison Services Mpbs
1 week ago
MEDSTAR HEALTH Washington, United States**General Summary of Position** · Interacts directly with Client providers and leadership to ensure optimization of revenue cycle operations and reimbursement. Acts as the face of MedStar Physician Billing Services (MPBS) to all internal customers. Is the primary link between MPB ...
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US Office of Justice Programs Washington, United States**Duties**: · - Serves as Office of Justice Programs (OJP), Office of Administration (OA), Business Resources Division (BRD), Associate Director of Event and Conference Services. · - Manages OJP's conference center with all associated offerings (audiovisual, conference coordinati ...
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Investment Services Associate
5 days ago
Navy Federal Credit Union Merrifield, United States**Overview** · To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential cl ...
Client Services Associate - Bethesda, United States - Promethium Adviosrs
Description
This is a full-time, on-site role for an experienced service professional located in Bethesda, MD. The Client Service Associate will be responsible for answering inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation, coordinating schedules, and preparation of meeting materials.
Experience in brokerage/wealth management industry is a must. Experience with Schwab or Fidelity is a plus. This role is critical to the enterprises success and is recognized and rewarded accordingly.
Qualifications
The Client Service Associate is in large measure the face of the organization. Ongoing client satisfaction is highly dependent on the interaction with this person. At Promethium, we understand the value and importance of Client Service Associates.