Director, Private Wealth Client Services - Freedom Drive STE Reston, Virginia, United States

We are seeking a Client Service Associate to help us deliver exceptional results and join our team. Our Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and admin ...

This is a great opportunity for someone looking for a position that would allow for autonomy and increased responsibility over time. · We care about our members, and you are able to interact with them daily and be the face of the organization, · interacting with C-Suite executive ...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling advisor requests. · ...

A Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and administrative functions. · Preferred 4-Year Bachelor's Degree and 2-4 years of administrative experience · ...

This is a great opportunity for someone looking for a position that would allow for autonomy and increased responsibility over time. · ...

+ Job summary: The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks. + Qualifications: Bachelor's degree in financial planning or related field preferred. + Responsibilities: Frequent custodian interaction & paperw ...

We are seeking a Client Service Associate to help us deliver exceptional results and join our team. · Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. · ...

The Client Services Associate is responsible for delivering client service and operational support to ensure a seamless client experience.This role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing cli ...

The Client Service Coordinator drives the flow of clients and pets through the hospital. · Actively recruit new clients by promoting hospital services. · Maximize the number of pets seen by the hospital team. · Educate clients about Optimum Wellness Plans. · ...

The Client Service Coordinator drives the flow of clients and pets through the hospital to maximize productivity while ensuring good communication with associates and clients. · ...

The Client Services Associate is responsible for delivering client service and operational support to ensure a seamless client experience. · Bachelor's degree in business, finance or related field preferred. · ...

Advanced proficiency in site operations and procedures with ability to assign tasks to colleagues and manage responsibilities within the team. · ...

The Client Service II Representative is responsible for providing excellent customer service to clients. This role involves assigning tasks to colleagues, managing responsibilities within the team, and communicating with clients. · Promptly informs supervisor of potential problem ...

The Client Service Coordinator drives the flow of clients and pets through the hospital, maximizes productivity of veterinary medical team, · ensures good communication with associates and clients, coordinates care of clients and pets in a happy friendly efficient manner. · ...

Jones Networking is recruiting for a Client Services Coordinator to join a Sales Support Department in Sterling, VA. · Update, maintain and review price lists on established pricing structuresResponsible for the preparation and development of specification sheetsOrganize sales pr ...

The Center Client Service Coordinator is responsible for overseeing center daily operations as well as ongoing case management support scheduling and monitoring cancellations for the clients. · Responsible for all ongoing scheduling needs – including initial client assignments id ...

The Center Client Service Coordinator is responsible for overseeing center daily operations and ongoing case management support. · Responsible for all ongoing scheduling needs. · Maintain ongoing relationships with the clients. · Communicate constantly with other teams to ensure ...

Cresset is seeking a Director Private Wealth Client Services with 10+ years of experience managing administrative private banking needs for high-net worth clientele. · ...

Cresset is seeking a Director, Private Wealth Client Services with 10+ years of experience managing the administrative and private banking needs for high-net worth clientele. · ...

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