Registered Client Service Associate (Virginia Beach, VA) Oppenheimer & Co. Inc.Registered Client Service Associate (Virginia Beach, VA)Virginia Beach, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateNewport News, VAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Registered Client Service Associate (Virginia Beach, VA) Oppenheimer Holdings IncRegistered Client Service Associate (Virginia Beach, VA)Virginia Beach, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
NewSIE Client Service Associate - Newport News, Virginia LPL FinancialSIE Client Service Associate - Newport News, VirginiaNewport News, VirginiaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Client Service Associate Cerity PartnersClient Service AssociateNorfolk, Virginiap style="text-align:inherit"/>Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
NewClient Service Associate - Newport News, Virginia LPL FinancialClient Service Associate - Newport News, VirginiaNewport News, VirginiaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Client Service Associate Morgan StanleyClient Service AssociateVirginia Beach, VACultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current • Identify and assist with Firm services and solutions that support clients needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile • Confirm authorization and authenticate client when processing requests • Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example • Review and take appropriate action on client account alerts. • Strong computer skills and knowledge of Microsoft Office products • Exceptional writing, interpersonal and client service skills • Detail orientated with superior organizational skills and ability to prioritize tasks • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Goal oriented, self-motivated and results driven.
Senior Client Accounting Associate Brown Advisory IncSenior Client Accounting AssociateNorfolk, VAp>The primary duties and responsibilities include but are not limited to: The Senior Client Accounting Associate will be responsible for working with Portfolio Managers, Strategic Advisors and Client Service Associates regarding the accounting needs and complexities of high net worth clients. The Senior Client Accounting Associate will be responsible for working with Portfolio Managers, Strategic Advisors and Client Service Associates regarding the accounting needs and complexities of high net worth clients.
AVP Client Services Omnicom HealthAVP Client ServicesWilliamsburg, VirginiaWe will process your personal data in accordance with our Recruitment Privacy Notice.. An Associate Vice President, Client Services typically has the responsibility for managing several clients, works with a high level of independence, grows business, proficiently manages and develops others, has deep operational knowledge, fosters collaborative cross-functional teams, and exhibits strong strategic leadership.
AVP Client Services Snow CompaniesAVP Client ServicesWilliamsburg, VirginiaWe will process your personal data in accordance with our Recruitment Privacy Notice.. An Associate Vice President, Client Services typically has the responsibility for managing several clients, works with a high level of independence, grows business, proficiently manages and develops others, has deep operational knowledge, fosters collaborative cross-functional teams, and exhibits strong strategic leadership.
Tax Experienced Manager, Private Client & Family Office Services BDO USA PCTax Experienced Manager, Private Client & Family Office ServicesNorfolk, VA$125,000–$150,000 / yearli>Presents well in one-on-one and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware - knows when an approach is not working and can change course immediately. In addition, the PCS-FOS Experienced Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Occupational Therapy Assistant (OTA) The Stepping Stones Group LLCOccupational Therapy Assistant (OTA)Norfolk, VA$38–$45 / hourProspect Mundelein Naperville New Lenox North Aurora North Chicago Northbrook Oak Brook Oak Forest Oak Lawn Oak Park Oaklawn O'Fallon Orland Park Oswego Palatine Pana Plainfield Plano Posen Prospect Heights Richton Park Rockford Romeoville Roselle Round Lake Roxana Saint Anne Saint Charles Sangamon Schaumburg Schiller Park Shabbona Shorewood Skokie Smithton South Holland Southwestern area St. Occupational Therapy Assistant (OTA) - Early Intervention & Pediatric ServicesFull-Time | Home & Community-Based | $38.00-$45.00 per hour | Santa Clarita, CASupport meaningful, family-centered occupational therapy services that help children build independence in daily living skills, fine motor development, sensory processing, and social participation while working under the supervision of a licensed Occupational Therapist in accordance with California state guidelines.
Credit Solutions Advisor - Pembroke - Spanish Preferred Bank of America CorpCredit Solutions Advisor - Pembroke - Spanish PreferredVirginia Beach, VADesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.