Brokerage Registered Client Service Associate - Maryland Truist Financial CorporationBrokerage Registered Client Service Associate - MarylandColumbia, MD$60,000–$75,000 / yearGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateWashington, DC$33,280–$85,000 / yearOur 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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBethesda, MD$33,280–$88,000 / yearOur 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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Tax Senior Associate Or Supervisor - Private Client Services WeaverTax Senior Associate Or Supervisor - Private Client ServicesBethesda, MD$90,000–$143,000 / yearA Senior Associate or Supervisor on the Private Client Services team plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision. They are a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.
Registered Client Service Associate Raymond James Financial IncRegistered Client Service AssociateManassas, VAJob Description Essential Duties and Responsibilities Services basic inquiries and scheduling of meetings with prospective and existing clients Respond to client inquiries regarding accounts, transactions, and general service matters Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests Maintain accurate and complete CRM records Execute equity, ETF, mutual fund, and fixed income trades as directed Assist with portfolio rebalancing Monitor cash balances and distributions Gather and organize client financial data Prepare and update financial plans using planning software Run retirement, cash flow, and scenario analyses Prepare client-ready reports and presentations Ensure all documentation meets firm and regulatory requirements Maintain organized client files and audit-ready documentation Assist with supervisory reviews and compliance requests Adhere to FINRA, SEC, and firm policies and procedures Perform other duties, as assigned Key Skills & Competencies Strong attention to detail and accuracy Excellent organizational and time-management skills Professional communication (written and verbal) Analytical mindset Client-first attitude with high integrity Experience with financial planning software Experience with portfolio management or rebalancing tools Experience executing trades in client accounts Proficiency in Microsoft Office and CRM systems Education/Previous Experience Bachelor's degree preferred 3+ years of experience in wealth management or advisory support Licenses/Certifications SIE, Series 7 & 63/65 or 66 Insurance license McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. Education Bachelor's Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Part Time Client Associate - Tyson's Corner Topgolf Callaway BrandsPart Time Client Associate - Tyson's CornerTysons Corner, VAABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO. Our Mission: To create demonstrably superior and pleasingly different products powered by innovative technology and premium craftsmanship enabling golfers of all abilities to play their best and find more joy in the game.
Registered Client Service Associate - Washington, DC Raymond James Financial IncRegistered Client Service Associate - Washington, DCWashington, DC$55,000–$80,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate- Bethesda, MD Raymond James Financial IncRegistered Client Service Associate- Bethesda, MDBethesda, MD$55,000–$75,000 / years63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Registered Client Service Associate-Washington DC Raymond James Financial IncRegistered Client Service Associate-Washington DCWashington, DC$55,000–$80,000 / yearS65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Associate, Client Service NFP CorpAssociate, Client ServiceAnnapolis, MD$50,000–$78,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Associate, Client Service Aon PlcAssociate, Client ServiceAnnapolis, MD$50,000–$78,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Client Service Associate - West Financial Services - Registered Investment Advisor (Mclean, VA) Atlantic Union BankClient Service Associate - West Financial Services - Registered Investment Advisor (Mclean, VA)Mclean, VAThe Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
Registered Client Service Associate (Washington D.C) Oppenheimer Holdings IncRegistered Client Service Associate (Washington D.C)Washington, DC$55,000–$65,000 / yearWith 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 firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Executive Client Service Associate Financial EnginesExecutive Client Service AssociateFairfax, VA$73,000–$102,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Part Time Seasonal Client Associate - Tyson's Corner Jack WolfskinPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaThe Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. We Live to DiscoverJack Wolfskin lives to discover and encourages people to go on new outdoor adventures, connecting with nature and rewilding themselves.
Client Associate Purple StrategiesClient AssociateAlexandria, VAPurple Strategies is a corporate reputation and strategy firm that combines the creativity and discipline of brand communications with the speed and strategy of political campaigns to help leverage or reduce pressure on a business, brand or issue. The ideal candidate thrives on challenges, actively seeks and applies feedback, and approaches their work with diligence, intellectual curiosity, and a deep commitment to excellence, even when it means stepping outside their comfort zone, to deliver top-quality results.
Part Time Client Associate - Tysons Corner VA TravisMathewPart Time Client Associate - Tysons Corner VATysons Corner, VirginiaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Part Time Seasonal Client Associate - Tyson's Corner TravisMathewPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAThe Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateReston, VA$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Client Service Associate (Entry-Level) Agent So FearthClient Service Associate (Entry-Level)Washington, DC$18–$27 / hourThis entry-level role is ideal for individuals who enjoy helping clients, building strong communication skills, and working in a fast-paced environment. The Client Service Associate will support daily client interactions, assist with account coordination, and help maintain a positive customer experience.
Senior Client Associate GallagherSenior Client AssociateRockville, MarylandFull timeOverview : As the Senior Client Service Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.
NewDigital Associate Product Manager, Disaster Client Care Products American Red Cross Blood ServicesDigital Associate Product Manager, Disaster Client Care ProductsDC$83,000–$105,000 / yearAmeriCorps, the federal agency that brings people together through service, and its partners - the Peace Corps, AmeriCorps Alums, National Peace Corps Association, and the Service Year Alliance - launched Employers of National Service to connect national service alumni with opportunities in the workforce. WHAT YOU NEED TO KNOW ABOUT THE JOB: The Humanitarian Services Product Management team aspires to create human-centered digital experiences for our clients and workforce and to ensure our digital products support successful mission delivery.
NewExecutive Client Service Associate Edelman Financial Engines LLCExecutive Client Service AssociateFairfax, VA$73,000–$102,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service Associate Financial EnginesClient Service AssociateAlexandria, VARecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Experience Associate HSBC Holdings PlcClient Experience AssociateWashington, DCThe final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
Client Service Associate MoodreactClient Service AssociateWashington D.C., District of ColumbiaMoodreact is a full-service maintenance company supporting homes and businesses with expert electricians, appliance repair technicians, plumbers, and skilled general labor teams. We are seeking a customer-focused Client Service Associate to provide exceptional support while building strong client relationships.
Rehire Client Support Associate BEPRehire Client Support AssociateClinton, MarylandThank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.
Associate Client Executive, Commercial Risk - IAS Mid-Atlantic BRP Group, Inc.Associate Client Executive, Commercial Risk - IAS Mid-AtlanticLeesburg, VALicense(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. POSITION SUMMARY: The Associate Commercial Risk Client Executive is responsible for the assisting management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients.
Client Service Associate (Washington D.C) Oppenheimer & Co. Inc.Client Service Associate (Washington D.C)Washington, DC$50,000–$60,000 / yearWith 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 firm is seeking a Client Service Associate to join our Private Client Division in Washington D.C. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Associate Director Client Services, Bioanalytical Meso Scale Diagnostics LLCAssociate Director Client Services, BioanalyticalGaithersburg, MD$116,600–$177,800 / yearPOSITION SUMMARY: The Associate Director, Bioanalytical Client Services serves as the liaison between the Strategic Sales team and the Bioanalytical Laboratory (BAL) to understand, facilitate and align customer expectations for Bioanalytical sample testing services with laboratory capabilities to ensure timely execution of both regulated (Good Laboratory Practice (GLP) or Good Clinical Laboratory Practice (GCLP)) and non-regulated customer projects. Collaborate with Strategic Sales team to support pre-sales and post-sales activities including participation in pre-sales meetings, determination of appropriate turnaround time estimates based on project complexity and drafting of quotes and statements of work for custom combinations of MSD catalog assays.
Client Development Associate Ultimate Staffing ServicesClient Development AssociateRockville, Maryland$60,000–$65,000Our client is a well-established organization that provides specialized insurance, risk management, and professional liability solutions to a nationwide professional community. Client Development Associate (Hybrid) - Rockville, MD Base Salary: $60,000-$65,000 + Bonus.
Part Time Client Associate - Tyson's Corner TravisMathewPart Time Client Associate - Tyson's CornerTysons Corner, VirginiaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. We know that diversity makes for the best problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
Private Client Relationship Associate Brown Advisory IncPrivate Client Relationship AssociateWashington D.C., DC$65,000–$82,000 / yearExecute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service.
Private Client Services Associate – Junior to Mid-Level Advocates Legal RecruitingPrivate Client Services Associate – Junior to Mid-LevelWashington, District of ColumbiaOur AmLaw 100 client’s Private Client Services group advises high-net-worth individuals, family offices, and closely held businesses on complex estate and tax planning matters. The work spans estate structuring, business succession, charitable giving, and cross-border planning for clients with diverse portfolios.
NewClient Service Associate Edelman Financial Engines LLCClient Service AssociateAlexandria, VARecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Principal Associate, Process Manager - Client Engagement & Issue Resolution Capital One Financial CorpPrincipal Associate, Process Manager - Client Engagement & Issue ResolutionMcLean, VA$98,900–$112,900 / yearExperience utilizing ServiceNow, GRC applications, or similar enterprise workflow/risk tools, and constructing quantified business business cases (including ROl/financial impact) or performing root-cause analysis. This includes rigorous project management of remediation activities, active stakeholder management, adhering to strict timelines, identifying and removing blockers, and ensuring the overall success of the project.
Client Experience Associate The PNC Financial Services Group IncClient Experience AssociateVASupports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Brokerage Client Service Associate - Fairfax, VA Truist Financial CorporationBrokerage Client Service Associate - Fairfax, VAFairfax, VA$58,000–$75,000 / yearGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Client Service Associate, GC Wealth General CatalystClient Service Associate, GC WealthWashingtonWith offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto. The Client Service Associate (CSA) is a key member of the GC Wealth team, supporting the delivery of high-quality service and efficient execution of client needs.
Associate Client Executive, Commercial Risk - IAS Mid-Atlantic The Baldwin Group Insurance Holdings, LLCAssociate Client Executive, Commercial Risk - IAS Mid-AtlanticLeesburg, VALicense(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. POSITION SUMMARY: The Associate Commercial Risk Client Executive is responsible for the assisting management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Takoma Park, MarylandRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
Client Engagement Associate FastsignsClient Engagement AssociateLorton, VirginiaFASTSIGNS of Springfield is hiring a motivated individual to support our team with sales, client communication, scheduling, and quality control in a creative, fast-paced environment. At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills.
Client Service Associate Saul Centers IncClient Service AssociateBethesda, MD$60,000–$80,000 / yearCompany Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. The ideal candidate is organized, completes administrative duties accurately and thrives in a fast-paced environment where multitasking and prioritizing competing demands are key to success.
Aero/Defense- Associate Manager - Client Services Infosys LtdAero/Defense- Associate Manager - Client ServicesWashington, DC$100,000–$187,000 / yearThe Compensation Range for this Role is between $100,000 to $187,000 p.a. 147355BRConnecticut, District of Columbia, Maryland, North CarolinaUSAInfosys Limited Associate Engagement ManagerITL USA Baltimore, MD, Charlotte, NC, Hartford, CT, Washington, DCAerospace, Industrial Automation, ManufacturingTechnology|Unit Level - Unit Level|Practice Sales Associate Engagement Manager - Manufacturing Sector100000187000. The AMCS works together with their manager (Manager-Client Services/Senior Manager-Client Services) to build an account plan and is responsible for client management based on the account plan.
Client Experience Associate SAFE ACT, Assistant Vice President Citigroup IncClient Experience Associate SAFE ACT, Assistant Vice PresidentWashington, DCThey ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.
Brokerage Client Service Associate - Fairfax, VA Truist BankBrokerage Client Service Associate - Fairfax, VAFairfax, VirginiaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Client Service Associate - Surety GallagherClient Service Associate - SuretyHanover, MarylandFull timeSupport New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients. Introduction : At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.
Associate Client Executive, Commercial Risk - IAS Mid-Atlantic Baldwin Group ColleagueAssociate Client Executive, Commercial Risk - IAS Mid-AtlanticBethesda, MarylandLicense(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. POSITION SUMMARY: The Associate Commercial Risk Client Executive is responsible for the assisting management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients.
Associate Media Director M&C Saatchi PLCAssociate Media DirectorWashington, DCKey Responsibilities: Lead the evaluation and strategic assessment of emerging digital platforms, technologies, and engagement solutions that support communications, outreach, and service delivery objectives across channels including social media platforms (e.g., Meta, LinkedIn, YouTube, X), CRM platforms (e.g., Salesforce, HubSpot), email marketing platforms, content management systems, traditional media, and paid advertising ecosystems. This role provides leadership across integrated media planning and campaign execution, ensuring media strategies, audience targeting approaches, and channel investments align with communications objectives, stakeholder needs, and mission priorities while guiding cross-functional teams, optimizing performance, and driving measurable impact across global and domestic campaigns.