- T. Rowe Price (Baltimore, MD)
- …engaged and valued. Role Summary + The Client Service Specialist is responsible for servicing our institutional clients holding separate accounts, ... (CAS) group is responsible for providing ongoing servicing for Institutional clients invested in separate accounts, sub advised, and...sub-advised and proprietary TRP products. The Client Service Specialist is accountable… more
- Morgan Stanley (Washington, DC)
- …Associate Private Bankers, members of the PBG Sales and Product Desks and the Client Service Center (CSC) and Morgan Stanley Virtual Advisory Center. Expert ... clients, we can tailor banking and lending solutions to client needs. The Cash Management Specialist will...the general financial goals in general of the full service wealth management client . * Excellent business… more
- PNC (Baltimore, MD)
- …to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset Management Group Investment Office organization, you ... discretion. This position works as part of an investment service team in the AMG Investment Office reporting to...AMG Investment Office reporting to the Investment Director for Institutional Defined Contribution Plans. You will work closely with… more
- Principal Financial Group (Bethesda, MD)
- **What You'll Do** Come join the Advisor support team as a **Retirement Sales Specialist ** ! In this role you'll work in partnership with the sales team including ... of things you'll do:** + Responsible for internal sales activities for Full- Service Accumulation. + Educate and consult with advisors and third-party administrators… more
- M&T Bank (Baltimore, MD)
- …and a minimum of 1 year relevant work experience with direct client contactCCTS (Certified Corporate Trust Specialist ) certification if corporate trust ... entity administration and servicing of high net-worth private and institutional clients.Supports less experienced account relationship managers with limited… more
- KPMG (Washington, DC)
- …an accredited university + Experience with large project management including managing multiple client engagements and client service teams preferred + ... other deliverables + Contribute to the growth, experience, and institutional knowledge of the WNT practice staff level team...practice staff level team members + Serve as a specialist on transfer pricing and valuation matters, including developing… more
- Georgetown Univerisity (Washington, DC)
- …and staff. The Staff Social Worker will identify those who need help, assess client needs and situations to formulate goals, and refer clients to community resources ... Program Associates and others on PJI staff - eg, Peer Recovery Specialist and Supervisor training and certification. Requirements and Qualifications + Master's… more