- Bank of America (Vienna, VA)
- Wealth Management Client Associate Vienna, Virginia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Raymond James Financial, Inc. (Manassas, VA)
- …of attention and service. McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate who shares our vision and mission. The role is ... receive exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also manages key operational and compliance… more
- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- TEKsystems (Herndon, VA)
- Description The Client Service Assistant provides direct support to the Wealth /Financial Advisor(s). The CSA's job is to help enhance the client experience ... pertinent documents * Prepare reports and other materials for client or prospect meetings * Answer client ...and assist advisor with recording reviews into CRM * Management of the Advisor's calendar * Attend and support… more
- HUB International (Mclean, VA)
- …tax associate is to work directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift ... of financial results + Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through… more
- Somatus (Mclean, VA)
- …and partners. **Showing Up for You** We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of ... and existing clients + Lead the strategy for revenue growth for each client + Identify and pursue opportunities to increase account revenue and contract expansion… more
- Somatus (Mclean, VA)
- …degree in Business Administration, master's degree Certified Professional in Healthcare Risk Management , or advanced degree + Associate of Risk Management ... and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves,… more