- Fidelity TalentSource LLC (Bethesda, MD)
- …outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 ... discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare for and conduct efficient one-on-one… more
- Bank of America (Reston, VA)
- Wealth Management Client Associate Reston, Virginia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... is culture driven, resilient, results focused and effective **Position Overview:** The ** Wealth Management Client Associate ** role is a sales support… more
- Bank of America (North Bethesda, MD)
- Wealth Management Client Associate North Bethesda, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make ... to an experienced team, which includes 2 Wealth Management Advisors + Provides excellent Client Service to the bank's clients through educating them on all… more
- Morgan Stanley (Washington, DC)
- …**Job:** ** Wealth Management * **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *District of ... *POSITION SUMMARY* Senior Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Bethesda, MD)
- …EOE committed to diversifying its workforce. M/F/D/V **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- HUB International (Bethesda, MD)
- …about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our **Bethesda, MD** ... management , life and health, employee benefits, investment and wealth management products and services. In addition...+ Run reports and provide status updates to senior client service associate (s) on new account forms,… more
- Equitable (Washington, DC)
- Wealth Management Associate - DC, Washington (3696) ( PIN\_43763 ) **Primary Location** : UNITED STATES-DC-Washington **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, market development,… more
- JPMorgan Chase (Washington, DC)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you… more
- Citigroup (Washington, DC)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Registered Client Service Associate is a developing...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- KPMG (Mclean, VA)
- … Associate Director, Sales Execution (Capital Markets & Asset Management ) **Requisition Number:** 111296 - 97 **Function:** Advisory **Area of Interest:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...execution plans with measurable goals for the Capital Markets/Asset Management and Private Equity practices + Refine client… more
- KPMG (Washington, DC)
- **Business Title:** Senior Associate , Federal Tech Risk Management **Requisition Number:** 111881 - 21 **Function:** Advisory **Area of Interest:** **State:** DC ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Mclean, VA)
- …Institute of Architects, or other professional certification is preferred + Demonstrated client coordination and subcontractor management for full life cycle ... **Business Title:** Associate , Infrastructure Project Advisory (Construction/Engineering) **Requisition Number:** 111972...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- KPMG (Washington, DC)
- **Business Title:** Senior Associate , Federal Process Improvement (TS/SCI + FSP) **Requisition Number:** 112103 - 21 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Washington, DC)
- …business or finance from an accredited university + Experience with large project management including managing multiple client engagements and client ... **Business Title:** Senior Associate , WNT - Economic and Valuation Services -...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Washington, DC)
- **Business Title:** Senior Associate , Workday - Projects/Assets/Customers Lead **Requisition Number:** 112110 - 21 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Mclean, VA)
- **Business Title:** Associate Director, Business Development, Google Cloud (Financial Services) **Requisition Number:** 111369 - 97 **Function:** Advisory **Area of ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Washington, DC)
- …available within the Workday application + Identify and communicate findings to senior management and client personnel Qualifications: + A minimum of three years ... **Business Title:** Senior Associate , Workday Learning **Requisition Number:** 112117 - 21...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more
- KPMG (Washington, DC)
- **Business Title:** Sr Associate , Workday Adaptive Planning Integration Lead **Requisition Number:** 110027 - 21 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Washington, DC)
- **Business Title:** Senior Associate , Federal Finance Transformation (TS/SCI + Poly) **Requisition Number:** 111614 - 21 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Immigration and Customs Enforcement (Washington, DC)
- …Enforcement (ICE) Office of the Principal Legal Advisor (OPLA) is seeking an Associate Legal Advisor to serve in the Immigration Law and Practice Division (ILPD) ... Practice Division (ILPD) is seeking an attorney for an Associate Legal Advisor position in Washington, DC to handle...timely legal opinions to ICE officers and agents, ILPD management , and leadership within OPLA, ICE, and the Department… more
