- 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
- HUB International (Bethesda, MD)
- …passionate about our talent. We currently have an opportunity for a ** Client Service Associate - Wealth Management ** to join our Retirement and Private ... 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
- Morgan Stanley (Washington, DC)
- …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
- Equitable (Washington, DC)
- Wealth Management Associate - DC, Washington (4078) ( 220000U1 ) **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
- HUB International (Mclean, VA)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. In addition to winning the Gold ... our talent. We currently have an opportunity for a ** Client Service Associate - Retirement Plans** **&...**& Financial Wellness** to join our Retirement and Private Wealth team in our **Bethesda, MD & McLean, VA**… more
- Wells Fargo (Bethesda, MD)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… 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)
- …business processes, controls and accounting treatment Effectively communicate results to KPMG and client management Qualifications: + A minimum of one year of ... **Business Title:** Associate , Federal Financial Information and Technology Management...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more
- KPMG (Mclean, VA)
- **Business Title:** Senior Associate , Federal Change Management (TS/SCI + Poly) **Requisition Number:** 112667 - 97 **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 (Mclean, VA)
- **Business Title:** Senior Associate , Federal Tech Risk Management **Requisition Number:** 111881 - 97 **Function:** Advisory **Area of Interest:** **State:** VA ... 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
- Cherry Bekaert (Vienna, VA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... of the firm on behalf of each Outsourced Accounting client . The Associate is responsible for all...accounting procedures ensuring compliance with GAAP + Overall day-to-day management of financial reporting accuracy and on-time processing of… more
- KPMG (Mclean, VA)
- **Business Title:** Senior Associate , Federal Process Improvement (TS/SCI + FSP) **Requisition Number:** 112103 - 97 **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 (Mclean, VA)
- …the areas of budget planning, execution, and reporting + Document procedures and client management decisions in formal narratives + Develop and sustain solid ... **Business Title:** Associate , Federal Finance Transformation (TS/SCI + Poly) **Requisition...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… 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 (Mclean, VA)
- **Business Title:** Senior Associate , Federal Internal Audit & Enterprise Risk (TS/SCI + Poly) **Requisition Number:** 112674 - 97 **Function:** Advisory **Area of ... 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)
- **Business Title:** Senior Associate , Federal Finance Transformation (TS/SCI + Poly) **Requisition Number:** 112643 - 97 **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
- Morgan Stanley (Bethesda, MD)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Associate Market Manager* ... leadership. The Associate Market Manager helps in ensuring proper fiscal management , personnel management and morale, and business ethics and practices, as… more
- KPMG (Mclean, VA)
- **Business Title:** Senior Associate , Federal Systems Integration (TS/SCI + Poly) **Requisition Number:** 112706 - 97 **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 (Mclean, VA)
- **Business Title:** Senior Associate , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 97 **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