- Fidelity TalentSource LLC (Tysons Corner, VA)
- …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 (Vienna, VA)
- Registered Wealth Management Client Associate Vienna, Virginia **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Salesforce a plus + Professional verbal and written communication **Skills:** + Account Management + Client Management + Customer and Client Focus +… more
- Morgan Stanley (Mclean, VA)
- …**Job:** ** Wealth Management * **Title:** *Private Wealth Management Client Service Associate **Location:** *Virginia-Mclean* **Requisition ID:** ... experience through an elevated standard of care. The Client Service Associate assists with the development...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… 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 (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
- 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 (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
- 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 (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 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
- 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:** 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
- 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
- Foresters Financial Services (Silver Spring, MD)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Silver Spring , Maryland Apply Description...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- Bank of America (Washington, DC)
- …for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other ... Management + Prioritization + Problem Solving + Attention to Detail + Client Management + Mentoring + Process Simplification + Referral Identification… more
- Broadridge Financial Solutions (Washington, DC)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… 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 ... has been so outstanding that we are seeking an International Tax Staff Associate . Our international tax team provides international tax services to help businesses… more
- Immigration and Customs Enforcement (Washington, DC)
- …(OPLA) is seeking an energetic and dedicated attorney to serve as an Associate Legal Advisor with the Government information Law Division (GILD) in Washington, DC. ... Law Division (GILD) is seeking an attorney for an Associate Legal Advisor position in Washington, DC to handle...timely legal opinions to ICE officers and agents, GILD management , and leadership within OPLA, ICE, and the Department… more
