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Search Results for Client Associate
- Client Service Associate - Washington, DC- 11046733
- Citi - Washington/Metro, District of Columbia
- Banking / Mortgage
- Office Location / Address: 1101 Pennsylvania Avenue, Washington, DC 20004 Education Level: High School Diploma/GED Shift: Day Job Employee Status: Regular Personal Wealth Management (PWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized service centers. PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the industry in client-centric investments. DescriptionAssist Financial Advisors and (see more)
- Client Service Associate - Washington, DC
- citi - Washington/Metro, District of Columbia
- Other / Miscellaneous
- Description Assist Financial Advisors and clients with administrative and operational support. Responsibilities -- Answer phones, take messages, and respond to calls when appropriate. -- Give clients market quotes. -- Utilize support information available through Firm training. -- Type correspondence for Financial Advisor, following Firm guidelines. -- Maintain files for Financial Advisors on clients and products. -- Provide follow-up with clients and operations staff. -- Obtain investment and product information for Financial Advisor. -- Perform other duties, as assigned by Management. (see more)
- Client Service Associate Washington DC
- Citi - Washington/Metro, District of Columbia
- Accounting / Finance
- Description Assist Financial Advisors and clients with administrative and operational support. Responsibilities Answer phones, take messages, and respond to calls when appropriate. Give clients market quotes. Utilize support information available through Firm training. Type correspondence for Financial Advisor, following Firm guidelines. Maintain files for Financial Advisors on clients and products. Provide follow-up with clients and operations staff. Obtain investment and product information for Financial Advisor. Perform other duties, as assigned by Management. (see more)
- BD Registered Client Associate - Columbia, MD
- Bank of America Corp. - Baltimore, Maryland
- Banking / Mortgage
- Title: BD Registered Client Associate - Columbia, MDLocation: US-MD-ColumbiaOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Client Associate (FP) - Charlottesville, VA
- Bank of America Corp. - Charlottesville/Harrisonburg, Virginia
- Banking / Mortgage
- Title: Client Associate (FP) - Charlottesville, VALocation: US-VA-CHARLOTTESVILLEOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but (see more)
- Client Service Associate - Washington, DC
- Citi - Washington/Metro, District of Columbia
- Banking / Mortgage
- Title: Client Service Associate - Washington, DCLocation: DC-WashingtonDescriptionAssist Financial Advisors and clients with administrative and operational support.Responsibilities Answer phones, take messages, and respond to calls when appropriate. Give clients market quotes. Utilize support information available through Firm training. Type correspondence for Financial Advisor, following Firm guidelines. Maintain files for Financial Advisors on clients and products. Provide follow-up with clients and operations staff. Obtain investment and product information for Financial Advisor. (see more)
- Registered Client Service Associate
- UBS Financial Services - Norfolk/Hampton Roads, Virginia
- Accounting / Finance
- > Title Registered Client Service AssociateJob Reference # 80743BRLocation United States - VirginiaCity NorfolkFunction Category Administration and SupportBusiness Divisions Wealth Management AmericasJob Type Full TimeDescription Job Summary and Mission:The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs.Job Responsibilities:* Provide service to UBS clients by responding to clients requests and addressing (see more)
- Research Associate, Comparative Client Data
- Cambridge Associates - McLean/Arlington, Virginia
- Consulting
- Job Title: Research Associate, Comparative Client DataProfession: Analysis/Consulting/Project Management -> Business AnalysisThe Comparative Client Data Group collects, compiles, and disseminates survey-based, client data covering a variety of investment and financial topics including: debt issuance; spending policy practices; investment pool returns and asset allocation; investment office staffing organization and compensation; and financial aid and student charges. The group prepares research reports, conference materials, and customized client analyses. Our comparative research is (see more)
- Client Field Technical Services Sr. Associate - Arlington, V
- Dell - McLean/Arlington, Virginia
- Customer Service
- Job Title: Client Field Technical Services Sr. Associate - Arlington, VAProfession: Customer Support/Call Center Operations -> Technical Customer SupportJob Description Client Field Technical Services Sr. Associate - Arlington, VA-11001T92 Performs troubleshooting, parts replacement, system upgrades, basic deployment, and repair on desktops / notebooks Identifies potential issues that could adversely impact end user experience and takes corrective action Basic installation and maintenance of desktops / notebooks Follows predefined tasks in daily tasks May receive calls after normal (see more)
- Software Engineer, Associate
- QinetiQ North America - McLean/Arlington, Virginia
- Information Tech / Computer
- Overview : The Technology Solutions Group (TSG) of QinetiQ North America has an international reputation for developing and delivering innovative products and systems that perform under the most demanding conditions to government and private industry clients. The Technology Solutions Group offers a suite of services and products including: Systems Engineering and Integration Product Design, Process Systems Design, Production Equipment Development, Instrumentation & Control, Systems Integration, Analysis & Simulation, Human Factors, Nondestructive Inspection & Evaluation, (see more)
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