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Edward Jones - Washington, DC
- Registered Client Service Associate
- UBS Financial Services Inc. - Maryland
- Administrative / Clerical
- 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 inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work (see more)
- Registered Client Service Associate
- UBS Financial Services Inc. - Virginia
- Administrative / Clerical
- 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 inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work (see more)
- Client Service Associate
- UBS Financial Services Inc. - Montgomery County, Maryland
- Administrative / Clerical
- 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 inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work (see more)
- Client Services Associate
- Convergent Wealth Advisors - Montgomery County, Maryland
- Accounting / Finance
- Convergent Wealth Advisors is an objective, open architecture wealth management firm with over 250 clients and $10 billion in assets under advisement. Our typical relationship is a high net-worth individual or institution with approximately $25-$45 million, and we provide our clients specialized investment management, portfolio advisory and performance management services. We have offices in Los Angeles, New York, Washington, DC and Portland, OR. We have an immediate need for Client Service Associate in our Washington, DC office. GENERAL SUMMARY: This position is responsible for providing (see more)
- Client Service Associate
- Convergent Wealth Advisors - Montgomery County, Maryland
- Accounting / Finance
- Convergent Wealth Advisors is an objective, open-architecture wealth management firm with over 250 clients and $10 billion in assets under advisement. Our typical relationship is a high net-worth individual or institution with approximately $25-45 million, and we provide our clients specialized investment management, portfolio advisory and performance measurement services. We are headquartered in Potomac, Maryland have offices in Los Angeles, New York, and Portland, OR. We have an immediate need for a Client Service Associate at our Potomac, Maryland location. POSITION SUMMARY This position is (see more)
- Client Service Associate
- WealthEngine Inc - Montgomery County, Maryland
- Customer Service
- This is an entry- to mid-level position which reports directly to the Director, Client Service. Qualified candidates will thrive both in an independent and team environment. Must possess the ability to take ownership of workload and projects, and complete those projects accurately and efficiently. Must be able to work with various internal groups and teams and have the ability to manage multiple, simultaneous projects and deadlines. KEY JOB RESPONSIBILITIES Serve as first line of contact for client inquiries via phone and email regarding product questions or issues. Assist with all client (see more)
- Client Services Associate
- WealthEngine Inc - Montgomery County, Maryland
- Customer Service
- This is an entry- to mid-level position which reports directly to the Director, Client Service. Qualified candidates will thrive both in an independent and team environment. Must possess the ability to take ownership of workload and projects, and complete those projects accurately and efficiently. Must be able to work with various internal groups and teams and have the ability to manage multiple, simultaneous projects and deadlines. KEY JOB RESPONSIBILITIES Serve as first line of contact for client inquiries via phone and email regarding product questions or issues. Assist with all client (see more)
- Client Services Associate - ProShares
- ProFund Advisors - Montgomery County, Maryland
- Accounting / Finance
- ProShares, based in Bethesda, MD just outside Washington D.C., is the worlds largest manager of geared funds with more than $25 billion in ETF assets under management. Our exchange traded funds and mutual funds help knowledgeable investors execute sophisticated investment strategies. We continue to experience significant growth creating many opportunities across our organization for financial services professionals interested in an innovative company that challenges the status quo and demands success. Since 1997, ProShares has provided mutual fund investors with offerings that include mutual (see more)
- Client Services Associate - ProShares
- ProFund Advisors - Montgomery County, Maryland
- Customer Service
- ProShares, based in Bethesda, MD just outside Washington D.C., is the worlds largest manager of geared funds with more than $25 billion in ETF assets under management. Our exchange traded funds and mutual funds help knowledgeable investors execute sophisticated investment strategies. We continue to experience significant growth creating many opportunities across our organization for financial services professionals interested in an innovative company that challenges the status quo and demands success. Since 1997, ProShares has provided mutual fund investors with offerings that include mutual (see more)
- Pb Client Associate 2 (safe)
- Wells Fargo - Richmond, Virginia
- Banking / Mortgage
- Wells Fargo's Legal Specialty Group (LSG) is a division of the Private Bank and delivers financial solutions to both law firms and their partners. LSG professionals tailor a comprehensive suite of solutions and services to meet each client s goals. The position of Client Associate works directly with a LSG Senior Private Banker, providing support for account administration, sales activities and relationship management. Responsibilities include: Serve as a main contact for clients regarding inquiries and requests including wires and account openings, and credit requests. Analyze and monitor (see more)
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