Client Associate: Average Salary in Alexandria, VA in 2024
Find out what the average Client Associate salary is in Alexandria, VA
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Client Services Associate
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. The Firm p...
Client Services Manager
One of the top wealth management firms in the DMV is looking to add a client services manager to their team due to growth. Client Relationship Management:. Build and maintain strong relationships with clients through effective communication and proactive service. Serve as the main point of contact f...
Registered Client Associate
The Client Associate is a forward-facing member of the team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. Contribute to Client Associate RingCentral chat to share knowledge with others. This role is an integral par...
Client Services Associate
One of the top wealth management firms in the DMV is looking to add several client services associates to their team due to growth. Client Relationship Management:. Build and maintain strong relationships with clients through effective communication and proactive service. Serve as the main point of ...
Client Services Associate
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. The Firm p...
Client Services/Operations Associate
We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, and we are seeking an Operations Associate who is passionate about doing ‘the work’ and thrives as part of a cohesive team. Ideally, you’ve held a similar position that helps you appreciate the nuances of client...
Registered Client Associate
The Client Associate is a forward-facing member of the team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. Contribute to Client Associate RingCentral chat to share knowledge with others. This role is an integral par...
Senior Associate, Client and Executive Communications
As a Senior Associate in External Client Communications, you'll be part of a team responsible for developing client-facing servicing (meaning, non-marketing) communications to keep clients informed of any service-related changes or enhancements to their Commercial Bank product. Senior Associate, Cli...
Client Services/Operations Associate
We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, and we are seeking an Operations Associate who is passionate about doing ‘the work' and thrives as part of a cohesive team. Ideally, you've held a similar position that helps you appreciate the nua...
WFS - WM Client Service Associate
The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and ...
Associate, Client Advisory
Pathstone Associate Program: A Client Advisory CareerPath!. Assist the Client Advisory Team(s) in all manners of client service and daily operations, as well as special projects. In addition, the Associate will collaborate with client teams to process money movements and execute trades within accoun...
Client Experience Associate - Virginia
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Private Wealth Management Client Service Associate**
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance...
Executive Client Service Associate
As an Executive Client Service Associate, you will be part of the Client Services Team and provide full support to an Executive Director Planner within the firm, ensuring and enhancing client satisfaction thru direct contact with clients, custodians, and other operational employees. Executive Client...
Client Experience Associate - Virginia
Work is what you do, not where you do it.We’re on a mission to help the world work Anywhere.We believe people should be able to work and learn together, whether they’re communicating across a table or across the world.We offer a diverse set of products and services to a variety of businesses, from l...
PRINCIPAL ASSOCIATE, CYBER RISK & ANALYSIS - CYBER EXTERNAL CLIENT ASSURANCE - INDEPENDENT ASSURANCE (SOC 2, ISO27001)
Principal Associate, Cyber Risk & Analysis - Cyber External Client Assurance - Independent Assurance (SOC 2, ISO27001). The Cyber External Client Assurance (CECA) - Independent Assurance team centrally facilitates Capital One’s commercialized products and services through their Commercialized Attest...
Client Services/Operations Associate
We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, and we are seeking an Operations Associate who is passionate about doing ‘the work' and thrives as part of a cohesive team. Ideally, you've held a similar position that helps you appreciate the nuances of client...
Principal Associate, Cyber Risk & Analysis - Cyber External Client Assurance - Independent Assurance (SOC 2, ISO27001)
Center 3 (19075), United States of America, McLean, VirginiaPrincipal Associate, Cyber Risk & Analysis - Cyber External Client Assurance - Independent Assurance (SOC 2, ISO27001). The Cyber External Client Assurance (CECA) - Independent Assurance team centrally facilitates Capital One’s commercializ...
Bilingual Client Experience Associate - Virginia (Work from Home)
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Client Services Associate
Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative...
Bilingual Client Experience Associate - Virginia (Work from Home)
Work is what you do, not where you do it.We’re on a mission to help the world work Anywhere.We believe people should be able to work and learn together, whether they’re communicating across a table or across the world.We offer a diverse set of products and services to a variety of businesses, from l...
Profit Formula Senior Client Associate
Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes, schedule and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues. Utilize prior experien...
Bilingual Client Experience Associate Virginia (Work from Home)
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Senior Tax Associate – Private Client Services
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, T...
Client Experience Associate Virginia
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...