Meso Scale Diagnostics: Manufacturer of high-sensitivity multiplexed immunoassay systems and reagents.
6+ YOE4+ MgmtBachelor's in Life Sciences or Business; 6+ years customer-facing or consultative experience; 4+ years supervisory experience; GxP/GLP/GCLP experience required/preferred; SFDC and Microsoft Project proficiency preferred.
Waverly Advisors: Provides wealth management and financial planning for private clients.
2+ YOE2+ years client service experience in financial services; Bachelor’s degree or 5 years' experience; experience with Raymond James/custodial platforms preferred; proficiency in Microsoft Office, SharePoint, and Salesforce; strong communication and organizational skills.
Microsoft Office, Microsoft SharePoint, Salesforce, Raymond James
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOE1+ year brokerage or client services support experience, customer service focus, intermediate Microsoft Office skills, ability to prioritize and meet deadlines, and compliance/FINRA background screening requirements.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
2+ YOEHigh school diploma/GED, minimum 2 years experience, strong client service and communication, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
San Diego or Zurich or China or Uruguay or United Kingdom or Jersey or Monaco or Rockville or Los Angeles or Mountain View or Wexford or Amsterdam or Europe
$65k-$85k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOESeries 7 and 66 licenses, ideally 2+ years client service experience in finance; strong communication, attention to detail, proactive teamwork, and proficiency in Microsoft Office Suite.
3+ YOE3+ years client-facing professional services experience; strong written and verbal communication; stakeholder and project coordination; ability to obtain Public Trust suitability; located within commutable distance to Rockville, MD.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma and 1 year experience required; Bachelor’s preferred. Proficiency with Microsoft Office, basic math, and obtain Life & Health license within 90 days.
Microsoft Office, Document Management System (DMS)
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; strong client service, communication, judgment, computer, and organizational skills. FINRA SIE, Series 7, or Series 66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Active FINRA registrations (Series 7 and Series 66, or Series 63 and 65). Strong Microsoft Office skills, client service experience, and knowledge of financial products; 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEHigh school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 + Series 65 required. Two+ years industry experience preferred. Advanced Microsoft Office skills and knowledge of financial products; strong interpersonal and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Client Service Associate, Wealth Management - Potential for Hybrid Work
Rockville, Maryland, United States
HybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
2+ YOECollege degree, 2-5 years of relevant client service experience, financial services or retirement plan experience, CRM and project management tool experience, and proficiency with Microsoft Office products.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Coordinates client and pet flow through a veterinary hospital, supports medical team productivity, communicates with clients and associates, and coordinates care in a welcoming manner.
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
3+ YOEBachelor's or equivalent experience, 3+ years financial services experience, strong communication and computer skills, Series 7 and 66 (or 63/65) or ability to obtain within 12 months.
Windows Client Engineer, Region Services Corporate Infrastructure (RSCI) - VECTOR Team
Herndon, Virginia, United States
$117k-$167k/yrOnsiteFull Time
AmazonNASDAQ: AMZN: Global online retail and cloud computing technology provider.
4+ YOERequires 4+ years supporting Windows OS, Active Directory, DHCP, PowerShell, ECM, GPO, DNS, 802.1x, disaster recovery, or automation; TS/SCI clearance with polygraph; associate degree or listed security credential.
Full Time (40 Hours) Associate Banker, Leesburg Branch, Leesburg, VA
Leesburg, Virginia, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, high school diploma/GED and client service experience required.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Moyer Move Management: Provides professional residential move management and relocation services.
1+ YOE1–2+ years move management or relocation experience, valid driver’s license and reliable transportation, ability to lift 25+ lbs, strong communication and client-service skills.
Capri HoldingsNYSE: CPRI: Designs and retails global luxury apparel and accessories.
2+ YOEMinimum 2 years retail experience; strong sales and customer service skills; POS operation; client book management; merchandising and inventory tasks.