Jobs near Burtonsville: 12,381
RS
Relevance Score ranked on: CLIENT RELATIONS
Client Relationship Manager
Columbia
MAJOR RESPONSIBLITIES: Ultimate Client Experience: Actively manages memberships and ensures that clients receive all services and products to which they are entitled and that renewals are processed accurately and on time through daily review of benefits, room visits and proper follow through. Proacti...
Search Terms: Relationship Manager, Client Relations, Relationship, Manager, Client
83.6
8.5mi
Updated: September 04
Sr Advisor Client Relationship
Arlington
Executes comprehensive relationship management strategy for retaining Homestead Funds’ clients. Provides financial advisory and asset allocation services to Homestead Funds current and potential shareholders. Conducts over-the-phone and in-person portfolio reviews and recommends specific, customized ...
Search Terms: Client Relations, Relationship, Advisor, Financial Planning, Business Services
83.6
17mi
Updated: September 23
Private Client Relationship Manager
Arlington
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping...
Search Terms: Relationship Manager, Client Relations, Relationship, Manager, Private
82.3
17mi
Updated: September 07
Universal Banker - Seventeenth and Eye
Washington
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
77.3
14mi
Updated: September 28
Part Time Universal Banker- 20 Hours- Columbia East
Columbia
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Part Time, Client Relations, Banker, Relationship
77.1
8.5mi
Updated: September 21
Universal Banker - 100 M Street
Washington
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
76.8
14mi
Updated: September 26
Universal Banker - Lanham
Lanham
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
76.2
9.9mi
Updated: September 14
Client Service Associate - Rockville, MD
Rockville
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps...
Search Terms: Client Service, Financial Advisor, Associate, Client Relations, Relationship
76
12mi
Updated: September 27
Relationship Banker or Senior Relationship Banker - 100 M Street Branch
Washington
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine...
Search Terms: Relationship Banker, Relationship, Banker, Senior, Client Relations
75.6
14mi
Updated: September 27
Universal Banker - Eastern Market
Washington
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
75.5
14mi
Updated: September 14
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