About the Position Client Success Managers (CSMs) have a passion for assisting people in making the most effective and efficient use of SaaS products in their day to day. Technologically savvy and unafraid of online platforms, CSMs are "product evangelists" focused on encouraging and driving product adoption and usage, thus, streamlining our customers' day to day workflow

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and adver

Dexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world. Dexis embraces and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with respect, and value the unique lived experiences each person brings based on thei

Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients

You're looking for a change, and so are we. At Venable, we know that every new hire brings valuable experience, new perspectives, and a chance to raise the bar on our approach to how we work. That's why we're looking for a dynamic Legal Support Services Coordinato r to provide comprehensive administrative support to the Legal Support Services Manager and assist with depar

Senior Financial Investigator (SFI) and Financial Investigator (FI) Organizes and conducts detailed examinations of information generated during complex financial criminal/civil investigations and information available through alternative sources for the purpose of conducting financial analyses of personal/business assets of targeted organizations/individuals. Utilizes in

About Us Are you someone who seeks opportunity and has a true desire to grow your career with an organization that has enriched the lives of its clients and communities in the Greater Washington region for more than 150 years? If so, Sandy Spring Bank may be the perfect fit for you! Sandy Spring Bank is a growing financial services company focused on creating real experie

Want to use your skills to positively impact a fast paced, growing business? Looking to advance your career in an entrepreneurial environment? We are a professional services firm that provides third party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOP) and 401(k) Plans. We have offices in Charlottesville, VA, Columbia, MD

EX Program is looking for a capable and motivated client facing professional with excellent communication skills and the ability to execute and manage projects to join our cross disciplinary team and contribute to our growing business. The Client Success Manager (CSM) will report to the VP of Revenue and will support our growing book of EX Program clients. The CSM will be

BDO is seeking a Financial Management Subject Matter Expert (SME) to support financial management, planning, and analysis efforts for Intelligence Community (IC) Agencies. The individual in this position should have familiarity and experience with financial modeling, cost allocation, analysis of financial results, and budgeting. The ideal candidate would have a background

Great Hill Solutions is part of the Seneca Nation Group (SNG) portfolio of companies. SNG is the federal government contracting business wholly owned by the . SNG meets mission critical needs of federal civilian, defense, and intelligence community customers across a variety of domains. The SNG portfolio receives shared services support from its parent company and is comp

The contractor shall develop the forfeiture processes and procedures associated with an on going financial investigation. This support shall include the introduction of specific tools and techniques to analyze financial information. The contractor will provide advice and guidance to fully develop the forfeiture aspects of an on going investigation. Advice and guidance inc

Job Title Department Financial Advisor Securities Administration Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Rockville Pike, MD, Clarksburg, MD or Damascas, MD. Market Mid Atlantic Work Hours per Week 40 Requirements Bachelor's Degree preferred. State Life & Health insur

Job Location Washington DC Washington, DC Position Type Full Time On Site   Description Boston Government Services is seeking a Financial Management Specialist to support the Department of Energy (DOE) and Naval Reactors Headquarters (NRHQ) at the Navy Yard in Washington DC. Boston Government Services (BGS) is an engineering, technology, and security firm helping to a

The Sr Financial Advisor leads and coordinates work efforts to provide divisional leadership teams with analytical insight, financial discipline and business outputs to actualize our financial strategy. Works collaboratively to build cross functional relationships and drive financial results. Functions as financial strategy leader with assigned business partners to create