12 jobs found in McLean, VA

Client Services Team Assistant Company Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus. Company Overview: Chevy Chase Trust is a privately owned investment think tank offering...

Deposit Operations Analyst, Digital Banking COMPANY DESCRIPTION: Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. Forbright is committed to exceptional client service by providing seamless, innovative personal banking services to depositors and creative financing solutions to visionary middle market businesses and investors in healthcare, technology, financial services, real estate, and other industries. COMPANY CULTURE: We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back. We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and...

Relationship Banker I (Roving) COMPANY DESCRIPTION: Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. Forbright is committed to exceptional client service by providing seamless, innovative personal banking services to depositors and creative financing solutions to visionary middle market businesses and investors in healthcare, technology, financial services, real estate, and other industries. COMPANY CULTURE: We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back. We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and thoughtful. COMPANY...

Position Title: Manager, PAC Location: Washington, DC (Hybrid) Department: Legislative & Political Affairs Description: As the leading advocate for the real estate finance industry, MBA is committed to providing our members with unmatched value and unparalleled benefits. In doing so, we recognize that our most valuable resource is our employees. MBA prides itself on sourcing top talent from all fields and is committed to investing in a culture where communication is essential, diverse voices are encouraged, and embrace inclusion for all. Competitive salary and benefit packages including Medical, Dental, and Vision. Hybrid work schedule that supports work-life balance Professional development opportunities If you are looking for a career-defining opportunity, share similar values, and are ready to make a difference in the real estate finance industry, look no further. Apply today! Position Summary: Position performs a variety...

Branch Member Service Associate (Part-Time) - Rockville, MD As a Part-time Branch Member Service Associate you will deliver exceptional customer service in our branches while successfully promoting and selling NASA FCU products and services. You must possess proven customer service skills; strong verbal communication; and above all, a desire to help others. The Part-time Branch Member Service Associate position is a tiered position with formal training modules – YOU control your career advancement as you learn and execute new skills. In addition to a solid compensation package, there is also a generous part-time benefits opportunity. This role will require travel to other locations on an as needed basis. You must have reliable transportation. At least one year of Cash Handling experience required. Job Duties and Responsibilities Empathizes with members and provides solutions to make it easy for members to acquire and effectively use NASA FCU products and services....

Receptionist (Call Center Experience) Position Overview: We are seeking a professional and customer-focused Receptionist with prior call center experience to serve as the first point of contact for our organization. The ideal candidate will be comfortable managing a high volume of incoming calls, providing exceptional customer service, and supporting administrative operations in a fast-paced environment. Responsibilities: Answer and direct a high volume of incoming calls using a multi-line phone system Greet and assist visitors, clients, and vendors in a courteous and professional manner Transfer calls accurately and efficiently to appropriate departments Manage voicemail messages and ensure timely follow-up Schedule appointments and maintain calendars as needed Maintain reception area organization and professionalism Perform data entry and update customer information in CRM or internal systems Assist with administrative tasks such as filing, scanning, copying, and mail...

Applicant Services Representative Job Title: Applicant Services Representative Type: Full-Time Location: Rockville MD (On-Site) Position Overview We are seeking a detail-oriented and customer-focused Applicant Services Representative to support individuals throughout the application process for various programs and services. This role serves as a primary point of contact for applicants, assisting with application submissions, answering questions, and ensuring all required documentation is received and processed accurately. The ideal candidate will have strong customer service experience, preferably within the banking, financial services, or accounting industry, where attention to detail and confidentiality are essential. Experience supporting benefits or program applications is highly desirable. Key Responsibilities Provide exceptional customer service to applicants via phone, email, and other communication channels.Guide applicants through the application process,...

Customer Service Representative (Accounting, Banking or Healthcare Experience)- Onsite Position Overview: We are seeking a professional and detail-oriented Customer Service Representative with experience in the Accounting, Banking, or Healthcare industry. This role is responsible for delivering exceptional customer support while handling inquiries related to financial transactions, billing, accounts, or patient/client services. The ideal candidate has strong communication skills, accuracy, and the ability to navigate sensitive or regulated information. Hours: Monday-Friday 8am-5pm Employment is contingent on successfully passing a drug and background check. Responsibilities: Serve as the primary point of contact for customer inquiries via phone, email, and/or chat Assist customers with account questions, billing inquiries, payments, and service-related issues Provide accurate information regarding financial records, invoices, insurance claims, or...

Benefits Administrator Overview A well-established organization is seeking Applicant Services Representatives to support retirement benefit application processing and participant services. This role is ideal for professionals with customer service experience in benefits administration, pension services, or financial services operations who enjoy working in a structured environment while providing accurate and timely service. Key Responsibilities Review, validate, and confirm required documentation for retirement benefit applications. Process application status requests, benefit applications, and verification requests accurately and efficiently. Calculate retirement benefit amounts and assist with benefit adjustments when necessary. Communicate with participants via phone or written correspondence to clarify application information. Research employment and benefits records to support application processing. Prepare system-generated or template correspondence...

Accounting Manager (Construction Industry) This role is fully onsite Salary: $70,000-90,000/year The Accounting Manager is responsible for overseeing the daily accounting operations ensuring accurate financial reporting, compliance with accounting standards, and effective management of construction-specific financial processes such as job costing, project accounting, and progress billing. This role supervises accounting staff and works closely with project managers and executive leadership to support financial decision-making and maintain the financial health of the organization. Responsibilities: Manage the day-to-day operations of the accounting department including accounts payable, accounts receivable, payroll, and general ledger. Oversee construction job costing, ensuring accurate allocation of labor, materials, subcontractor costs, and overhead to specific projects. Prepare and review monthly, quarterly, and annual financial statements. Manage month-end and...

Tier 2 Help Desk Who we are Platinum Technologies is a Northern Virginia based integrated solutions firm that specializes in Cybersecurity, Cloud and Digital Services to the Public Sector. Our team solves hard problems and helps our Mission Partners achieve their goals. If you are self-motivated, possess demonstrated learning agility, and are passionate about delivering high-quality work products – we want to hear from you. We lead with technical expertise, but that is just the tip of the iceberg – the ‘Why’ matters. At Platinum, we don’t hire people to do a job. We provide professional and leadership development to complement our self-motivated domain experts. Our teammates are dot-connecting leaders that operate in a mutually accountable environment to deliver thought leadership, expert technical analysis, and quality execution for our clients Platinum Technologies currently has an opportunity for a Tier 2 Help Desk to support our Program (DTRA), a growing program with exciting...

Mortgage Loan Assistant We are seeking a detail-oriented and organized professional to join a growing team supporting financial operations within a fast-paced environment. This is an excellent opportunity for someone looking to gain hands-on experience in the lending and financial services space while working closely with experienced professionals. Key Responsibilities Provide administrative support throughout the loan lifecycle Assist with document collection, review, and follow-up Maintain accurate records through scanning, filing, and data entry Support internal teams with processing and tracking of applications Collaborate with team members to ensure timely and efficient workflows Assist with preparing materials and communications for clients and internal stakeholders Qualifications Strong organizational and multitasking abilities Effective communication and interpersonal skills High attention to detail and accuracy Proficiency with Microsoft...