- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will ... in Banking, or in any other part of the Financial Industry is preferred. The Client Service Associate serves as the primary point of contact for our clients… more
- Morgan Stanley (Baltimore, MD)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Maryland-Baltimore* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Truist (Hunt Valley, MD)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Banfield Pet Hospital (Greenbelt, MD)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... being a member of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- Truist (Hunt Valley, MD)
- …of the Financial Advisor, including addressing escalated issues not resolved by the Client /Branch Service Associate . 2. Meet regularly with Complex Directors ... Hunt Valley, MD Columbia, MD Rockville, MD Responsible for the supervision of Client Service Associates, including their sales support processes and activities.… more
- T. Rowe Price (Baltimore, MD)
- …T. Rowe Price's significant presence in the advisor sold market by ensuring excellent client service across all T. Rowe Price's Alternative products. About the ... Distribution team and will report to Director of Alts Client Service . + This role is directly...inclusive programming aim to lift the experience for each associate and builds allies for our global associate… more
- T. Rowe Price (Baltimore, MD)
- …our employees to feel challenged, engaged and valued. Role Summary + The Client Service Specialist is responsible for servicing our institutional clients holding ... separate accounts, sub-advised and proprietary TRP products. The Client Service Specialist is accountable for owning...inclusive programming aim to lift the experience for each associate and builds allies for our global associate… more
- T. Rowe Price (Owings Mills, MD)
- …grow your career with us. Role Summary As a Product Analyst on the Self- Service Team within the Individual Investors Client Experience (IICX) organization, this ... performance indicators, including operational metrics, client surveys, direct client feedback, and associate feedback, escalating issues to product… more