- Wells Fargo (Hagerstown, MD)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- Wells Fargo (Lutherville Timonium, MD)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Public Consulting Group (Annapolis, MD)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... and Regional Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is responsible for the day-to-day operations, … more
- Raymond James Financial, Inc. (Timonium, MD)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Public Consulting Group (Annapolis, MD)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the... Success Partners (CSP) are key members of the Client Success Team within the School Based Services (SBS)… more
- Citigroup (Bethesda, MD)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- Raymond James Financial, Inc. (Frederick, MD)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work ... administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure … more
- Evolent (Annapolis, MD)
- …the impact of our specialty programs and administrative platform. Role Overview The Associate Director role on Client Analytics will support both internal teams ... for the mission. Stay for the culture. What You'll Be Doing: The Client Analytics team provides a unique opportunity to collaborate with key business, analytics,… more
- Truist (Rockville, 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 (Waldorf, MD)
- The Client Care Associate 's primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via ... of Mars, Inc. within self and team. + Resolve client problems by determining the cause of the issue,...where pets are present. Experience, Education and/or Training: + Associate 's degree preferred, or the equivalent combination of education,… more