- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… more
- HUB International (Rockville, MD)
- …limits - **HUB is the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in ... meetings and quarterly offsite meetings. + Maintain and update the Client Service Manual including key checklists and templates. + Other responsibilities as… 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 ... could take you! **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 (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
- Robert Half Finance & Accounting (Columbia, MD)
- Description Robert Half has a brand new direct-hire opportunity for a Client Services Associate for a financial services firm based on Columbia, MD. This role ... with prior experience in financial services with strong customer service experience are encouraged to apply! If interested, or...ensure team is set up for success + Maintain client database system + Handle administrative support work for… more
- Banfield Pet Hospital (Westminster, MD)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all...other job duties as assigned. THE FIVE PRINCIPLES Every associate including the Shift Lead has an important contribution… more
- Banfield Pet Hospital (Frederick, MD)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. + Helping ... about being a member of the team. + Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to… more
- BAYADA Home Health Care (Glen Burnie, MD)
- …highest quality care to our clients. **Responsibilities for a Client Services Associate :** + Provide superior customer service and quality home care + Focus ... BAYADA Home Health Care is currently seeking a ** Client Services Associate ** to join our **Glen Burnie, MD** **M** **edicare certified Home Health Senior Living… more
- Bank of America (North Bethesda, MD)
- Advisor Development Program Client Associate North Bethesda, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is… more