- Raymond James Financial, Inc. (Hunt Valley, MD)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **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 (Baltimore, 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
- Wells Fargo (Cumberland, 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 ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- Veterans Affairs, Veterans Health Administration (Baltimore, MD)
- …health care to Veterans? Responsibilities The Inpatient Medical-Surgical/Telemetry Unit Registered Nurse (RN) demonstrates leadership and mastery of practice in ... values; complies with Equal Employment Opportunity programs, partnerships, customer service standards and VA policies and procedures. He/she administers prescribed… more
- PNC (Bethesda, MD)
- …Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. + Helps support a book of business. As ... and have an opportunity to contribute to the company's success. As an Associate Relationship Strategist within PNC's Private Bank organization, you will be based in… more
- Foresters Financial Services (Silver Spring, MD)
- Sales Support Associate Sales Silver Spring , Maryland Apply Description What we need: This role supports the Registered Financial Services Sales ... Representative's business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires FINRA licensing within 12… more
- PNC (Baltimore, MD)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- T. Rowe Price (Baltimore, MD)
- …group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our ... diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and...updates, product trends, advisor preferences for both private and registered investment structures. Qualifications Required: + Prior experience in… more
- Compass Group, North America (Glen Burnie, MD)
- …agency standards and regulations. **Key Responsibilities:** + Ensures optimal customer service and client satisfaction + Provides cost effective management ... + Communication skills both written and verbal and ability to communicate with management, client , customer and associate levels. + The ability to multi-task and… more
- Compass Group, North America (Baltimore, MD)
- …The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. ... team of associates. You will be responsible for managing client relations, along with ensuring that the food offered...Time Off (varies by site/state) + Personal Leave + Associate Shopping Program + Health and Wellness Programs +… more
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