• Senior Registered Client Service Associate

    Raymond James (Baltimore, MD)
    …providing quotes. * May solicit orders from clients at the direction of the Financial Advisor . * Receives unsolicited orders from clients. * May enter ... unsolicited trades at the direction of the Financial Advisor . * Researches client and security...Associate 's degree and five (5) years of licensed financial services industry service experience. ~or~ * An equivalent… more
    Raymond James (09/20/18)
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  • Registered Client Service Associate

    Raymond James (Baltimore, MD)
    …handling basic inquiries and providing quotes. * Solicits and receives orders for the Financial Advisor . * May enter unsolicited trades at the direction of the ... Financial Advisor . * May service less active accounts. * Researches client and security information through the back office system. * Processes and follows up on… more
    Raymond James (08/08/18)
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  • Merrill Lynch Administrative Manager

    Bank of America (North Bethesda, MD)
    …the company's business objectives and contributes to market profitability by influencing Financial Advisor business practices in ways that minimize regulatory, ... the MLWM ME's overall managerial responsibilities for parent and associate offices. He or she functions independently, or with...client outcomes, partnering with the ME and coaching the Financial Advisor . Their functions are related to… more
    Bank of America (08/26/18)
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