• 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 (06/14/18)
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  • Registered Associate

    Morgan Stanley (Lutherville, MD)
    …firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients. In order ... status on policies, procedures and risk awareness Input orders on behalf of Financial Advisor Perform administrative duties that support Financial Advisors… more
    FinancialJobsWeb (06/04/18)
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  • Registered Client Service Associate

    Raymond James (Chevy Chase, 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...Support Services* **Organization:** **Private Client Group* **Title:** *Registered Client Service Associate -Washington, DC* **Location:** *MD-Chevy Chase-Chevy Chase* **Requisition ID:**… more
    Raymond James (06/14/18)
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  • Client Service Associate

    Morgan Stanley (Rockville, MD)
    …firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients. DUT I ... POSITION SUMMARY: The Client Service Associate enhances the client experience by providing exceptional...assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is… more
    FinancialJobsWeb (06/21/18)
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  • Sr. Client Service Associate -Washington,…

    Raymond James (Chevy Chase, MD)
    …efforts including seminars, etc. * May enter orders at the direction of the Financial Advisor . * Receives and processes securities. * Receives cross-training and ... uses advanced skills gained through training and experience to assist financial advisors and provide clients with quality service. Follows established procedures… more
    Raymond James (06/14/18)
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  • Client Services Associate

    Robert Half Finance & Accounting (Baltimore, MD)
    …firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients. Robert ... Robert Half is searching for a Client Service Associate who enhances the client experience by providing...assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is… more
    Robert Half Finance & Accounting (06/13/18)
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  • Client Service Associate

    Kestra Financial (Baltimore, MD)
    …planning and coordination of client events Requirements Benefits WeberMessick is your trusted Advisor for your financial decisions. Through hard work and an ... WeberMessick is a successful, growing financial advisory firm seeks an energetic, self-motivated professional to help service, market and grow our business by… more
    Kestra Financial (06/14/18)
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