- Morgan Stanley (Annapolis, MD)
- …EOE committed to diversifying its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- 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 (Hunt Valley, 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
- Bank of America (Easton, MD)
- Registered Wealth Management Client Associate Easton, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… 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 ... division within Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 21,000 professional food...written and verbal and ability to communicate with management, client , customer and associate levels. + The… more