- Morgan Stanley (Baltimore, MD)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Maryland-Baltimore*… more
- Morgan Stanley (Lutherville, MD)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Maryland-Lutherville* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Morgan Stanley (Annapolis, MD)
- …diversifying its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Maryland-Annapolis* ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (Washington, DC)
- …to diversifying its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *District of ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… 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
- Raymond James Financial, Inc. (Washington, DC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Citigroup (Washington, DC)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Banfield Pet Hospital (Kensington, MD)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity * Helping create an… more
- Truist (Hunt Valley, MD)
- …of the Financial Advisor, including addressing escalated issues not resolved by the Client /Branch Service Associate . 2. Meet regularly with Complex Directors ... Hunt Valley, MD Columbia, MD Rockville, MD Responsible for the supervision of Client Service Associates, including their sales support processes and activities.… more
- Ensono (Annapolis, MD)
- Associate Client Engagement ManagerRemote - United StatesJR010133 Associate Client Engagment Manager At Ensono, our **Purpose is to be a relentless ... our purpose. HONESTY, RELIABILITY, COLLABORATION, CURIOSITY, PASSION **Position Summary** As the Associate Client Engagement Manager at Ensono, you will be… more
- Truth Initiative (Washington, DC)
- …projects to join our cross-disciplinary team and contribute to our growing business. The Client Success Associate will report to the Vice President of Client ... performance indicators for retention and growth. + Support customer service delivery by resolving member tickets, assisting to train...here OR mail application materials to: Human Resources Attn: Client Success Associate 900 G Street, NW… more
- Bank of America (North Bethesda, MD)
- Wealth Management Client Associate North Bethesda, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Wells Fargo (Bethesda, MD)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- JPMorgan Chase (Washington, DC)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- DSPolitical (Washington, DC)
- …ambitious candidate to work in DSPolitical's Client Services team! As a Client Services Associate , you will assist with trafficking campaigns to the ... of any issues or concerns. + Traffic creative between client and Programmatic Trading team, using understanding of ...as needed. + Support clients on Deploy (our self service tool) by advising on and utilizing best practices… more
- Community Clinic Inc. (Silver Spring, MD)
- …way to a more equitable health care system for everyone. POSITION SUMMARY: The WIC Client Services Associate assists with the delivery of WIC services at a ... A high school diploma or GED. + Experience in health or human service delivery providing client information, referral services, or performing eligibility… more
- T. Rowe Price (Baltimore, MD)
- …our employees to feel challenged, engaged and valued. Role Summary + The Client Service Specialist is responsible for servicing our institutional clients holding ... separate accounts, sub-advised and proprietary TRP products. The Client Service Specialist is accountable for owning...inclusive programming aim to lift the experience for each associate and builds allies for our global associate… more
- Banfield Pet Hospital (Hanover, MD)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… more
- T. Rowe Price (Owings Mills, MD)
- …grow your career with us. Role Summary As a Product Analyst on the Self- Service Team within the Individual Investors Client Experience (IICX) organization, this ... performance indicators, including operational metrics, client surveys, direct client feedback, and associate feedback, escalating issues to product… more