Client Service Associate
$20 - $21 per hourApTask
Team Lead Recruitment | Rock Your LinkedIn Profile, Impromptu Speaking Pay Rate: $20-21/hr on w2 Bachelor's Degree is required Base pay range $20.00/hr - $21.00/hr Responsibilities Responsible for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the action or document. The Representative must develop subject matter expertise across the department and have the ability to apply that knowledge in determining document validity. They are responsible for ensuring that downstream actions such as check and debit card orders or system blocks are executed accurately and efficiently to ensure that the firm is operating in compliance with regulatory rules and regulations. Responsible for handling quality sampling of new account documents processed in other areas and responding to escalated issues from those areas. Technical Skills Computer Literacy Microsoft Office Suite Previous New Account experience is preferred Proven ability to learn other software packages Type a minimum of 35 wpm, Ten key by touch Seniority level Entry level Employment type Contract Job Function Analyst, Accounting/Auditing, and Finance Industries Banking, Investment Banking, and Financial Services #J-18808-Ljbffr
- ...Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management... ...transform those around you as well. We are looking to add a Client Service Associate to our team in our Frederick, MD office. The Client Service...SuggestedWork at officeLocal area
$20 - $21 per hour
...for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the... ...Function Analyst, Accounting/Auditing, and Finance Industries Banking, Investment Banking, and Financial Services #J-18808-Ljbffr...SuggestedContract workWork at office$46.5k - $60k
...solutions in wealth management and insurance services to high-net-worth individuals and their... .... NFP provides solutions enabling client success through the expertise of over 8,... ...service processes. The Client Services Associate must provide superior client service by...SuggestedWork at office- ...Client Services Associate Location: Baltimore, MD Employment Type: Full-Time About the Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone...SuggestedFull time
- ...Client Service Associate - Multi-Family Office A leading boutique multi-family office serving ultra-high-net-worth (UHNW) families and individuals is seeking a Client Service Associate to join its team. The firm provides highly personalized advice and services across...SuggestedWork at office
- ...Waverly Advisors, LLC is seeking a Client Service Associate to join our Frederick, MD office. You will serve as the liaison between clients and advisors, handling account applications, paperwork, and money movements with an emphasis on accuracy and timely communication...Work at office
$45k - $85k
...Registered Client Service Associate Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...Work at office$75k - $85k
Wealth Management Client Service Associate (CSA) Location: Towson, MD Salary: $75,000 to $85,000 DOE plus bonus Wealth Management Client Service Associate This is an opportunity to join a warm, collaborative, and close-knit team within a growing boutique RIA that is...Work at office$75k - $85k
...Client Service Associate (RIA) Now Hiring: Client Service Associate (RIA) in Towson, MD! Apply now with 24/7 PT. Responsibilities: Manage the full client onboarding process including distribution and tracking of intake forms. Open new accounts for new and existing clients...Immediate start$65k - $70k
..., and a leader in innovative insurance solutions, is seeking a Client Relationship Associate (Commercial Lines) to join our award-winning team. This role is essential in fostering exceptional client service by accurately managing insurance documentation, coordinating account...Full timeWork at office$60k - $80k
...Private Client Associate Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees...Full timeWork at officeHome office$22 - $25 per hour
...Description Build your career at Ram Supply as a Client Success Executive supporting our client service team for our client base in Maryland, Northern VA,... ...School Degree required. College coursework or an associate degree preferred, which may be substituted with 2-4...Hourly payFull timeWork experience placementCasual workWork at officeMonday to Friday$35.36k - $90k
...Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special... ...support) Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...Temporary workWork at officeLocal areaRemote workHome officeNight shift$45k - $70k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours$35k - $55k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours$45k - $70k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours$25 - $37 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workShift workDay shift- RBC Wealth Management in Hunt Valley, MD seeks a Client Associate/Registered Client Associate. You will support financial advisors, respond... ...fast-paced, regulated setting. The role emphasizes client-first service, problem resolution, and collaboration with advisors to grow...
$170k - $200k
...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ...Elser's Baltimore office is looking for a Litigation Defense Associate Attorney to join a team of exceptional professionals in a...Full timeWork at officeFlexible hours- ...Front End Service Team Associate WM Supercenter #3489 6420 Petrie Way Baltimore, MD 21237-3034 3 open positions CP-3489-9025 $17.00 - $30.00/hr* Part time Shift may start between 8:00am - 11:00am Shift may start between 1:00pm - 4:00pm Role Summary Front End...Hourly payMinimum wageFull timeTemporary workPart timeShift workWeekend workAfternoon shift
- ...| 1 Frankel Way | Responsibilities: Greet customers and provide friendly service; Process returns/refunds and financial transactions; Answer customer questions and assist across store; Maintain clean, presentable area; Assist associates as needed...Hiring Immediately...Immediate start
- ...The Associated: Jewish Community Federation of Baltimore is seeking a part-time Campus Associate to support day-to-day operations at Pearlstone... ..., attention to detail, and a commitment to excellent customer service. This role offers flexible scheduling and the potential for...Part timeFlexible hours
- ...join our firm and contribute to our mission of delivering exceptional client service. This role offers the opportunity to work in a fast-paced environment while gaining valuable experience.The Associate Attorney is responsible for handling bankruptcy matters for the firm...
$150k - $190k
...Law Journal’s survey of the nation’s largest law firms.Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers,...Full timeWork at officeFlexible hours$96.5k - $164k
...perspective and meaningful partnership so our clients can feel more confident. We believe... ...the right thing for our clients and our associates is good business. With a career at the... ...Role Summary The Offer Manager, Advisory Services is responsible for overseeing the day-to...Full timeWork experience placementLocal areaRemote workWork from home1 day per week$116k - $130k
...life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of... ...standards of service delivery for new business onboarding and client transition activities. Oversees multifunctional operations...Full timeContract workWork at officeRemote workWorldwide$93k - $139.5k
We're seeking someone to join our team as a Director in Shared Services & Banking Operations to lead the establishment and ongoing management... ..., devise and implement effective controls and develop client relationships.This is a Team Manager position at Director P4 level...Temporary workLocal area$25 - $50 per hour
...commercial properties. We are looking for some dynamic technicians who will represent Synergy Preserve LLC to its clients and customers and provide better service in the field. Overview We are seeking a skilled HVAC Technician to join our dynamic team. The ideal...Hourly payFull timeFor contractorsLocal areaFlexible hours$16 - $17.3 per hour
...Lowe's Merchandising Services AssociateAs a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's store. If you want to build eye-catching...Full timePart timeLocal areaFlexible hoursWeekend workWeekday work$170k - $200k
...Journal's survey of the nation's largest law firms. Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers,...Full timeWork at officeFlexible hours
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