Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Services Associate

$25 - $44 per hour

Dormont Manufacturing Co

Merrill Wealth Management in Annapolis, MD is seeking a motivated Client Service Associate. The role focuses on providing exceptional client services by collaborating with financial advisors and ensuring all client needs are met. Candidates should have a client-centric approach and be proficient with technology. This position offers competitive pay between $25.00 - $44.00 per hour based on experience and skills, along with industry-leading benefits and the potential for discretionary incentives. #J-18808-Ljbffr Dormont Manufacturing Co

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Annapolis, MD vacancy
  • $25 - $44 per hour

    Job Overview Supports multiple Financial Advisors by providing client service support, operational excellence and client advocacy within Merrill Wealth Management. Key Responsibilities Provide excellent client service to bank clients by educating them on bank services and... 
    Suggested
    Hourly pay
    Seasonal work
    Shift work
    Day shift

    Bank of America

    Annapolis, MD
    1 day ago
  • $15 - $40.87 per hour

    Dormont Manufacturing Co in Maryland is seeking a Registered Client Service Associate to provide exceptional service and support Financial...  ...teams. This role involves enhancing client relationships, managing administrative tasks, and educating clients on digital tools... 
    Suggested
    Hourly pay

    Dormont Manufacturing Co

    Annapolis, MD
    1 day ago
  •  ...a motivated individual to support Financial Advisors by providing exceptional client service and operational excellence. The role emphasizes client education on banking services and managing relationships effectively. The ideal candidate will possess a strong work ethic... 
    Suggested

    Bank of America

    Annapolis, MD
    23 hours ago
  • $15 - $40.87 per hour

    POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and...  ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis...  .../or other duties directed by local management ADMINISTRATIVE SUPPORT Answer inbound... 
    Suggested
    Hourly pay
    Temporary work
    Work at office
    Local area

    Dormont Manufacturing Co

    Annapolis, MD
    1 day ago
  •  ...Seasonal Client Service Associate At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority... 
    Suggested
    Full time
    Part time
    Seasonal work
    Work at office
    Local area
    Flexible hours
    Night shift
    Weekend work
    Day shift
    Weekday work

    Jackson Hewitt

    Annapolis, MD
    2 days ago
  • $25 - $44 per hour

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management...  ...Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Hourly pay
    Work experience placement
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Co

    Annapolis, MD
    1 day ago
  • $55k - $75k

     ...advisors and their prospective and existing clients and other branch staff team members....  ...virtual), as well as the ability to organize, manage, and track multiple detailed tasks and...  ...team, providing a high level of customer service. Licenses & Certifications Securities Industry... 
    Work experience placement
    Work at office

    Raymond James

    Annapolis, MD
    23 hours ago
  • $68k - $120k

    Dormont Manufacturing Co is seeking Wealth Management Associates to support Financial Advisors and enhance client relationships. Candidates should excel in service delivery and possess strong interpersonal skills. The role involves assisting with digital marketing, portfolio... 

    Dormont Manufacturing Co

    Annapolis, MD
    1 day ago
  •  ...providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our...  ...you’re supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength... 
    Work at office
    Local area
    Flexible hours

    Dormont Manufacturing Co

    Annapolis, MD
    2 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our...  ...and delivering extraordinary customer service while maintaining a strong commitment to...  .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 

    JPMorgan Chase

    Edgewater, MD
    1 day ago
  •  ...personalized investment solutions to your clients by relying on leadership and...  ...with a consistent focus on relationship management, not portfolio management Demonstrate a...  ...Financial Advisor role or equivalent financial services experience Demonstrated success in client... 

    Aumni

    Annapolis, MD
    3 days ago
  • $40k - $60k

     ...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture...  ...serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become...  ...people, organizational, and client service skills Attention to detail coupled... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Annapolis, MD
    more than 2 months ago
  •  ...Role Overview The Project Manager will lead the day‑to‑day performance across a multi‑year statewide managed IT services engagement, overseeing Service Desk, Desktop Support, and IT Asset Management teams. The ideal candidate has deep hands‑on experience with implementing... 
    Contract work
    Remote work
    Relocation

    Titan Technologies

    Annapolis, MD
    1 day ago
  •  ...Titan Technologies is seeking a Project Manager to lead the day-to-day performance across a multi-year statewide managed IT services engagement under which Titan will implement, operate, and maintain specific lines of Client Services and work orders. The PM is the operational... 
    Contract work
    For contractors
    Work at office

    Zen Strategics LLC

    Annapolis, MD
    1 day ago
  • Corvias Corporate Services, LLC is seeking a Resident Associate to manage resident transactions and ensure satisfaction and retention. You will be the primary contact for residents, handling lease agreements and generating revenue through renewals. The ideal candidate has... 

    Corvias Corporate Services, LLC

    Annapolis, MD
    3 days ago
  •  ...exceptional vehicle maintenance and repair services to our valued customers. With a...  ...dynamic and experienced Automotive Service Manager to join our team and help us continue delivering...  ...top-notch automotive services to our clients. Position Overview As the Service... 

    Prestonchevy

    Annapolis, MD
    1 day ago
  • $64.4k - $79.86k

     ...and advocating for those underserved individuals? See Below!!** Service Coordination, Inc. is looking for Service Coordinators with a...  ...64,395-$79,861 , determined based on education, relevant case management experience and relevant certifications We reimburse for all... 
    Full time
    Temporary work
    H1b
    Live in
    Work at office
    Local area
    Shift work

    Service Coordination Inc

    Annapolis, MD
    7 days ago
  • $22 - $25 per hour

     ...Assistant Manager of Sales and Service We hope you're interested in building a home with us. Even if...  ...while serving as a role model for sales associates in sales generation and service by...  ...Philosophy Ensure timely resolution of client service issues including delivery/... 
    Hourly pay
    Full time
    Part time
    Work experience placement
    H1b
    Local area
    Home office
    Relocation package
    Flexible hours
    Shift work
    Weekend work

    Williams-Sonoma

    Annapolis, MD
    2 days ago
  • $16 - $18 per hour

     ...Customer Service Representative Under the direction of call center management, provides customer service via telephone to patients in need of care. Answers phones with a professional greeting and addresses the patients' needs, both professionally and efficiently. The... 
    Temporary work
    Work at office
    Work from home

    Clearway Pain Solutions Institute

    Annapolis, MD
    4 days ago
  • $2,800 - $3,800 per month

     ...Assure Inventory Service Associate (ISA) - Annapolis, MD (1099 Contractor) Annapolis, MD The Kestra team has over 400 years of experience...  ...helping patients and their care teams harmoniously monitor, manage, and protect life. The Assure Inventory Service Associate... 
    Contract work
    Temporary work
    For contractors
    Local area
    Work visa
    Afternoon shift

    Kestra Medical Technologies

    Annapolis, MD
    2 days ago
  • The Contact Center Manager is responsible for the overall leadership...  ...This position oversees daily service delivery, workforce...  ...dashboards, and trend analyses for client and leadership. Utilize workforce...  ...Minimum Qualifications Associate's or Bachelor's degree in Information... 
    Work at office

    A & T Systems, Inc.

    Annapolis, MD
    3 days ago
  • $67k - $73.7k

     ...Overview Under the direction of the Housing and Advocacy Services Director, the Residential Services Manager oversees the daily operations and service delivery...  ...and supervision to residential staff, supports client assessment and advocacy services, and helps ensure implementation... 
    Full time
    Work at office
    Night shift
    Weekend work
    Afternoon shift

    Center for Community Solutions

    Annapolis, MD
    23 hours ago
  • $71.7k - $129.5k

     ...Total Rewards. Employees enjoy multiple wealth‑building opportunities through our annual...  ...bringing T-Mobile's unmatched products and services to underserved markets. This is a true...  ...cold calling, and networking under sales manager supervision. Customer Needs: Identify customer... 
    Temporary work
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Annapolis, MD
    2 days ago
  •  ...loaded team of Allstars! Auto Sense Auto Service Center seeks Bilingual (English/Spanish)...  ...calls, assisting with appointment management, administrative duties and customer service...  ...relaying communications between technician, client and service advisor. Requirements... 
    Work at office

    AutoSense

    Millersville, MD
    23 hours ago
  • $90k - $100k

    Sedgwick is seeking a Client Service Manager in Annapolis, Maryland to manage multiple client accounts and maintain vital relationships. The role requires 5+ years of claims management experience and strong leadership skills to enhance customer satisfaction. Candidates... 

    Sedgwick

    Annapolis, MD
    23 hours ago
  • $75k - $80k

     ...Facilities Coordinator – Annapolis Junction, MD (Permanent Full Time, M-F) IST Management Services is sourcing for a direct hire, full-time, Facilities Coordinator position in Annapolis Junction, MD. This position will work on-site full time hours per day in an information... 
    Permanent employment
    Full time
    For contractors
    Work at office
    Local area
    Monday to Friday

    IST Management

    Annapolis, MD
    2 days ago
  • Raymond James in Annapolis, Maryland is seeking a dedicated support staff member to assist financial advisors by managing client interactions and organizational tasks. The role demands strong communication skills and proficiency in CRM software, while requiring adherence... 

    Raymond James

    Annapolis, MD
    23 hours ago
  • T. Rowe Price is seeking a Client Support Specialist in Maryland to provide high-quality support on client service requests. Responsibilities include handling inquiries regarding mutual fund transactions and guiding clients on digital capabilities. Qualifications include... 

    T. Rowe Price

    Annapolis, MD
    2 days ago
  • $171.6k - $392.1k

     ...making. As a ServiceNow Consulting Senior Manager you will play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest...  ...a client’s enterprise or Global Business Service (GBS) or Enterprise Service Management (ESM... 
    Summer holiday
    Worldwide
    Flexible hours

    Ernst & Young Oman

    Annapolis, MD
    3 days ago
  • Intreped Partners, LLC (including its subsidiary Global Systems Engineering, LLC) is seeking a Senior Energy Management Control Systems (EMCS) Service Administrator / Site Lead to support operations at Joint Base Andrews, Maryland. This role serves as the primary technical... 
    Local area

    Global Systems Engineering

    Annapolis, MD
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!