Wealth Client Services Specialist
Socket.dev
Morgan Stanley is seeking a Registered Client Service Associate in Baltimore to help shape the client experience by delivering elevated service and guidance on firm capabilities. The role supports Financial Advisors, manages client accounts, and coordinates documentation, risk assessment, and day-to-day activities. The ideal candidate has Series 7/66 or 63/65 licenses, strong communication and organizational skills, and a client-focused mindset. #J-18808-Ljbffr Socket.dev
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...Client Relationship Specialist - English Speaking Pay up to $22.00 per hour About Us: HomeCentris is a leading provider of personal home care services dedicated to improving the quality of life for our clients. We offer compassionate and professional care tailored...SuggestedHourly payFull timeWork at officeShift workDay shift- ...We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workLocal area
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$60k - $75k
...detail-oriented individual to join our team as a Full-Time Customer Service Agent. If you have a passion for delivering excellent customer... ...team to help provide excellent service to our Personal Lines clients. A friendly, customer-service oriented personality and a...Full timeLocal areaRemote workTrial period- ...deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and... ...to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts....Flexible hours
$58k - $65k
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$52k - $55.2k
...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing...Hourly payFull timeWork at officeImmediate startWork from homeMonday to FridayShift workAfternoon shift$26 per hour
...Metro Area Ultimate Staffing Services Are you a natural... ...future opportunities with our growing client base throughout the Baltimore metro area... ...Backgrounds Sales Support Specialist Account Coordinator...Contract workWork at officeLocal area- ...AO Garcia Agency is seeking motivated individuals for a remote financial services role aimed at protecting families. You will engage clients, provide guidance on financial products, and work within a collaborative team to deliver secure, transparent service. The role...Remote work
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...Remote Hotel Reservation Agent Assist clients with booking, updating, and managing hotel reservations while delivering exceptional... ...Basic computer proficiency and reliable internet Customer service or hospitality experience is a plus Flexible remote schedule...Remote jobHome officeFlexible hours- ...position in securing families' financial well-being. Typical day-to-day tasks include: Conducting virtual consultations with clients. Assessing clients' needs and imparting knowledge on solutions. Cultivating lasting client relationships through consistent,...Weekly payWork from homeFlexible hours
$17 - $19 per hour
...years. Referred to as "Baltimore's Best Vets", we are thrilled to serve our clients in a state-of-the-art facility with wellness care, urgent care, surgery, doggie daycare, and luxury boarding services. We are an AAHA accredited practice, a designation that only 10% of...Full timePart timeWork at officeFlexible hoursWeekend work- ...Client Engagement Specialist Ready to thrive in a fast-paced, high-energy real estate environment? We're expanding our team in the following... ...maintain strong relationships with customers through exceptional service Manage and update CRM and sales pipeline systems Connect...Full timeWork at officeFlexible hoursWeekend workAfternoon shift
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- ...highest probability of long-term success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts. Follows Trucordia sales methodologies and best practices,...Flexible hours
$61.5k - $89.42k
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- ...existing business grows. You leverage your entrepreneurial drive to target, educate and persuade new customers to embrace our client’s latest services and technologies. Using your influencing and relationship-building skills, you provide caliber client service and team-...
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