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

Client Services Associate

$20 - $21 per hour

ApTask

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 ApTask

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Baltimore, MD vacancy
  • $33.28k - $88k

     ...Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Baltimore, MD
    3 days ago
  •  ...POSITION SUMMARY   Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing... 
    Suggested
    Full time
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Baltimore, MD
    7 hours ago
  •  ...Associate Account Manager / Client Services Associate – Employee Benefits We're a growing employee benefits consulting firm in the DMV area looking for an Associate Account Manager / Client Services Associate to support our Account Management team. This is an employee... 
    Suggested
    Full time
    Work at office

    KamisPro

    Baltimore, MD
    4 days ago
  • $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... 
    Suggested
    Work at office

    Aon

    Hunt Valley, MD
    1 day ago
  •  ...Job Description POSITION SUMMARY: \n Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through... 
    Suggested
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Baltimore, MD
    18 days ago
  • $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

    Right Executive Search, LLC

    Towson, MD
    3 days ago
  • $45k - $85k

     ...Description Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to... 
    Work at office

    100 Raymond James & Associates, Inc.

    Cockeysville, MD
    1 day ago
  • Raymond James & Associates, Inc. is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff. The role involves onboarding, servicing accounts, and handling inquiries... 

    100 Raymond James & Associates, Inc.

    Cockeysville, MD
    1 day ago
  • $55k - $58k

     ...Position: Client Service Associate Firm: Blueprint Wealth Management Location: Ellicott City MD Overview: We believe everyone should be able to live the retirement theyve always wanted. Our team of professionals help create a well thought out strategy using... 
    Full time
    Work at office
    Monday to Friday
    Weekend work
    Afternoon shift

    Advisor Employee Services

    Ellicott, MD
    9 days ago
  • $60k - $75k

     ...have purposefully built and nurtured our client-first culture. Brown Advisory is an...  ...advice and the highest level of client service. The firm’s clients—including individuals...  ...key member of this team, the Relationship Associate will execute on a range of client... 
    Temporary work
    H1b
    Work at office
    Worldwide

    Brown Advisory

    Baltimore, MD
    12 hours ago
  • $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 pay
    Full time
    Work experience placement
    Casual work
    Work at office
    Monday to Friday

    Ram Supply Company Inc

    Baltimore, MD
    26 days ago
  •  ...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... 
    Work at office

    Diversified Insurance Industries, Inc.

    Cockeysville, MD
    3 days ago
  •  ...exists in the Department of Health and Human Services, Bureau of Behavioral Health Services....  ..., screens, evaluates, and monitors clients in a human services program, provides counseling...  ...documents to: ATTN: Human Services Associate - Non-Merit Office of Human Resources... 
    Work experience placement
    Work at office

    Baltimore County, MD

    Towson, MD
    1 day ago
  • $45k - $70k

     ...Client Associate/Registered Client AssociateEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch...  ...written communication, people, organizational, and client service skillsAttention to detail coupled with the mindset of how you... 
    Flexible hours

    RBC

    Hunt Valley, MD
    2 days ago
  •  ...Wealth Management Client Associate Baltimore, Maryland To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Baltimore, MD
    4 days ago
  • $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... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Cockeysville, MD
    3 days ago
  • $25 - $44 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 pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Baltimore, MD
    5 days ago
  • AlphaGraphics in Maryland is seeking a Client Experience & Operations Associate to be the friendly face of our center, handling walk-in clients and orders while ensuring every project starts on the right track. You will gain hands-on cross-training across operations, digital... 
    Local area

    Alphagraphicsfranchise

    Reisterstown, MD
    1 day ago
  • $37.13k - $61.88k

     ...opportunity to contribute to the company’s success. As a(n) Client Experience Associate within PNC's Retail Branch organization, you will be based...  ...interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Baltimore, MD
    1 day ago
  • $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 time
    Flexible hours

    RBC

    Cockeysville, MD
    3 days ago
  • RBC Wealth Management in Hunt Valley, MD is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will apply your administrative and operational skills to help advisors manage and grow their business, while upholding compliance... 

    RBC

    Cockeysville, MD
    3 days ago
  • $155k - $170k

     ...disputes. Work on complex, high-value matters for a diverse client base ranging from growing businesses to established enterprises...  ...focused on professional growth, teamwork, and outstanding client service. Confidential Employer. Job Description Represent... 
    Full time
    Contract work
    Work at office

    Orion Placement

    Baltimore, MD
    7 hours ago
  •  ...Retreat Services Associate The part-time Retreat Services Associate position is to assist in the day to day operations focused on food service and the overall cleanliness of the facility including: dining areas, kitchen, bathrooms, common areas, meeting rooms, lodging... 
    Part time
    Weekend work
    Afternoon shift

    Adamah

    Reisterstown, MD
    3 days ago
  • $175k - $225k

     ...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 time
    Work at office
    Flexible hours

    Wilson Elser

    Baltimore, MD
    2 days ago
  • $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 time
    Work at office
    Flexible hours

    Wilson Elser

    Baltimore, MD
    5 days ago
  •  ...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... 

    Spectraforce Technologies

    Baltimore, MD
    4 days ago
  • $15 - $20.14 per hour

     ...Front Desk Receptionist At FutureCare our Guest Services Associates play a key role in representing the organization with a high level of professionalism and care. As the First Impression of FutureCare, our Front Desk Receptionist are knowledgeable, helpful, and personable... 
    Work at office
    Flexible hours

    Futurecare

    Baltimore, MD
    5 days ago
  •  ...About the Firm Hahn Loeser is a full-service law firm with more than a century of excellence...  ...institutions, and individuals. We serve clients across a broad range of practice areas...  ...Hahn Loeser is seeking an Immigration Associate Attorney with 2-5 years of experience to... 
    H1b
    Remote work

    Hahn Loeser & Parks

    Baltimore, MD
    1 day ago
  • $23 - $24 per hour

     ...conversion possibility Overview The Associate will support the FID Secured Lending (...  ...origination, booking, funding, and post-closing servicing teams to prevent gaps or duplication....  ...remediation. Stakeholder and Client Service Partner with Business Unit deal... 
    Hourly pay
    Work at office
    Local area

    Russell Tobin

    Baltimore, MD
    7 hours ago
  • $45k - $60k

     ...Client Service Specialist - Compass Marine Programs Be part of a winning team that leads the way as a Best Practices Agency in Insurance...  ...related duties as assigned by management. ·QUALIFICATIONS: Associate's Degree (AA) or equivalent from a two-year college or... 
    Full time
    Work at office
    Immediate start

    Maury Donnelly & Parr Inc

    Cockeysville, MD
    2 days ago

Do you want to receive more vacancies?

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