Client Services 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 ApTask
$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...SuggestedTemporary workWork at officeLocal area- ...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...SuggestedFull timeWork at officeLocal areaWork visa
- ...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...SuggestedFull timeWork 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- ...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...SuggestedWork at officeLocal areaWork visa
$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$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- 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...
$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 timeWork at officeMonday to FridayWeekend workAfternoon shift$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 workH1bWork at officeWorldwide$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- ...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
- ...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 placementWork at office
$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- ...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 workWork at officeWork from homeShift workDay 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...Full timeFlexible hours$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 paySeasonal workWork at officeWork from homeShift workDay shift- 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
$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 timeTemporary workPart timeWork experience placementWork at office$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- 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...
$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 timeContract workWork at office- ...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 timeWeekend workAfternoon shift
$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 timeWork at officeFlexible hours$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- ...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...
$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 officeFlexible hours- ...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...H1bRemote work
$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 payWork at officeLocal area$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 timeWork at officeImmediate start
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