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Client Service Associate Jobs in Maryland

34 jobs

Position Summary: The Client Services Associate is responsible for servicing ProFunds Financial Professionals and ProShares Investors and Financial Professionals on a daily basis while simultaneously supporting the Head of CS in oversight of specific projects. Essential Job Functions[1]: Provide exceptional service to inbound calls from Financial Professionals and Self Directed Investors. Serv...
Overview: Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people’s lives while you grow your career and learn the business? We’re BAYADA Home Health Care and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills to this ...
Client Service Associate * Job Number: 3066279 Posting Date : Jul 19, 2016 Primary Location : Americas-United States of America-Maryland-Bethesda Job : Wealth Management Employment Type: Part Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Le...
Senior Client Service Associate Job Number: 3074113 Posting Date : Jul 8, 2016 Primary Location : Americas-United States of America-Maryland-Potomac Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. DUTIES and RESPONSIBILITIES: · Provide account information t...
Company Description Ric Edelman, three times named Barron's* #1 independent financial advisor in the nation, is Chairman and CEO of Edelman Financial Services LLC and CEO, President and a Director of The Edelman Financial Group Inc. Ric has been providing financial advice to consumers for 25 years. He is a best-selling author who has published seven books on personal finance including his classic...
**Job Reference #:** 138545BR **City:** Bethesda **Job Type:** Full Time **Your Role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors. You’ll: – keep management systems up-to-date with client information – educate clients on account services and capabiliti...
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. DUTIES and RESPONSIBILITIES: · Provide account information to clients and Financial Advisors. · Learn the business and products in order to assist Financial Advisors. · Clerical duties such as handling telephones, mailing, filing and processing forms. E ducation and/or Experience · High School Diploma...
Client Service Associate * Job Number: 3073135 Posting Date : Jun 23, 2016 Primary Location : Americas-United States of America-Maryland-Bethesda Education Level: Refer to Position Description Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Assist Financial Advisors with all the administrative and processing aspects of all sales....
POSITION SUMMARY: Assist Financial Advisors with all the administrative and processing aspects of all sales. DUTIES and RESPONSIBILITIES: · Client contact including responding to client requests and client outreaches. · Perform general clerical duties, such as handling telephones, client mailings and creating mailing lists. · Create spreadsheets and other financial reports. · Use Morgan Stan...
Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people’s lives while you grow your career and learn the business? We’re BAYADA Home Health Care and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills to this dynamic and...
Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people’s lives while you grow your career and learn the business? We’re BAYADA Home Health Care and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills to this dynamic and...
**Job Reference #:** 137379BR **City:** Annapolis **Job Type:** Full Time **Your Role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: – keep management systems up-to-date with client information – educate clients on account services and capabilit...
Financial Advisory Practice located in Columbia, MD in search for a top-notch Client Service Associate. Exciting opportunity for the individual who has great customer service and organizational skills and enjoys working in a small office environment. This individual will support a successful producer, handling daily administrative duties and interacting with clients and staff. Primary responsibili...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
PRIMARY PURPOSE OF THE POSITION The Retirement Client Services Associate is responsible for providing world class customer service to participants of small business retirement plans by using the Consultative Client Interaction (CCI) model. Specifically, the types of products they are accountable for servicing are SEP IRAs, SIMPLE IRAs, 403Bs and Century 401(k) plans. Associates must be able to di...
PRIMARY PURPOSE OF THE POSITION The Retirement Client Services Associate is responsible for providing world class customer service to participants of small business retirement plans by using the Consultative Client Interaction (CCI) model. Specifically, the types of products they are accountable for servicing are SEP IRAs, SIMPLE IRAs, 403Bs and Century 401(k) plans. Associates must be able to di...
Overview: Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in peoples lives while you grow your career and learn the business? Were BAYADA Home Health Care and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills to this dyn...
Description PRIMARY PURPOSE OF THE POSITION The Retirement Client Services Associate processes core small business participant and plan requests in a timely and accurate manner while remaining within legal, ERISA and FINRA guidelines. The RCS Associate is required to be proficient in processing across several small business plans and is generally responsible for processing several work types suc...
Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people’s lives while you grow your career and learn the business? We’re BAYADA Home Health Care and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills to this dynamic and ...
Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people’s lives while you grow your career and learn the business? We’re BAYADA Home Health Care and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills to this dynamic and ...