NewRegistered Client Associate Wells Fargo & CoRegistered Client AssociateHunt Valley, MD$27.88–$41.83 / hourli>May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Registered Client Associate/Client Associate Royal Bank of CanadaRegistered Client Associate/Client AssociateWestminster, MD$40,000–$66,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.
NewRegistered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateHunt Valley, MD$26.50–$45 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Client Associate UBS Group AGClient AssociateBaltimore, MDp>Key Responsibilities: • Educate clients on account services and capabilities • Input data in to financial planning tools • Assist with the preparation of reports and other materials for client meetings • Ensure appropriate documentation is collated for new accounts and service requests. Visit ubs.com/careers.
Client Associate GallagherClient AssociateRockville, MarylandIf you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview: As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. How you'll make an impact: You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateTowson, MD$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Branch Service Manager/Client Associate Royal Bank of CanadaBranch Service Manager/Client AssociateWestminster, MD$50,000–$80,000 / yearli>Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Wealth Client Associate M&T Bank CorpWealth Client AssociateBaltimore, MD$24.87–$41.45 / hourp>Education and Experience Required: Bachelors degree and a minimum of 1 years financial services client service experience, or in lieu of a degree, a combined minimum of 5 years higher education and/or work experience, including a minimum of 1 years financial services client service experience. Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Baltimore & Associates MarketTowson, MD$80,000–$90,000 / yearli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Account Manager II - Public Sector (Remote) Blue Cross and Blue Shield AssociationAccount Manager II - Public Sector (Remote)Baltimore, MDRemote$52,000–$84,500 / yearFacilitate and work independently in partnership with external clients leading benefit analysis and development of structured programs to engage members including open enrollment strategy wellness services deployment implementation oversight acting in a consultative role to strengthen relationships and maximize value realization on behalf of client. Creates demand for the organizations products and services by successfully managing the internal and external client implementation of additional products services administrative capabilities and/or the integration of third-party vendor solutions.