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Client Relations Associate
2 days ago
New Century Advisors Chevy Chase, United StatesNew Century Advisors, LLC is a $3.9 billion institutional investment management firm located in Chevy Chase, Maryland. The firm provides a variety of investment services, focusing on traditional as well as real and absolute return fixed income strategies and US Small Cap Equity. ...
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Client Services Manager Associate
1 week ago
Family & Nursing Care - Corporate Silver Spring, United States**ANNUAL COMPENSATION**: $51K-$60K · We are seeking a **Client Services Manager Associate** within the DC Metro area to join our team and provide exceptional customer service to clients, families, and professionals. The primary responsibility of this role is to build and maintain ...
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Associate, Client Management
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TDI Washington, United States**Position Summary**: · TDI—strategic advisory and risk intelligence firm—is currently seeking a on-site Client Management Associate in our Washington, D.C. office. The Associate will directly support the full lifecycle of client engagement including but not limited to participat ...
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Client Experience Associate
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Information Management Services, Inc Beltsville, United States**Looking to launch your new career?** · **Searching for a position with plenty of room for growth?** · Information Management Services, Inc. is a recognized leader in the biomedical IT field, with clients including the NCI, CDC, and major pharmaceutical firms. We are a diverse g ...
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Client Service Associate
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GemHarvest Arlington, United States**Client Service Associate** · **Multi-Billion Independent Wealth Management Firm** · **Arlington, VA** · **Overview** · Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in ...
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Client Service Associate
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Client Service Associate
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Client Service Associate
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CovingtonAlsina Annapolis, United States**Join our fast growing firm and team** · - _**Experience working in a wealth management or financial planning office required**_ · **Why Work With Us?** · - **Dynamic Environment**_**: Be a part of a fast-paced, thriving workplace where every day brings new challenges and opport ...
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Client Service Associate
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Morgan Stanley Baltimore, United StatesClient Service Associate** · Job Number: · 3251295 · POSTING DATE: May 16, 2024 · PRIMARY LOCATION: Americas-United States of America-Maryland-Baltimore · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Non-Exempt · DESCRIPTION- Client Service Associates help sha ...
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Client Service Associate
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JTB INTERNATIONAL INC Reston, United States**Benefits**: · - 401(k) · - Company parties · - Competitive salary · - Free food & snacks · - Health insurance · - Home office stipend · - Paid time off · - Profit sharing · - Training & development · - Tuition assistance · - Wellness resources · **Position Summary** · Our Clien ...
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Client Services Associate
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Promethium Adviosrs Bethesda, United StatesThis is a full-time, on-site role for an experienced service professional located in Bethesda, MD. The Client Service Associate will be responsible for answering inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation, c ...
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Client Service Associate
1 week ago
RIA Recruiting Bethesda, United StatesDivergent Planning is a fee-only wealth management in Bethesda, MD. We have been steadily growing our practice for 21 years by focusing on excellent client experience as a small ensemble. We are seeking a full-time PERMANENTLY REMOTE Client Service Associate to join our team. We ...
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Client Service Associate
1 week ago
Morgan Stanley Bethesda, United States Full timePOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabi ...
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registered client associate
1 week ago
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Client Associate/Registered Client Associate
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Royal Bank of Canada Washington, United StatesJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
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Client Services Manager Associate
1 week ago
Family & Nursing Care - Corporate Silver Spring, United StatesANNUAL COMPENSATION: $51K-$60K · We are seeking a Client Services Manager Associate within the DC Metro area to join our team and provide exceptional customer service to clients, families, and professionals. · The primary responsibility of this role is to build and maintain stron ...
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Client Service Associate
1 week ago
RIA Recruiting Bethesda, United StatesDivergent Planning is a fee-only wealth management in Bethesda, MD. We have been steadily growing our practice for 21 years by focusing on excellent client experience as a small ensemble. We are seeking a full-time PERMANENTLY REMOTE Client Service Associate to join our team. We ...
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Client Associate/Registered Client Associate
2 weeks ago
Royal Bank of Canada Washington, United States Full timeJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
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Client Service Associate
1 week ago
UBS Bethesda, United StatesUnited States - Maryland · Business management, administration and support · Global Wealth Management · Job Reference # · 281779BR · 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 a ...
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Client Service Associate
1 day ago
RIA Recruiting Bethesda, United StatesDivergent Planning is a fee-only wealth management in Bethesda, MD. We have been steadily growing our practice for 21 years by focusing on excellent client experience as a small ensemble. We are seeking a full-time PERMANENTLY REMOTE Client Service Associate to join our team. We ...
Registered Wealth Management Client Associate - Silver Spring, United States - Bank of America
Description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FAs business, while customizing solutions based on their specific needs.
Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the banks clients through educating them on all of the banks service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the banks policies and procedures to support operational excellence, protect the banks clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the banks offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Key Qualifications for the role:
Candidates are required to currently hold Series 7 & 66 or 63/65
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Shift:
1st shift (United States of America)
Hours Per Week:
37.5