Client Associate jobs in Maryland

F
Active Trader Service Representative - Greater Baltimore, MD Area
  • Fidelity Investments
  • Severn, MD
  • Proven customer service, client support and problem resolution skills * Expertise in equity and ... Associate and others in the Retail to apply.
  • 12 hours ago

U
Associate-Trade Operation
  • US Tech Solutions
  • Curtis Bay, MD
  • US Tech Solutions is seeking a "Associate-Trade Operation" for a Durations of 8-months contract ... A Client Processing Representative manages a selection of client accounts dealing with Global ...
  • 2 days ago

T
Receptionist - Client Service Associate
  • The Financial Consulate
  • Cockeysville, MD
  • Additional tasks may include: scheduling of client meetings, answering phone calls, greeting clients, preparation of documents, managing supplies and many other functions leading towards the creation ...
  • 2 days ago

T
Asset Servicing Associate
  • Tailored Management - IT
  • Baltimore, MD
  • Asset Servicing Associate Location: Baltimore, MD Pay Rate: $16.91/hr. Contract: ASAP--December ... Client impact: An understanding of how an individual's processes impact the overall client ...
  • 3 days ago

S
Full Time: Customer Service Associate - Competitive Pay
  • Skyhook Enterprises, Inc.
  • Gaithersburg, MD
  • ... Customer Service Associates. There's never a dull moment with Skyhook Enterprise . Our ... If you are great at what you do, share our core values, and want to change the face of client ...
  • 3 days ago

C
Customer Service Associate - Full-Time
  • CUSTOMER SERVICE AND MANAGEMENT FIRM
  • Elkton, MD
  • ... Service Associates . There's never a dull moment with Edge Concepts . Our extraordinary team ... If you are great at what you do, share our core values, and want to change the face of client ...
  • 3 days ago

M
Client Service Associate
  • Middle Avenue
  • College Park, MD
  • Job Description Middle Avenue is looking for a Client Service Associate. We seek a career-oriented individual that can thrive in a collaborative environment and enjoys the challenges of providing ...
  • 6 days ago

F
High Net Worth Service Associate - Greater Baltimore, MD Area
  • Fidelity Investments
  • Phoenix, MD
  • ... associate and customer, and to creating a safe and respectful environment, in which everyone is ... Proven customer service, client support and problem resolution skills * You possess exceptional ...
  • 6 days ago

Maryland (US: /ˈmɛrələnd/ (listen) MERR-əl-ənd) is a state in the Mid-Atlantic region of the United States, bordering Virginia, West Virginia, and the District of Columbia to its south and west; Pennsylvania to its north; and Delaware to its east. The state's largest city is Baltimore, and its capital is Annapolis. Among its occasional nicknames are Old Line State, the Free State, and the Chesapeake Bay State. It is named after the English queen Henrietta Maria, known in England as Queen Mary. Sixteen of Maryland's twenty-three counties border the tidal waters of the Chesapeake Bay estuary and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$45,136 to $57,580

Client Associate
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
March 10, 2021
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
February 21, 2021
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
February 03, 2021
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
January 19, 2021
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
January 16, 2021
Build solid working relationships with team members, acting as a resource for others whenever possible.
December 27, 2020
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
December 07, 2020
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
November 30, 2020
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
October 24, 2020
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
October 10, 2020