Top 39 Client services associate Jobs in Baltimore Md

Senior Registered Client Service Associate - Hunt Valley, MD
Raymond James Financial, Inc. —Hunt Valley, MD
- $45,000 - $85,000 a year
- Full-time
- High school
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Client Service Representative
Healthcare For the Homeless Inc —Baltimore, MD
- $17 - $21 an hour
- Full-time
- Writing skills
- HIPAA
- English
- Continuing education credits
Quick Apply
Client Experience Asssociate
PNC Financial Services Group —Baltimore, MD
- $37,125 - $61,875 a year
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
6d
Client Service Associate
Waverly Advisors, LLC —Baltimore, MD
- $55,000 - $90,000 a year
- 5 years
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Client Service Associate
NFP Corp —Hunt Valley, MD
- $46,500 - $60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Client Experience Advocate
Carson Group —Columbia, MD
- $52,500 - $65,000 a year
- Mid-level
- Office
- Administrative experience
- Health savings account
- AD&D insurance
Quick Apply
Registered Client Associate/Client Associate
Royal Bank of Canada —Cockeysville, MD
- $45,000 - $70,000 a year
- Full-time
- Word processing
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
1d
Associate - Client Onboarding and Regulatory Data Services Operations
Morgan Stanley —Baltimore, MD
- $51,000 - $82,500 a year
- Full-time
- Mid-level
- Office
- Continuous improvement
- Health savings account
- Paid holidays
14d
Private Client Associate - Hunt Valley, MD
Janney Montgomery Scott LLC —Hunt Valley, MD
- $60,000 - $80,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Office
- Paid parental leave
- Disability insurance
Client Account Services Sr. Manager
T. Rowe Price —Baltimore, MD
- $101,000 - $212,000 a year
- Full-time
- Hybrid work
- Research
- 8 years
- Analysis skills
- Paid time off
- Adoption assistance
10d
Client Service Associate - Greenbelt, MD
Advisor Talent Solutions —Greenbelt, MD
- $65,000 - $85,000 a year
- Mid-level
- Office
- 3 years
- Health savings account
- Paid holidays
Quick Apply
Client Relations Associate
Atlantic Transportation Services (ATS) —Baltimore, MD
- Organizational skills
- Communication skills
- Entry level
- Profit sharing
- Health insurance
Client Service Associate - Surety
Gallagher —Hanover, MD
- $44,000 - $66,500 a year
- Hybrid work
- Mid-level
- High school diploma or GED
- 1 year
Client Relations Coordinator
Strategic Factory —Owings Mills, MD
- $19 - $22 an hour
- Full-time
- Background check
- Microsoft Outlook
- Marketing
- Paid holidays
- Health insurance
Quick Apply
Client Experience Manager
T. Rowe Price —Baltimore, MD
- $87,000 - $185,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Mid-level
- Paid time off
- Adoption assistance
Client Relationship Associate
DIVERSIFIED INSURANCE INDUSTRIES INC —Cockeysville, MD
- $65,000 - $70,000 a year
- Choose your own hours
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Client Implementation Manager
T. Rowe Price —Baltimore, MD
- $79,500 - $166,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- US work authorization
- Paid time off
- Adoption assistance
8d
Sr. Specialist, Client Reporting
T. Rowe Price —Owings Mills, MD
- $58,000 - $87,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- US work authorization
- Organizational skills
- Paid time off
- Adoption assistance
8d
Client Relationship Associate (CRA)
Diversified Insurance Industries —Hunt Valley, MD
- Choose your own hours
- Mid-level
- Bachelor's degree
- 2 years
- Health insurance
- Dental insurance
CLIENT SUPPORT SPECIALIST/ADMINISTRATOR
T & A Covenant Solutions, LLC —Laurel, MD
- $17 - $20 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Paid holidays
- Dental insurance

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Senior Registered Client Service Associate - Hunt Valley, MD

Raymond James Financial, Inc. -
Hunt Valley, MD

Apply Now

Job Details

Full-time
$45,000 - $85,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

High school diploma or GED
Series 7
Securities Industry Essentials

Full Job Description

Job Description

Job Summary
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 join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Responsibilities:

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking.
Servicing of alternative investments and foreign accounts, including setup and maintenance.
May participate in live meetings with the Financial Advisor and their respective client(s).
Manages budgeting and tracking of Financial Advisor expenses.
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance.
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
May solicit order from clients at the direction of the Financial Advisor.
Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.
Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
Performs other duties and responsibilities as assigned.

Knowledge of:

Company’s working structure, policies, mission, and strategies.
Managed account platforms.
General office practices, procedures, and methods.
Advanced investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Trading terminology.

Skill in:

Client Relationship Management (CRM) software, or similar contact management software.
Goal planning software.
Excel, including developing spreadsheets as needed and for ongoing reporting.
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to:

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyze and research account information. Analyze and research account information.
Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Analyze problems and establish solutions in a fast paced environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

Education/Previous Experience

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 required.
Series 63, 65 and/or 66 as required by state.
Ability to obtain additional securities and advisory state registrations if required by state.

Education

High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$45,000.00-$85,000.00

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-AM2

Apply Now

Refine Your Search

client services associate jobs in baltimore md

Senior Registered Client Service Associate - Hunt Valley, MD

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