Top 449 Client associate Jobs in Timonium, Md

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
Wealth Client Associate
M&T Bank —Baltimore, MD
- $24.87 - $41.45 an hour
- Full-time
- Hybrid work
- Word processing
- Office
- Bachelor's degree
Customer Service Associate
Luvyxrx —Towson, MD
- $22.55 - $27.16 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Quick Apply
13d
Client Service Associate
Morgan Stanley —Baltimore, MD
- $34,320 - $90,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Services Associate, Senior Living
BAYADA Home Health Care —Towson, MD
- $48,000 - $50,000 a year
- Monday to Friday
- Medical office experience
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
13d
Registered Wealth Management Client Associate
Bank of America —Towson, MD
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Relations Associate
Atlantic Transportation Services (ATS) —Baltimore, MD
- Organizational skills
- Communication skills
- Entry level
- Profit sharing
- Health insurance
Senior Audit Associate (TS/SCI w/ Poly Required)
Kearney & Company —Fort Meade, MD
- $60,000 - $100,000 a year
- Research
- Mid-level
- Office
- Health savings account
- AD&D insurance
Licensed Clinical Professional Counselor (LCPC) (No Associates) - Remote
Rula Health —Baltimore, MD
- $90 an hour
- Part-time
- Remote
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Licensed Clinical Marriage and Family Therapist (LCMFT) (No Associates) - Remote
Rula Health —Baltimore, MD
- $90 an hour
- Part-time
- Remote
- LMFT
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Licensed Mental Health Therapist (No Associates) - Remote
Rula Health —Baltimore, MD
- $90 an hour
- Part-time
- Remote
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Licensed Clinical Professional Counselor (LCPC) (No Associates) - Remote
Rula Health —Columbia, MD
- $90 an hour
- Part-time
- Remote
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Licensed Clinical Professional Counselor (LCPC) (No Associates) - Remote
Rula Health —Maryland
- $90 an hour
- Part-time
- Remote
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Associate Sales Consultant (Personal Investors)
T. Rowe Price —Owings Mills, MD
- $67,000 - $93,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Organizational skills
- Paid time off
- Adoption assistance
Licensed Clinical Marriage and Family Therapist (LCMFT) (No Associates) - Remote
Rula Health —Columbia, MD
- $90 an hour
- Part-time
- Remote
- LMFT
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Real Estate Sales Associate (Licensed Real Estate Agent / REALTOR®)
Coldwell Banker Chesapeake Real Estate —Maryland
- $50,000 - $300,000 a year
- Full-time
- Remote
- Customer service
- Mid-level
- Real Estate License
- On-the-job training
- Work from home
Quick Apply
1d
Licensed Clinical Marriage and Family Therapist (LCMFT) (No Associates) - Remote
Rula Health —Maryland
- $90 an hour
- Part-time
- Remote
- LMFT
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Licensed Mental Health Therapist (No Associates) - Remote
Rula Health —Columbia, MD
- $90 an hour
- Part-time
- Remote
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Licensed Mental Health Therapist (No Associates) - Remote
Rula Health —Maryland
- $90 an hour
- Part-time
- Remote
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Licensed Clinical Social Worker - Clinical (LCSW-C) (No Associates) - Remote
Rula Health —Baltimore, MD
- $90 an hour
- Part-time
- Remote
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply

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Private Client Associate - Hunt Valley, MD

Janney Montgomery Scott LLC -
Hunt Valley, MD

Apply Now

Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Paid parental leave
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Professional development assistance
Life insurance
Referral program

Qualifications

Customer communication
Microsoft Outlook
Word processing
Professional ethics
Employee relationship building
High school diploma or GED

Full Job Description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will be responsible for all client related operational activities. These include such items as opening new accounts, processing money movement transactions, facilitating account transfers and updating account information.

What you are good at:

Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with
Initiative-Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

What you have:Requirements:

High School diploma
Prior office experience preferred but not required
Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
Excellent customer service skills
Proficient skills in Word, Excel, PowerPoint, and Outlook
Able to work effectively in a fast paced, deadline-oriented environment
Strong attention to detail
Able to work effectively as part of a team
High ethical standards

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $60,000 to $80,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

Apply Now

Refine Your Search

client associate jobs in timonium, md

Private Client Associate - Hunt Valley, MD

Wealth Client Associate

Customer Service Associate

Client Service Associate

Client Services Associate, Senior Living

Registered Wealth Management Client Associate

Client Relations Associate

Senior Audit Associate (TS/SCI w/ Poly Required)

Licensed Clinical Professional Counselor (LCPC) (No Associates) - Remote

Licensed Clinical Marriage and Family Therapist (LCMFT) (No Associates) - Remote

Licensed Mental Health Therapist (No Associates) - Remote

Licensed Clinical Professional Counselor (LCPC) (No Associates) - Remote

Licensed Clinical Professional Counselor (LCPC) (No Associates) - Remote

Associate Sales Consultant (Personal Investors)

Licensed Clinical Marriage and Family Therapist (LCMFT) (No Associates) - Remote

Real Estate Sales Associate (Licensed Real Estate Agent / REALTOR®)

Licensed Clinical Marriage and Family Therapist (LCMFT) (No Associates) - Remote

Licensed Mental Health Therapist (No Associates) - Remote

Licensed Mental Health Therapist (No Associates) - Remote

Licensed Clinical Social Worker - Clinical (LCSW-C) (No Associates) - Remote

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