Top 206 client associate Jobs in westminster md

Client Services Associate
First Team Professional Resources —Ellicott City, MD
- $21 - $23 an hour
- Full-time
- CRM software
- Background check
- Microsoft Excel
Quick Apply
3d
Sales Associate
Colonial Jewelers —Frederick, MD
- $60,000 - $100,000 a year
- Full-time
- Customer service
- Mid-level
- In-person
- Paid holidays
- Health insurance
Quick Apply
Travel Inventory Associate
RGIS, LLC —Baltimore, MD
- From $18 an hour
- Part-time
- Customer service
- High school diploma or GED
- Travel
- Paid training
- 401(k)
Quick Apply
7d
Licensed Clinical Professional Counselor (LCPC) (No Associates) - Remote
Rula Health —Frederick, MD
- $90 an hour
- Part-time
- Remote
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Licensed Mental Health Therapist (No Associates) - Remote
Rula Health —Frederick, 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 —Frederick, MD
- $90 an hour
- Part-time
- Remote
- LMFT
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Licensed Clinical Psychologist (No Associates) - Remote
Rula Health —Frederick, MD
- $100 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 —Frederick, 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
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 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 Clinical Social Worker - Clinical (LCSW-C) (No Associates) - Remote
Rula Health —Maryland
- $90 an hour
- Part-time
- Remote
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Licensed Clinical Psychologist (No Associates) - Remote
Rula Health —Maryland
- $100 an hour
- Part-time
- Remote
- Mid-level
- Telehealth
- Continuing education credits
Quick Apply
Associate Attorney/Lateral Partner
W3Global Inc —Towson, MD
- $120,000 - $170,000 a year
- Full-time
- 5 years
- Senior level
Quick Apply
14d
Associate Veterinarian | Strong Mentorship | Collaborative Team
Paws & Claws Animal Hospital —Damascus, MD
- $110,000 - $160,000 a year
- Full-time
- Surgery
- In-person
- Entry level
- Health savings account
- Health insurance
Quick Apply
10d
Associate Electrical Designer
Brooksource —Windsor Mill, MD
- $25 - $36 an hour
- Full-time
- Hybrid work
- AutoCAD
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
2d
Associate Engineer
Brooksource —Windsor Mill, MD
- $34 - $40 an hour
- Hybrid work
- Analysis skills
- Bachelor's degree
- Electrical Engineering
- Paid holidays
- Health insurance
Quick Apply
1d
Design Sales Associate
Lepley Recruiting Services —Timonium, MD
- $55,000 - $75,000 a year
- Weekends as needed
- Construction site
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
14d
Retail Sales Associate
Summit Retail Solutions —Timonium, MD
- $800 - $1,200 a week
- Weekends as needed
- Background check
- 18 years or older
- English
- Paid training
- Health insurance
Quick Apply
11d
Independent Sales Associate
One Day Roofing —Columbia, MD
- $85,000 - $105,000 a year
- Urgently hiring
- Mid-level
- Bachelor's degree
- Restaurant experience
- Opportunities for advancement
- Flexible schedule
Quick Apply

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Client Services Associate

First Team Professional Resources -
Ellicott City, MD

Quick Apply

Job Details

Full-time
$21 - $23 an hour
3 days ago

Qualifications

CRM software
Customer communication
Sales support
Microsoft Excel
Administrative experience
High school diploma or GED
Client services
Data entry

Full Job Description

Administrative Client Services Associate in Ellicott City

M-F 9-5

Essential Duties and Responsibilities

Client Service Support

Serve as a professional point of contact for clients via telephone, email, and in-person interactions.
Schedule and coordinate client meetings, review appointments, and follow-up communications.
Prepare and organize client meeting materials, reports, and documentation.
Respond to client inquiries and assist with service requests in a timely and professional manner.
Maintain accurate and up-to-date client records within CRM and office systems.
Follow up on outstanding client paperwork and pending requests.

Administrative Support

Provide direct administrative support to Financial Advisors.
Manage calendars, appointments, and office scheduling.
Prepare correspondence, letters, forms, and client communications.
Organize, scan, upload, and maintain electronic and physical client files.
Process incoming and outgoing mail, fax communications, and office documentation.
Coordinate office operations and maintain office supply inventory.
Assist with special projects and additional administrative tasks as assigned.

Financial and Compliance Support

Assist with the preparation and processing of account paperwork, including account openings, transfers, beneficiary updates, distributions, and other client service forms.
Review documentation for completeness and accuracy prior to submission.
Track pending items and ensure deadlines and compliance requirements are met.
Maintain confidentiality of client financial and personal information.
Support adherence to firm policies, procedures, and industry regulations.
Communicate with custodians, financial institutions, and internal operations departments regarding account servicing matters.

Technology and Systems

Utilize CRM software, financial platforms, and Microsoft Office applications on a daily basis.
Maintain accurate data entry and electronic recordkeeping.
Assist clients with online portal access and electronic signature processes.
Generate reports and assist with document management processes.

Qualifications

High school diploma or equivalent required; associate or bachelor’s degree preferred.
Previous administrative or customer service experience preferred.
Financial services or wealth management industry experience preferred.
Strong organizational skills and exceptional attention to detail.
Excellent verbal and written communication abilities.
Ability to prioritize tasks and manage multiple deadlines effectively.
Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.
Ability to maintain professionalism and confidentiality at all times.

Pay: $21.00 - $23.00 per hour

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in westminster md

Client Services Associate

Sales Associate

Travel Inventory Associate

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

Licensed Mental Health Therapist (No Associates) - Remote

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

Licensed Clinical Psychologist (No Associates) - Remote

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

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

Licensed Mental Health Therapist (No Associates) - Remote

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

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

Licensed Clinical Psychologist (No Associates) - Remote

Associate Attorney/Lateral Partner

Associate Veterinarian | Strong Mentorship | Collaborative Team

Associate Electrical Designer

Associate Engineer

Design Sales Associate

Retail Sales Associate

Independent Sales Associate

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