Client Services Associate

Summary The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High touch client service is a hallmark of 1919;...

The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

Job Role -Client Service Associate Location - Baltimore, MD -Hybrid Duration -12 months Primary Responsibilities: -Communication with brokers, internal and external clients. -Provide clearing services to selected clients. -Process trade files and ensure all margin calls are issued by EOD. -Ensure successful and timely margining process for all Derivatives...

Company OverviewBrown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice, and the highest level of client service. With offices in multiple locations, the firm serves institutional and private clients in 50 states and more than 44 countries and...

Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".Job Title: Client Support, Customer ServiceLocation: Baltimore, MD 21230Duration: 12 Months Contract (Possible Extension)Pay Range is $20 to $21.33/hr. on W2Job Description: Hybrid: 3 days per week...

"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".Job Title: Client Support, Customer ServiceLocation: Baltimore, MD 21230Duration: 12 Months Contract (Possible Extension)Pay Range is $20 to $21.33/hr. on W2Job Description: Hybrid: 3 days per week...

"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".Job Title: Client Support, Customer ServiceLocation: Baltimore, MD 21230Duration: 12 Months Contract (Possible Extension)Pay Range is $20 to $21.33/hr. on W2Job Description: Hybrid: 3 days per week...

"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".Job Title: Client Support, Customer ServiceLocation: Baltimore, MD 21230Duration: 12 Months Contract (Possible Extension)Pay Range is $20 to $21.33/hr. on W2Job Description: Hybrid: 3 days per week...

Every employee is expected to support the goals and mission of Mercy Medical Center, in particular, the commitment to providing all patients easy access to high quality care, service and value. Mercy requires that all employees uphold its mission, in Patient, Associate, Service, Microsoft, Benefits, Retail, Healthcare

****5 days/week in office, in Baltimore City CSP’s Real Estate & Financial Services practice has partnered with an independent financial services firm seeking a dynamic team member. The Client Services Coordinator will support advisors in delivering exceptional client service. This role is instrumental in ensuring clients financial needs are met promptly...

****5 days/week in office, in Baltimore City CSPs Real Estate & Financial Services practice has partnered with an independent financial services firm seeking a dynamic team member. The Client Services Coordinator will support advisors in delivering exceptional client service. This role is instrumental in ensuring clients' financial needs are met promptly...

****5 days/week in office, in Baltimore CityCSP’s Real Estate & Financial Services practice has partnered with an independent financial services firm seeking a dynamic team member. The Client Services Coordinator will support advisors in delivering exceptional client service. This role is instrumental in ensuring clients' financial needs are met promptly...

****5 days/week in office, in Baltimore CityCSP’s Real Estate & Financial Services practice has partnered with an independent financial services firm seeking a dynamic team member. The Client Services Coordinator will support advisors in delivering exceptional client service. This role is instrumental in ensuring clients' financial needs are met promptly...

****5 days/week in office, in Baltimore CityCSP’s Real Estate & Financial Services practice has partnered with an independent financial services firm seeking a dynamic team member. The Client Services Coordinator will support advisors in delivering exceptional client service. This role is instrumental in ensuring clients' financial needs are met promptly...

Client Services CoordinatorCSP's Real Estate & Financial Services practice is seeking a dynamic team member to support advisors in delivering exceptional client service. This role is instrumental in ensuring clients' financial needs are met promptly and positively, while fostering strong, personal relationships within the team and clients.Key...

Overview The Client Service Representative provides customer service to clients, staff and visitors through administrative support in various capacities. This role accurately and efficiently manages confidential information in multiple databases and systems to support clients through every stage of their visit at Health Care for the Homeless. This role...

Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Representative to join our team at Healthcare for the Homeless Inc. The ideal candidate will provide exceptional customer service to clients, staff, and visitors, ensuring a positive and welcoming experience at our clinic.Key ResponsibilitiesGreets clients and visitors, routing...

Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Representative to join our team at Health Care for the Homeless Inc. The ideal candidate will provide exceptional customer service to clients, staff, and visitors, ensuring a positive experience throughout their visit.Key ResponsibilitiesManage client intake, registration, and...