Brokerage Client Service Associate

The Client Services Associate (NR) 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...

ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Manage the Client/Branch Service Associates and their daily activities in support of the Financial Advisor,...

The Client Services Associate (NR) 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...

Domestic Brokerage ManagerAt Magnate Worldwide®, we are seeking a highly skilled and experienced Domestic Brokerage Manager to join our team. As a key member of our operations team, you will be responsible for overseeing the daily activities of our domestic brokerage operations, ensuring that freight is transported safely, efficiently, and...

Job OverviewWe are seeking a highly motivated and customer-focused Insurance Sales Representative to join our team at 1st State Brokerage. As a key member of our sales team, you will be responsible for building and maintaining relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key...

Job OverviewPremiere is a dynamic and rapidly growing company that specializes in strategic support and business growth for all of our acquisitions & investments.We are committed to innovation, excellence, and fostering a vibrant work culture.Key ResponsibilitiesRisk AdvisingEngage with clients to understand their risk management needs and provide tailored...

CLIENT SERVICES ASSOCIATE (PART TIME) - CITY OF COLUMBIAPOSITION OVERVIEWThis role is pivotal in fostering customer engagement at the City of Columbia; it involves providing membership details and conducting tours for both existing and prospective clients. The associate will manage financial transactions, oversee registrations, and ensure the daily...

Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

Client and Operations Associate The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations...

Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

Client and Operations Associate The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations...

Job DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Client Service Coordinator - Associate in the Investment Advisory industry, based in Columbia, MD. The role primarily involves administrative support and client service coordination duties, and requires individuals with a strong customer orientation and an...

Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...