We have other current jobs related to this field that you can find below

  • Senior Registered Client Service Associate

    1 month ago

    Lutherville Timonium, United States Raymond James Financial Services Full time

    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 prob Client Service, Financial Advisor, Associate, Registered, Customer Service, Senior, Retail

  • Senior Registered Client Service Associate

    3 months ago

    Lutherville Timonium, United States Raymond James Financial Services Full time

    Job Description - Senior Registered Client Service Associate - Timonium, MD (2401422) Job Description Senior Registered Client Service Associate - Timonium, MD - 2401422 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...

  • Senior Registered Client Service Associate

    3 weeks ago

    Lutherville Timonium, United States Raymond James Financial Incorporated Full time

    Job SummaryCelebrating 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...

  • Retail Sales Associate

    3 months ago

    Lutherville Timonium, United States Elements Massage Full time

    Overview: If youre looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! Retail Sales Associates enjoy the following perks: Pay 13.50per hour depending on experience Bonuses based on monthly conversion numbers Medical insurance A complimentary monthly...

  • Nurse, Lactation Consultant

    2 weeks ago

    Lutherville-Timonium, United States HealthEcareers - Client Full time

    Job Summary:To coordinate and monitor the care of newborns and provide lactation support to new mothers in the postpartum period.Essential Responsibilities:Employs an interdisciplinary approach to providing comprehensive newborn assessment and lactation support; facilitates the coordination of all necessary services for patients and families. Coordinates...

  • Part-Time Field Nurse

    2 weeks ago

    Lutherville-Timonium, United States Senior Helpers - Baltimore Full time

    Job DescriptionJob DescriptionOverview:We are seeking a compassionate and skilled Part-Time Registered Nurse (RN) to join our team. As a part of the Senior Helpers team, you will play a vital role in assessing needs, developing and implementing care plans, and coordinating services to ensure our clients receive the best possible care in their homes. This...

  • Member Services Associate

    2 months ago

    Lutherville-Timonium, United States ARMADA CONSULTING Full time

    Job DescriptionJob DescriptionSummary:This is a key position, providing white glove service to our members. The Member Services Associate serves as the face of ArmadaCare and, as such, we are seeking service and hospitality oriented individuals who can learn quickly, maintain our excellence standards, and are comfortable supporting high-profile...

  • Sales & Customer Service Associate

    1 month ago

    Lutherville Timonium, United States Massage Envy Full time

    Overview: Where Better Careers Begin! Massage Envy Timonium Do you love helping others? Are you a sales and customer service superstar who wants to use your powers for good? Do you want to be part of a community of caregivers committed to helping people feel their best? If the answer is "yes," we want you on our team at Massage Envy Timonium. Massage Envy...

  • Sales & Customer Service Associate

    2 weeks ago

    Lutherville Timonium, United States Massage Envy Full time

    Overview: Where Better Careers Begin! Massage Envy Timonium Do you love helping others? Are you a sales and customer service superstar who wants to use your powers for good? Do you want to be part of a community of caregivers committed to helping people feel their best? If the answer is "yes," we want you on our team at Massage Envy Timonium. Massage Envy...

  • Registered Nurse

    1 month ago

    Lutherville Timonium, United States BAYADA Home Health Care Full time

    BAYADA Home Health Care is currently seeking experienced Registered Nurses (RN) for an on call position performing home health visits for our Home Health office. This office services adult and geriatric clients on a per visit basis throughout Anne Arundel County.You must be available to answer the phone & go on visits Monday-Thursday 5:00pm-8:30am.One year...

  • Sales Associate

    7 hours ago

    Lutherville Timonium, United States GOODWILL IND of THE CHESAPEAKE, Inc. Full time

    Sales Associate $15.45 Welcome to Goodwill of Chesapeake, where every purchase supports our mission of empowering individuals in our community.As a Sales Associate, you'll play an important role in providing outstanding customer service to our donors and shoppers. Your duties will include assisting customers with purchases, operating a cash register, and...

  • Senior Bridge Engineer

    5 days ago

    Lutherville Timonium, United States RS&H Full time

    The Opportunity: We are seeking a Senior Bridge Engineer located in our Timonium, Maryland office! RS&H has a national bridge design practice and is a leader in bridge design throughout the country, having completed a variety of high-profile bridge projects. We look for innovative solutions that go beyond the initial ideas to solve our clients challenges....

  • Sales Associate

    3 months ago

    Lutherville Timonium, United States 7-Eleven Full time

    Overview: Franchisees typically rely on Sales Associates to provide outstanding service, maintain a clean, customer friendly environment, stock and merchandise products, and operate the register. Franchisees expect store employees to demonstrate reliability, honesty, and greet customers with a smile. What might you do? Provide prompt, efficient and...

  • Associate Veterinarian

    3 weeks ago

    Lutherville-Timonium, Maryland, United States Timonium Animal Hospital Full time

    Timonium Animal Hospital 2411 York Road Lutherville-Timonium, MD 21093 Small Animal Associate Veterinarian If you are brimming with passion for animal care and eager to shape your veterinary career in an exciting way, look no further Cutting-Edge Equipment: We've invested in modern equipment, including an underwater treadmill, therapeutic laser,...

  • Retail Sales Associate

    3 weeks ago

    Lutherville Timonium, United States Test Account Full time

    Full-Time Retail Sales - Immediate Hire - Sign-On Bonus - Paid TrainingOn behalf of our client, NRG, we are looking for Retail Sales Associates with enthusiastic personalities to join our team of Energy Pros.Bring your potential, and we will maximize it.Promote services that everyone needs. As an Energy Pro, You Will:Work within your local retailer - Best...

  • RBT Registered Behavior Technician

    4 weeks ago

    Lutherville-Timonium, United States The Learning Tree ABA Full time

    Job DescriptionJob DescriptionA Behavior Technician or Registered Behavior Technician (“BT” or “RBT”) is responsible for implementation of environmental modifications, using behavioral stimuli and consequences, to produce socially significant improvement in human behavior for the purpose of providing behavioral health treatment for persons with...

  • Sales Associate

    3 months ago

    Lutherville-Timonium, United States Hand & Stone - FGG Spas Full time

    Job DescriptionJob DescriptionBenefits:401(k)401(k) matchingCompetitive salaryDental insuranceEmployee discountsFlexible scheduleFree uniformsHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insurance Do people often refer to you as energetic or outgoing? Are you a driven individual who is motivated by success? Do you have...

  • Sales Associate

    4 weeks ago

    Lutherville Timonium, United States Hand and Stone Full time

    Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Employee discounts Flexible schedule Free uniforms Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Do people often refer to you as energetic or outgoing? Are you a driven individual who is motivated by success? Do you have a passion for...

  • Retail Sales Associate

    1 month ago

    Lutherville Timonium, United States Test Account Full time

    Full-Time Retail Sales - Immediate Hire - Sign-On Bonus - Paid Training On behalf of our client, NRG, we are looking for Retail Sales Associates with enthusiastic personalities to join our team of Energy Pros. Bring your potential, and we will maximize it. Promote services that everyone needs. As an Energy Pro, You Will: Work within your local retailer -...

  • Registered Behavioral Technician

    3 months ago

    Lutherville-Timonium, United States Steps Full time

    Job DescriptionJob DescriptionReady to change lives?Join our amazing autism treatment team offering behavior therapy to those on the autism spectrum. We are looking to hire a Behavior Therapist or Registered Behavior Technician (RBT)Our Behavioral Therapists provide therapy based upon the principles of Applied Behavior Analysis (ABA) to children with Autism...

Senior Registered Client Service Associate

2 months ago

Lutherville Timonium, United States Raymond James Financial Incorporated Full time
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

Essential Duties and 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.

Qualifications:

Knowledge, Skills, and Abilities

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.

Educational/Previous Experience Requirements

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.

Raymond James Guiding Behaviors

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 outcome

• 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