Senior Registered Client Service Associate
1 week ago
Raymond James Financial Services is seeking a highly motivated and detail-oriented Registered Client Service Associate to join our team. As a key member of our financial services team, you will provide exceptional support to our financial advisors and clients, ensuring seamless service delivery and exceptional client experiences.
Key Responsibilities- Provide high-quality administrative support to financial advisors and clients, including scheduling meetings, managing client relationships, and maintaining accurate records.
- Assist with new client onboarding, large client liquidity events, and private placement investment monitoring.
- Manage and track multiple tasks and assignments with changing priorities and deadlines in a fast-paced environment.
- Communicate effectively with clients, financial advisors, and internal teams to ensure seamless service delivery.
- Participate in live meetings with financial advisors and clients to provide support and guidance.
- Manage budgeting and tracking of financial advisor expenses.
- Develop and implement processes to enhance team performance and efficiency.
- High School Diploma or equivalent and five (5) years of financial services industry experience.
- Series 7 and Series 63, 65, and/or 66 licenses as required by state.
- Ability to obtain additional securities and advisory state registrations if required by state.
Raymond James Financial Services offers a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.
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Client Service Associate
15 hours ago
Baltimore, Maryland, United States Stifel Full timeJob Title: Client Service AssociateJob Summary: We are seeking a highly organized and detail-oriented Client Service Associate to provide administrative, operational, and analytical support to our Portfolio Managers, Investment Associates, and Client Advisors.Key Responsibilities:Assist with client administrative functions, including account openings,...
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Client Service Associate
4 weeks ago
Baltimore, Maryland, United States Stifel Full timeJob SummaryThe Client Service Associate will provide exceptional support to our Portfolio Managers, Investment Associates, and Client Advisors, ensuring seamless day-to-day administrative management of individual client, institutional, and trust portfolios. This role requires a high level of client service expertise, with a focus on delivering tailored...
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Client Service Associate
54 minutes ago
Baltimore, Maryland, United States Stifel Full timeJob SummaryThe Client Service Associate will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates, and Client Advisors. This role involves day-to-day administrative management of individual client, institutional, and trust portfolios, with a focus on high-touch client service.Key...
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Client Service Associate
1 month ago
Baltimore, Maryland, United States Stifel Full timeJob SummaryThe Client Service Associate will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates, and Client Advisors. This role is responsible for day-to-day administrative management of individual client, institutional, and trust portfolios. High-touch client service is a hallmark of...
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Client Relationship Associate
4 weeks ago
Baltimore, Maryland, United States Brown Advisory Full timeClient Service AssociateBrown Advisory is seeking a highly motivated and detail-oriented Client Service Associate to join our Private Client Service team. As a key member of our team, you will be responsible for delivering exceptional client service, executing client requests, and maintaining proactive account administration.Key Responsibilities:Partner with...
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Registered Nurse
1 month ago
Baltimore, Maryland, United States Sunrise Senior Living Full timeAbout the RoleWe are seeking a highly skilled and compassionate Registered Nurse to join our team at Sunrise Senior Living. As a Nurse Care Manager, you will play a vital role in ensuring the highest quality of care for our residents.Key ResponsibilitiesResident Care: Provide comprehensive nursing care to our residents, including assessing their needs,...
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Senior Care Manager
1 day ago
Baltimore, Maryland, United States Always Best Care Senior Service Full timeAbout Always Best Care Senior ServiceWe are a leading provider of non-medical in-home care and assisted living placement services, dedicated to delivering exceptional care and support to seniors and their families.Job Title: Senior Care ManagerWe are seeking a highly motivated and experienced Senior Care Manager to join our team. As a key member of our sales...
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Client Services Associate
3 weeks ago
Baltimore, Maryland, United States Chesapeake Search Partners Full timeClient Services CoordinatorChesapeake Search Partners is seeking a highly organized and detail-oriented Client Services Coordinator to join our Real Estate & Financial Services practice. In this role, you will play a key part in providing exceptional client service and supporting advisors in meeting clients' financial needs effectively.Key...
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Client Service Associate
1 month ago
Baltimore, Maryland, United States Stifel Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to provide administrative support to our Portfolio Managers, Investment Associates, and Client Advisors. The successful candidate will be responsible for day-to-day administrative management of individual client, institutional, and trust portfolios.Key...
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Senior Sales Associate
3 weeks ago
Baltimore, Maryland, United States CyberCoders Full timeJob Title: Senior Sales AssociateCyberCoders is seeking a highly motivated and experienced Senior Sales Associate to join our team. As a Senior Sales Associate, you will be responsible for driving sales growth and building strong client relationships within the commercial flooring sector.Key Responsibilities:Develop and execute sales strategies to achieve...
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Tax Senior Associate
19 hours ago
Baltimore, Maryland, United States Staffing Ninja Full timeJob Title: Tax Senior AssociateLocation: Baltimore, MDDuration: Full Time PermanentWe are seeking a highly skilled Tax Senior Associate to join our team at Staffing Ninja. The ideal candidate will have at least six years of tax accounting experience with a public accounting firm and a strong background in reviewing and preparing 1040, corporate, partnership...
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Senior Assurance Associate
4 weeks ago
Baltimore, Maryland, United States CohnReznick Full timeAbout CohnReznickCohnReznick is a leading professional services firm that fosters a culture of innovation, collaboration, and community. We believe in creating opportunities for our people, making a difference for our clients, and strengthening our internal and external communities.Job SummaryWe are seeking an experienced Assurance Senior Associate to join...
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Senior Assurance Associate
2 days ago
Baltimore, Maryland, United States CohnReznick LLP Full timeAbout CohnReznick LLPCohnReznick LLP is a leading professional services firm that provides audit, tax, and consulting services to a wide range of clients. Our firm is committed to creating opportunities for our people, making a difference for our clients, and strengthening our internal and external communities.Job SummaryWe are seeking a Senior Assurance...
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Senior Tax Associate
3 weeks ago
Baltimore, Maryland, United States Jobot Full timeSenior Tax AssociateAre you a seasoned CPA with a passion for tax accounting? We're seeking a highly skilled and experienced tax professional to join our team as a Senior Tax Associate.About the Role:Lead the review of 1040s, corporate, partnership returns, estates, trusts, and multi-state filings.Develop and implement tax strategies to optimize client...
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Senior Associate
17 hours ago
Baltimore, Maryland, United States Synergy Search Full timeUnlock your potential in a dynamic and growing financial services firm. Synergy Search is seeking a skilled professional to join our team as a Senior Associate.Key Responsibilities:Analyze financial data to identify trends and insightsDevelop and maintain financial models and forecastsCollaborate with clients and stakeholders to drive business growthSupport...
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Client Success Associate
7 days ago
Baltimore, Maryland, United States Arena Analytics Full timeJob Title: Client Success AssociateWe are seeking a highly motivated and detail-oriented Client Success Associate to join our team at Arena Analytics. As a Client Success Associate, you will play a critical role in ensuring the success of our clients by providing exceptional support and data analysis services.Key Responsibilities:Data Analysis: Assist in...
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Nurse - Senior Care Specialist
2 weeks ago
Baltimore, Maryland, United States Sunrise Senior Living Full timeJob SummaryWe are seeking a skilled and compassionate Registered Nurse to join our team at Sunrise Senior Living. As a Wellness Nurse, you will play a vital role in ensuring the overall well-being of our residents, providing high-quality care and services that promote their physical, emotional, and social health.ResponsibilitiesConduct regular wellness...
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Assurance Senior Associate
13 hours ago
Baltimore, Maryland, United States CohnReznick Full timeAbout CohnReznickCohnReznick is a leading professional services firm that fosters teams in Advisory, Assurance, and Tax services. We value innovation and collaboration in everything we do.Job OpportunityWe are seeking an Assurance Senior Associate to join our team in our Baltimore office. This position is considered hybrid, with team members alternating...
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Senior Tax Associate
1 month ago
Baltimore, Maryland, United States Jobot Full timeSenior Tax Associate **About Us** We are a dynamic accounting firm serving clients across various industries, including Construction and Real Estate, Healthcare, Manufacturing and Distribution, Nonprofits, Professional Services, and Technology. **Why Choose Us?** We have been recognized as one of Baltimore's top workplaces for 7 years, offering a great...
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Client Success Associate
14 hours ago
Baltimore, Maryland, United States Arena Analytics Full timeJob Title: Client Success AssociateWe are seeking a highly motivated and detail-oriented Client Success Associate to join our team at Arena Analytics.Job SummaryThe Client Success Associate will be responsible for overseeing the data ingest process, conducting data analysis, providing customer support through various communication channels, and collaborating...