Registered Client Service Associate
2 weeks ago
At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD who is a 1.3B firm 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 advisors and assist with efficient, quality client service in a boutique office environment.
Job Summary:
Under general supervision, uses advanced skills gained through training and experience to provide proactive support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision-making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refer new or unusual issues to a higher level.
Essential Duties and Responsibilities:
- Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes.
- Solicits and receives orders from the Financial Advisor.
- May enter unsolicited trades at the direction of the Financial Advisor.
- May service less active accounts.
- Researches client and security information through the back office system.
- Processes and follows up on client documentation for proper maintenance of accounts.
- Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting new clients.
- Creates and maintains records and files.
- Ensures required client paperwork is current with firm and industry requirements, rules, and regulations.
- Maintains databases and creates reports using portfolio software programs.
- Assists Financial Advisors with marketing efforts including seminars, etc.
- Receives and processes securities.
- Participates in and receives cross-training, as well as assists with other operational functions as required.
- Performs other duties and responsibilities as assigned.
Qualifications:
- Company’s working structure, policies, mission, and strategies.
- General office practices, procedures, and methods.
- Investment concepts, practices, and procedures used in the securities industry.
- Financial markets and products.
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyzing to be able to research account information.
- 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 calmly and professionally.
- Please use the appropriate interpersonal styles and communicate with all organizational levels effectively, both orally and in writing.
- Use mathematics sufficient to process account and transaction information.
- Work independently.
- Provide a high level of customer service.
Educational/License Requirements:
- 4-year degree preferred
~or~
- An equivalent combination of experience and education in financial services
-
Client Services Associate
1 month ago
Rockville, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD who is a 1.3B firm is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive...
-
Client Services Associate
1 month ago
Rockville, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD who is a 1.3B firm is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive...
-
Client Services Associate
2 months ago
Rockville, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD who is a 1.3B firm is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive...
-
Client Services Associate
2 weeks ago
Rockville, United States Active Homecare Services , INC. Full time**Job Summary** Are you trying to find a job where you can grow and improve the quality of at-home healthcare? Then you ought to go check out Active Home Care! Active Home Care is seeking to add a Marketer with experience in home health to our growing team. Active Home Care offers fantastic benefits, such as a cell phone, PTO, competitive pay, flexible...
-
Senior Client Service Specialist
2 weeks ago
Rockville, United States Mai Wealth Management Inc. Full timeJob Description Job Description GENERAL JOB DESCRIPTIONActive member of the Wealth Management Group. Responsible for client account related service, new business matters, account set-up and overall client service requests. Coach, train, and mentor new Client Service team members on various client requests and decisions for MAI Wealth Management clients.MAJOR...
-
Senior Client Service Specialist
7 days ago
Rockville, United States Mai Wealth Management Inc. Full timeGENERAL JOB DESCRIPTIONActive member of the Wealth Management Group. Responsible for client account related service, new business matters, account set-up and overall client service requests. Coach, train, and mentor new Client Service team members on various client requests and decisions for MAI Wealth Management clients.MAJOR DUTIES AND...
-
Senior Client Service Specialist
2 weeks ago
Rockville, United States MAI Wealth Management, Inc. Full timeJob Description Job Description GENERAL JOB DESCRIPTION Active member of the Wealth Management Group. Responsible for client account related service, new business matters, account set-up and overall client service requests. Coach, train, and mentor new Client Service team members on various client requests and decisions for MAI Wealth Management clients....
-
Senior Client Service Specialist
2 months ago
Rockville, United States MAI Wealth Management, Inc. Full timeJob DescriptionJob DescriptionGENERAL JOB DESCRIPTIONActive member of the Wealth Management Group. Responsible for client account related service, new business matters, account set-up and overall client service requests. Coach, train, and mentor new Client Service team members on various client requests and decisions for MAI Wealth Management clients. MAJOR...
-
Client Services Coordinator
3 days ago
Rockville, United States THE BIALEK CORPORATION OF MARYLAND Full timeJob Description Job Description About US: At Bialek, we are pioneering tomorrow’s workspaces helping our clients create healthy, intelligent, and thriving environments. We are a growing and well-established Woman Owned Small Business in Rockville, MD. We are an Office Furniture and Interior Modular Construction dealer specializing in commercial,...
-
Client Services Coordinator
5 days ago
Rockville, United States Bialek Environments Full timeAbout US: At Bialek, we are pioneering tomorrow’s workspaces helping our clients create healthy, intelligent, and thriving environments. We are a growing and well-established Woman Owned Small Business in Rockville, MD. We are an Office Furniture and Interior Modular Construction dealer specializing in commercial, healthcare, government, and higher...
-
Client Services Coordinator
4 days ago
Rockville, United States THE BIALEK CORPORATION OF MARYLAND Full timeJob DescriptionJob DescriptionAbout US: At Bialek, we are pioneering tomorrow’s workspaces helping our clients create healthy, intelligent, and thriving environments. We are a growing and well-established Woman Owned Small Business in Rockville, MD. We are an Office Furniture and Interior Modular Construction dealer specializing in commercial, healthcare,...
-
Client Services Project Manager
4 days ago
Rockville, Maryland, United States Thermo Fisher Scientific Full timeJob DescriptionAs part of the Thermo Fisher Scientific team, you'll discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to life every single day to enable our customers to make the world healthier, cleaner and safer. We provide our global teams with the resources needed to achieve individual...
-
Lab Services Associate
1 week ago
Rockville, United States Russell Tobin & Associates Full timeWhat are we looking for in our Lab Services Associate? The Scientific Team at Russell Tobin & Associates is hiring a Lab Services Associate for a world-class Life Science client near Rockville, MD. Responsibilities Support coordination of laboratory needs Notify inventory team of shortages (glassware, lab coats, PPE, consumables,...
-
Lab Services Associate
2 weeks ago
Rockville, United States Russell Tobin & Associates Full timeWhat are we looking for in our Lab Services Associate? The Scientific Team at Russell Tobin & Associates is hiring a Lab Services Associate for a world-class Life Science client near Rockville, MD. Responsibilities Support coordination of laboratory needs Notify inventory team of shortages (glassware, lab coats, PPE, consumables,...
-
Client Services Security Director
5 days ago
Rockville, Maryland, United States Westat Full timeWestat is an employee-owned corporation providing research services to agencies of the U.S. Government, as well as businesses, foundations, and state and local governments. Westat's research, technical, and administrative staff of more than 2,000 is located at our headquarters in Rockville, Maryland, near Washington, DC.Westat is committed to building a...
-
Client Assistance Specialists
4 weeks ago
Rockville, United States Montgomery County Government Full timeMontgomery County is located adjacent to Washington, DC and with over one million residents, is the most populous County in the State of Maryland. The County is also the most diverse County in the State and ranks among the top ten most diverse Counties in the nation. Montgomery County contains many major U.S. government offices, scientific research and...
-
Lab Services Associate
1 week ago
Rockville, United States Russell Tobin Full timeJob DescriptionJob DescriptionThe Scientific Team at Russell Tobin & Associates is hiring a Lab Services Associate for a world-class Life Science client near Rockville, MD.ResponsibilitiesSupport coordination of laboratory needsNotify inventory team of shortages (glassware, lab coats, PPE, consumables, etc.)Support and coordinate waste removal from labsAct...
-
Lab Services Associate
1 week ago
Rockville, United States Russell Tobin Full timeJob DescriptionJob DescriptionThe Scientific Team at Russell Tobin & Associates is hiring a Lab Services Associate for a world-class Life Science client near Rockville, MD.ResponsibilitiesSupport coordination of laboratory needsNotify inventory team of shortages (glassware, lab coats, PPE, consumables, etc.)Support and coordinate waste removal from labsAct...
-
Principal Research Associate
4 days ago
Rockville, United States Westat Full time**26813BR** **Job Title:** Principal Research Associate - Health Services **Location:** MD - Rockville **Job Description:** Westat is an employee-owned corporation providing research services to agencies of the U.S. Government, as well as businesses, foundations, and state and local governments. Westat's research, technical, and administrative staff of...
-
Principal Research Associate
5 days ago
Rockville, United States Westat Full timeJob Description Westat is an employee-owned corporation providing research services to agencies of the U.S. Government, as well as businesses, foundations, and state and local governments. Westat's research, technical, and administrative staff of more than 2,000 is located at our headquarters in Rockville, Maryland, near Washington, DC. Westat is committed...