Find MD Client Associate jobs - MD Area Job Search for Client Associate jobs (page 1)

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Client Service Associate: Convergent Wealth Advisors - Montgomery County, Maryland; Accounting / Finance; Convergent Wealth Advisors is an objective, open-architecture wealth management firm with over 250 clients and $10 billion in assets under advisement. Our typical relationship is a high net-worth individual or institution with approximately $25-45 million, and we provide our clients specialized investment management, portfolio advisory and performance measurement services. We are headquartered in Potomac, Maryland have offices in Los Angeles, New York, and Portland, OR. We have an immediate need for a Client Service Associate at our Potomac, Maryland location. POSITION SUMMARY This position is (see more)

Client Services Associate: Convergent Wealth Advisors - Montgomery County, Maryland; Accounting / Finance; Convergent Wealth Advisors is an objective, open architecture wealth management firm with over 250 clients and $10 billion in assets under advisement. Our typical relationship is a high net-worth individual or institution with approximately $25-$45 million, and we provide our clients specialized investment management, portfolio advisory and performance management services. We have offices in Los Angeles, New York, Washington, DC and Portland, OR. We have an immediate need for Client Service Associate in our Washington, DC office. GENERAL SUMMARY: This position is responsible for providing (see more)

Client Service Associate: WealthEngine Inc - Montgomery County, Maryland; Customer Service; This is an entry- to mid-level position which reports directly to the Director, Client Service. Qualified candidates will thrive both in an independent and team environment. Must possess the ability to take ownership of workload and projects, and complete those projects accurately and efficiently. Must be able to work with various internal groups and teams and have the ability to manage multiple, simultaneous projects and deadlines. KEY JOB RESPONSIBILITIES Serve as first line of contact for client inquiries via phone and email regarding product questions or issues. Assist with all client (see more)

Client Services Associate - ProShares: ProFund Advisors - Montgomery County, Maryland; Customer Service; ProShares, based in Bethesda, MD just outside Washington D.C., is the worlds largest manager of geared funds with more than $25 billion in ETF assets under management. Our exchange traded funds and mutual funds help knowledgeable investors execute sophisticated investment strategies. We continue to experience significant growth creating many opportunities across our organization for financial services professionals interested in an innovative company that challenges the status quo and demands success. Since 1997, ProShares has provided mutual fund investors with offerings that include mutual (see more)

Client Services Associate - ProShares: ProFund Advisors - Montgomery County, Maryland; Accounting / Finance; ProShares, based in Bethesda, MD just outside Washington D.C., is the worlds largest manager of geared funds with more than $25 billion in ETF assets under management. Our exchange traded funds and mutual funds help knowledgeable investors execute sophisticated investment strategies. We continue to experience significant growth creating many opportunities across our organization for financial services professionals interested in an innovative company that challenges the status quo and demands success. Since 1997, ProShares has provided mutual fund investors with offerings that include mutual (see more)

Pcg Client Associate: Wells Fargo - Montgomery County, Maryland; Banking / Mortgage; Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports (see more)

Client Associate - Baltimore, MD: Bank of America Corp. - Baltimore, Maryland; Banking / Mortgage; Title: Client Associate - Baltimore, MDLocation: US-MD-BALTIMOREOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and (see more)

Registered Client Service Associate: UBS Financial Services Inc. - Maryland; Administrative / Clerical; Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work (see more)

Local Market Branch - Client Service Associate: Charles Schwab - Frederick/Hagerstown, Maryland; Banking / Mortgage; Organizational Objective/Purpose: Local Market Branches are focused on expanding the Schwab footprint and our brand in local markets where we do not currently have a retail branch. In doing so, our goal is to grow assets and new-to-firm clients while developing strong relationships within the community. Building strong, personal relationships with our clients is a key component of our business strategy. Our Branch Client Service Associate will pursue this mission through: Greeting clients and prospects as they arrive at the branch. Delivering unparalleled value and outstanding service. (see more)

Client Service Associate: UBS Financial Services - Montgomery County, Maryland; Accounting / Finance; > Title Client Service AssociateJob Reference # 83629BRLocation United States - MarylandCity BethesdaFunction Category Administration and SupportBusiness Divisions Wealth Management AmericasJob Type Full TimeDescription Job Summary and Mission:The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs.Job Responsibilities:* Provide service to UBS clients by responding to clients requests and addressing inquiries (see more)

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