37 client associate jobs at 31 companies in Hagerstown, MD
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Registered Client Associate
San Diego or Zurich or China or Uruguay or United Kingdom or Jersey or Monaco or Rockville or Los Angeles or Mountain View or Wexford or Amsterdam or Europe
$65k-$85k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOESeries 7 and 66 licenses, ideally 2+ years client service experience in finance; strong communication, attention to detail, proactive teamwork, and proficiency in Microsoft Office Suite.
3+ YOE3+ years client-facing professional services experience; strong written and verbal communication; stakeholder and project coordination; ability to obtain Public Trust suitability; located within commutable distance to Rockville, MD.
Waverly Advisors: Provides wealth management and financial planning for private clients.
2+ YOE2+ years client service experience in financial services; Bachelor’s degree or 5 years' experience; experience with Raymond James/custodial platforms preferred; proficiency in Microsoft Office, SharePoint, and Salesforce; strong communication and organizational skills.
Microsoft Office, Microsoft SharePoint, Salesforce, Raymond James
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma and 1 year experience required; Bachelor’s preferred. Proficiency with Microsoft Office, basic math, and obtain Life & Health license within 90 days.
Microsoft Office, Document Management System (DMS)
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, client service and investment product knowledge, strong communication and technology skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Active FINRA registrations (Series 7 and Series 66, or Series 63 and 65). Strong Microsoft Office skills, client service experience, and knowledge of financial products; 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and as part of a team, integrity and desire to help families through financial services.
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
3+ YOEBachelor's or equivalent experience, 3+ years financial services experience, strong communication and computer skills, Series 7 and 66 (or 63/65) or ability to obtain within 12 months.
Meso Scale Diagnostics: Manufacturer of high-sensitivity multiplexed immunoassay systems and reagents.
6+ YOE4+ MgmtBachelor's in Life Sciences or Business; 6+ years customer-facing or consultative experience; 4+ years supervisory experience; GxP/GLP/GCLP experience required/preferred; SFDC and Microsoft Project proficiency preferred.
Blue Ridge Risk Partners: Tailors proactive insurance and risk management solutions for diverse clients.
2+ YOEProcess agency-billed invoicing, client payments and deposits, direct bill commission processing, vendor payments; 2+ years accounting experience; high school diploma required; associate degree preferred.
Senior Windows Client Engineer, Region Services Corporate Infrastructure (RSCI) - VECTOR Team
Herndon, Virginia, United States
$155k-$210k/yrOnsiteFull Time
AmazonNASDAQ: AMZN: Global online retail and cloud computing technology provider.
7+ YOE2+ MgmtActive TS/SCI with poly required; 7+ years supporting Windows OS with competencies in AD/DHCP/PowerShell/SCCM/GPO/DNS; 2+ years technical lead experience; PowerShell automation; Associate degree or security certs accepted.
PowerShell, SCCM, GPO, Active Directory (AD), DHCP, DNS
Willow Legal Group: Provides legal services for estate planning and elder law.
3+ YOEActive Maryland bar; 3-5 years estate planning/estate administration experience; able to work independently; client-focused; tech-savvy with usual office software.
Case Management Software, Google Workspace, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-focused experience; availability for nights, weekends and holidays; ability to lift up to 50 lbs; strong organization, communication, and merchandising skills; punctual and reliable.
Capri HoldingsNYSE: CPRI: Designs and retails global luxury apparel and accessories.
2+ YOEMinimum 2 years retail experience; strong sales and customer service skills; POS operation; client book management; merchandising and inventory tasks.
Full Time (40 Hours) Associate Banker, Leesburg Branch, Leesburg, VA
Leesburg, Virginia, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, high school diploma/GED and client service experience required.
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
1+ YOE1+ years client-centric retail or operations experience; ability to lift up to 50 lbs, stand and move for full shifts, strong customer service, inventory and visual merchandising skills, and basic business acumen.
SamsoniteHong Kong Stock Exchange: 1910: Global manufacturer and retailer of luggage and travel accessories.
Passion for the TUMI brand, proven retail sales and KPI attainment, luxury client service experience, ability to lift/push 30 lb boxes, flexible availability for nights/weekends/holidays, strong time management and leadership.
Abt Global: Provides research and technical assistance for international development programs.
7+ YOEMaster's+7 years or PhD+4 years in Medicaid policy/data, knowledge of Medicaid/CHIP programs and data sources, experience with data governance, BI platforms, and client-facing project work; ability to obtain HHS clearance.