Havre de Grace • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Havre de Grace • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Havre de Grace • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Havre de Grace • 50 milesRemote · Hybrid · Onsite · Field · All Environments
175 client associate jobs at 94 companies in Havre de Grace, MD
1mo
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Client Associate/Registered Client Associate
Lancaster, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree or equivalent experience, strong communication and organizational skills, attention to detail, Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months, customer service and regulatory compliance experience.
4w
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Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
5+ YOESIE required; Series 6/63 required or obtainable in 6 months. High school required (BA preferred). 5+ years financial/customer service experience. Proficient with Microsoft Office; strong client service and multitasking skills.
FINRA, Microsoft Office
1mo
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma/GED, ~2 years client-facing experience, strong client service skills, proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series 7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Client Associate
Baltimore, Maryland, United States
$55k-$65k/yr OnsiteFull Time
SIE, Series 7 and 66 (or willingness to obtain); bachelor’s degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
2w
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Client Service Associate
Ephrata, Pennsylvania, United States
$24-$35/hr OnsiteFull Time
Provide client service and advisor support with strong communication, attention to detail, Microsoft Office proficiency, ability to learn technology, and pass criminal and financial background checks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Redtail
4w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree (or equivalent experience),1+ year financial services client service experience, strong customer service, communication, organizational skills, and proficiency with office software.
4w
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Wealth Client Associate
Wilmington, Delaware, United States
$25-$41/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
1mo
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
1mo
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Bachelor's preferred in Finance/Economics, relevant financial services experience, strong Microsoft Office and CRM skills, client service orientation, organizational ability, and willingness to build custodial platform proficiency.
Microsoft Office Suite, CRM, custodian websites
3d
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Associate, Client Transitions
Potomac or Atlanta or Newtown Square
$63k-$70k/yr HybridFull Time
1+ YOEBachelor’s degree required; 1–3 years preferred in financial services, operations, project coordination, consulting, analytics, or client-focused work. Strong organization, communication, analytical, and project management skills required.
Microsoft Excel, Microsoft 365, Microsoft Copilot, ChatGPT
2w
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
1mo
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
Provide client service support to financial advisors, ensure accuracy of client materials, deepen client relationships, and follow bank policies; high school diploma required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
3d
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
High school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 licenses, advanced Microsoft Office skills, financial services knowledge, and strong organizational and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2w
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Associate Client Advocate
Arlington or Glen Allen or Cockeysville or Charlotte or Nashville or Philadelphia or New York or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOERequires 5+ years of client-facing commercial Property and Casualty insurance experience, broker's P&C license, Microsoft Office proficiency, communication, negotiation, relationship management, and project management skills.
Microsoft Office
3w
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Client Services Associate
Chadds Ford, Pennsylvania, United States
OnsiteFull Time
High school diploma/GED, strong verbal communication, time management, computer proficiency, familiarity with EMR/medical billing or DME a plus; ability to manage multiple tasks in a fast-paced office.
EMR
4d
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Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
4w
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Client Services Associate, Senior Living
Towson, Maryland, United States
$48k-$50k/yr OnsiteFull Time
Experience in home health or medical office preferred; associate degree minimum (bachelor preferred); strong computer and communication skills; knowledge of Medicare/OASIS helpful; supervisory experience a plus.
Electronic Medical Record
1mo
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Registered Client Service Associate
Wilmington, Delaware, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities registration (S63/S66) or ability to obtain within 150 days; client service, analytical, and strong computer skills.
1mo
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Private Client Relationship Associate
Baltimore, Maryland, United States
$60k-$75k/yr OnsiteFull Time
1+ YOEBachelor's degree required; 1+ years financial or client service experience preferred; proficiency with Microsoft Office (Excel, Word, PowerPoint); trust administration experience a plus; authorized to work in the U.S. without sponsorship.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint