Registered Client Associate jobs in Bethesda, MD
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REGISTERED INVESTMENT OPERATIONS ASSOCIATE
Preparing paperwork for opening & maintaining accounts. Determining and executing client service needs. Executing trades. Maintain client files and tracking all service requests for record keeping purposes. 2 years minimum of clie...
| Company | Strategic Financial Associates Llc |
|---|---|
| Address | Bethesda, MD |
| Category | Information Technology |
| Salary | $55,000 - $85,000 a year |
| Job type | Full-time |
| Date Posted | 2 months ago See detail |
Registered Investment Operations Associate
Strategic Financial Associates Llc
Bethesda, MD
$55,000 - $85,000 a year
Preparing paperwork for opening & maintaining accounts. Determining and executing client service needs. Executing trades. Maintain client files and tracking all service requests for record keeping purposes. 2 years minimum of clie...
2 months ago seen See more...
Full Time Client Advisor (Sales Associate)
Ch Carolina Herrera
Washington, DC
$18 - $20 an hour
401(k). 401(k) matching. Dental insurance. Employee discount. Health insurance. Paid time off. Vision insurance. 8 hour shift. Day shift. Evening shift. Morning shift. Every weekend. Monday to Friday. Rotating weekends. Weekends a...
2 months ago seen See more...
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Account Associate - Client Services
Dci Group
Washington, DC
Drafting content and deliverables for internal teams and clients. Monitoring and preparing daily media clips for client distribution. Managing websites and creating social media site content. Organizing and managing client events....
2 months ago seen See more...
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Wealth Management Client Associate
Bank Of America
Vienna, VA
$83.5K - $106K a year
Please note the schedule for this position is part-time Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completene...
3 weeks ago seen See more...
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