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Wealth Management Client Service Associate

Job in Cockeysville, Baltimore City, Maryland, 21030, USA
Listing for: Raymond James
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial services company is seeking a Registered Client Service Associate in Cockeysville, Maryland. The ideal candidate will provide critical administrative support to Financial Advisors and clients. Responsibilities include client interaction, onboarding new clients, and preparing financial reports. Candidates should have effective communication skills and a High School Diploma or equivalent. Key certifications include SIE and Series
7. Join a dynamic team focused on delivering high-quality service.
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Position Requirements
10+ Years work experience
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