2mo
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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
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
2mo
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Registered Client Associate/Client Associate
Baltimore, Maryland, United States
$35k-$65k/yr OnsiteFull Time
Bachelor’s degree or job-related experience; strong communication; detail-oriented; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; adaptable to change.
Data Entry, CRM, MS Office, Financial software
3w
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Strong client service, organizational and Microsoft Office skills. Willingness to obtain Series 7/66 or Series 63/65 licenses. Industry experience is a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
4d
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Client Services/Sales Associate
Crofton, Maryland, United States
OnsitePart Time
Provide welcoming client service, sell memberships and retail, manage scheduling and communications, reliable transportation and strong interpersonal skills.
3w
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Corporate Trust Client Relationship Associate
Baltimore, Maryland, United States
$29-$48/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year client-facing experience, Excel proficiency, strong communication, attention to detail, and familiarity with corporate trust or public finance preferred.
Microsoft Excel
3w
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Client Service Associate - Greenbelt, MD
Greenbelt, Maryland, United States
$65k-$85k/yr OnsiteFull Time
3+ YOEBachelor's degree in business/finance/economics, 3+ years client service experience, Series 65 (or obtain within 3–6 months), proficiency with Microsoft Office and CRM, strong communication and attention to detail.
Wealthbox, RightCapital, Holistiplan, Fidelity Custodial platform, Microsoft Office Suite
2w
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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
3w
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Registered Wealth Management Client Associate
Dover, Delaware, United States
OnsiteFull Time
FINRA SIE, Series 7 and 66 (63/65 accepted), advanced investment product knowledge, client service experience, strong communication and detail orientation.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2d
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Client Service Associate - Surety
Hanover, Maryland, United States
$44k-$67k/yr HybridFull Time
1+ YOEHigh school diploma/GED,1+ years relevant experience,proficiency with Microsoft Office,ability to build relationships,adaptability,collaboration skills.
Microsoft Office
1mo
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Rehire Client Support Associate
Clinton, Maryland, United States
OnsiteMultiple Commitments Available
0+ YOECustomer-service oriented; strong communication and interpersonal skills; basic computer proficiency and troubleshooting; prior customer service or sales preferred; PTIN certification indicated; training provided.
1mo
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Private Client Associate - Lewes, DE
Lewes, Delaware, United States
OnsiteFull Time
High school diploma required; prior office experience preferred. Preferred Series 7, 63, 65 or 66 (or ability to obtain within 12 months). Strong customer service, communication, Microsoft Office skills, attention to detail, and initiative.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Registered Client Service Associate
Fort Worth or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63 or 66 required, proficient in Microsoft Office, knowledge of brokerage operations and securities regulation, strong communication and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Brokerage Registered Client Service Associate - Baltimore, Maryland
Baltimore, Maryland, United States
$60k-$75k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; securities industry experience; FINRA SIE, Series 7 and Series 66 licenses; strong telephone, time-management, and Microsoft Office skills; experience with brokerage operations and client servicing.
SalesForce, Microsoft Office
1w
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Work From Home - Client Services Associate
Bowie, Maryland, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and on a team, integrity and desire to help families; remote work capable.
Zoom
2mo
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Psych Rehab Client Support Specialist
Chestertown, Maryland, United States
$17-$22/hr OnsiteFull Time
High school diploma or equivalent; associate or bachelor preferred in behavioral health or related field; experience in human services; strong communication; basic computer skills.
1mo
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Client Billing & Collections Specialist
Owings Mills or Baltimore
$49k-$68k/yr OnsiteFull Time
2+ YOEAssociate degree or equivalent; 2+ years collections/AR/billing; experience with SAP or ERP and Microsoft Excel; detail-oriented, analytical, strong communicator; ability to manage multi-entity accounts.
SAP, ERP, Microsoft Excel
4d
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Client Success & Sales Operation Specialist
Easton, Maryland, United States
$50k-$60k/yr OnsiteFull Time
2+ YOEAssociate's or Bachelor's (or equivalent experience),2+ years customer service/inside sales or account support in regulated labs,proficiency with CRM,LIMS/ERP,Microsoft Office,strong written/verbal communication and attention to detail,authorization to work in US.
CRM, LIMS, ERP, Microsoft Office, Microsoft SharePoint
6d
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Luxury Sales Associate
Annapolis or Baltimore
$50k-$200k/yr OnsiteFull Time
Proven success in luxury or highline automotive sales, strong communication and client engagement, multitasking, valid driver’s license with clean driving record.
Advanced CRM, internet lead systems