17 client facing associate jobs at 12 companies in Joppatowne, MD
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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.
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/yrHybridFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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.
Carson Group: Provides wealth management and business support for financial advisors.
2+ YOEHigh school diploma required; associate degree preferred. Two years of professional office or client-facing experience preferred, with strong organization, interpersonal, client service, and office software skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years experience with product/technical solution design for clients, strong client-facing and communication skills, ability to document solutions and work in matrixed organization, willingness to travel for client meetings.
Carson Group: Provides wealth management and business support for financial advisors.
2+ YOEHigh school diploma required; associate degree preferred. Two years of professional office or client-facing experience preferred. Requires strong client service, organization, communication, and office software skills.
Carson Group: Financial services platform for independent wealth advisors.
2+ YOEHigh school diploma required; associate degree preferred. Two years of professional office or client-facing experience preferred. Requires polished communication, organization, client service, office software, and CRM or scheduling platform experience.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
Requires H&R Block Income Tax Course completion, customer service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma/GED. Tax or client-facing experience preferred.
FX Well: Provides corporate wellness platforms and fitness facility management services.
1+ YOE1+ year B2B sales or business development experience, strong verbal/written communication, outbound prospecting, CRM experience preferred, comfortable with events and client-facing activity.
1+ YOEBachelor’s degree preferred; 1–3 years in financial services support, client-facing, or sales roles; obtain Series 65 and Life & Health licenses within 6 months and complete CFP requirements within 2 years.
Microsoft Office 365, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Salesforce
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
Preferred 1+ year client-facing or retail sales experience; strong customer service and product knowledge; ability to lift up to 50 lbs and stand for entire shifts; flexible/open availability including holiday blackout period.
Durham or Austin or New Providence or San Francisco or Carlsbad or New York or Northborough or Rockville or Chesapeake or Milwaukee or Richmond or Boston or Providence or Rosemont or San Mateo or Greenwich or Bethlehem or Falls Church or Marietta or Parsippany or Wayne
$126k-$350k/yrRemoteFull Time
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
7+ YOEMaster's (minimum) in epidemiology/biostatistics,7+ years evidence synthesis in pharma consulting,client-facing experience,expert SLR and ITC/NMA skills,Bayesian analysis experience,project management and strong written English.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Durham or Austin or Bethlehem or Boston or Carlsbad or Chesapeake or Falls Church or Greenwich or Marietta or Milwaukee or New Providence or New York or Northborough or Parsippany or Providence or Richmond or Rockville or Rosemont or San Francisco or San Mateo or Wayne
$126k-$350k/yrRemoteFull Time
IQVIANYSE: IQV: Provides clinical research and healthcare data analytics services.
7+ YOE5+ MgmtMaster's in epidemiology/biostatistics with 7+ years evidence synthesis experience (PhD preferred), 5+ years client-facing experience, strong SLR and ITC/NMA expertise, Bayesian meta-analysis, and proficiency with PowerPoint, Excel, and Word.
Leap: All-in-one software platform for home improvement contractors
1+ YOEAssociate's or Bachelor's degree required; 1+ year experience with web apps, client-facing roles, software implementation, and project management; strong communication and technical troubleshooting skills.
Leap: All-in-one software platform for home improvement contractors
1+ YOE1-2 years supporting web apps, client-facing and software implementation experience; bilingual English/Spanish; project management, training, and technical troubleshooting skills; Associate or Bachelor required.