1d
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Wealth Management Client Associate
Bethesda, Maryland, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking solutions, and ensure operational accuracy while protecting client interests.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
North Bethesda, Maryland, United States
$25-$44/hr OnsiteFull Time
0+ YOEProvide client service support to Financial Advisors, manage client requests, promote banking and investment offerings; strong communication, detail orientation, and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4d
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Client Services Asset Management Lead
Arlington, Virginia, United States
$128k-$173k/yr OnsiteFull Time
10+ YOE10+ years performing IT hardware asset management in large enterprises; bachelor\u0002s degree; ITIL v4 foundations and ITIL intermediate; strong data analysis, program management, communication, and project skills.
4d
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Client Services Asset Management Lead
Arlington, Virginia, United States
$128k-$173k/yr OnsiteFull Time
General Dynamics Information TechnologyNYSE: GD: Provides mission-critical IT services to government and defense organizations.
10+ YOE10+ years performing enterprise IT hardware asset management, bachelor’s degree in IT/business, ITIL v4 foundations and ITIL intermediate, strong program management, data analysis and communication skills.
1mo
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Director, Client Management and Growth
Washington or Canada
RemoteFull Time
Proven track record driving renewals and expansions in IT managed services or SaaS; experience managing enterprise accounts and C-level relationships; leadership of account management teams; bachelor’s degree in Business or Technology.
3w
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Premier Client Banker - PNC Wealth Management
Timonium, Maryland, United States
$70k-$117k/yr OnsiteFull Time
3+ YOEBachelor's degree required, 3+ years relevant experience, strong sales and relationship management skills, FINRA licensing preferred, and ability to manage risk and client portfolios.
1w
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Client Engagement Lead
McLean, Virginia, United States
$129k-$193k/yr OnsiteFull Time
8+ YOE8+ years client engagement or related experience, proven executive stakeholder management, advisory forum facilitation, strong communication and synthesis skills, bachelor’s required, advanced degree preferred.
3w
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Manager, Client Success
Lanham, Maryland, United States
$65k-$75k/yr OnsiteFull Time
3+ YOE3+ years agency experience, bachelor's degree or equivalent, strong project management and client relationship skills, proficiency with Microsoft Office and platforms such as Workfront, NetSuite, Salesforce, and Asana.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Teams, Workfront, NetSuite, Salesforce, Asana
4w
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Manager, Client Onboarding
Falls Church or Houston
OnsiteFull Time
3+ YOE2+ MgmtBachelor's or equivalent,3+ years in onboarding/implementation/operations with ≥2 years managing remote teams,attention to detail,ability to work across multiple software systems,and strong client communication.
CRM, SaaS
1mo
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eDiscovery Client Services Manager
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yr RemoteFull Time
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
Relativity
2mo
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Private Wealth Management Registered Client Service Associate
Washington, District of Columbia, United States
$33k-$85k/yr OnsiteFull Time
Client service focus; 2+ years financial services experience; HS diploma required; college degree preferred; active Series 7 and Series 66 or 63/65 licenses required.
Microsoft Office
2w
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Specialist - Client Support Treasury Management
Lancaster, Pennsylvania, United States
$19-$29/hr HybridFull Time
2+ YOE2+ years customer service experience in banking/financial services, high school diploma required (associate preferred), strong communication, cash management knowledge, MS Office and CRM familiarity.
Microsoft Office, CRM
2w
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Client Experience Manager
Baltimore or Maryland or Colorado or Washington or Washington or New York or California or United States
$87k-$185k/yr HybridFull Time
5+ YOEBachelor's or equivalent,5+ years product/digital experience,product ownership in Agile,stakeholder management,analytical mindset; Adobe MarTech experience preferred.
Adobe MarTech
2w
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Client Experience Manager
Baltimore or Maryland or Colorado or Washington or Washington or New York or California
$87k-$185k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent,5+ years product or digital experience,Agile experience preferred,strong stakeholder management and analytical skills,experience with Adobe MarTech stack.
Adobe MarTech
3w
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Client Manager
Rockville, Maryland, United States
$54k-$106k/yr HybridFull Time
3+ YOEBachelor's+3 years client service/claims experience OR HS/GED+8 years; appropriately licensed; willing to travel ~25%; working knowledge of Microsoft Windows and MS Office; strong communication and client service skills.
Microsoft Windows, Microsoft Office
1mo
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Associate, Client Success
Rockville, Maryland, United States
$70k-$80k/yr HybridFull Time
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.
Box, Wrike, Microsoft SharePoint, Unanet
1w
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Client Partner
Detroit or Washington
$151k-$215k/yr HybridFull Time
10+ YOE10+ years client-facing consulting or IT professional services experience, P&L management >$10M, digital fluency, strategic thinking, financial acumen, and proficiency with Google mail/calendaring/shared drives.
Google Mail, Google Calendar, Google Drive
1w
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Client Partner
Detroit or Washington
$151k-$215k/yr HybridFull Time
10+ YOE10+ years client-facing experience in consulting or IT professional services, P&L management >$10M, digital fluency, strategic thinking, financial acumen, high EQ, proficiency with Google mail/calendaring/shared drives.
Google mail, shared drives
2mo
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Client Manager, Commercial
Baltimore, Maryland, United States
HybridFull Time
3+ YOEHigh school diploma or GED plus 3+ years insurance experience with commercial accounts; strong client service and relationship management.
EPIC, Microsoft Office
2w
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Specialist - Client Support Treasury Management
Lancaster, Pennsylvania, United States
$19-$29/hr HybridFull Time
2+ YOEHigh school diploma required; 2+ years customer service experience in banking/financial services; familiarity with Microsoft Office and CRM; strong communication, problem-solving, and cash management knowledge.
Microsoft Office, CRM