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187 client services associate jobs at 100 companies in Frederick, MD

2mo
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Work From Home - Client Services Associate
Fairfax, Virginia, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client services role requiring strong communication, independence, teamwork, and integrity.
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5d
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Client Services Associate, Senior Living
Towson, Maryland, United States
$48k-$50k/yr OnsiteFull Time
BAYADA Home Health Care
BAYADA Home Health Care: Provides professional home health care and nursing services.
Experience in home health or medical office preferred; associate degree minimum (bachelor preferred); strong computer and communication skills; knowledge of Medicare/OASIS helpful; supervisory experience a plus.
Electronic Medical Record
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5d
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CLIENT SERVICES REPRESENTATIVE
Washington, District of Columbia, United States
$19-$24/hr OnsiteFull Time
Whitman-Walker Health: Provides clinical and behavioral healthcare for LGBTQ+ individuals.
2+ YOERegister and schedule patients, update EMR records, verify insurance, perform claim data, and manage patient communications; associate degree or 2 years' experience required.
eCW, Microsoft Office
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1mo
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Associate Director Client Services, Bioanalytical
Gaithersburg, Maryland, United States
$117k-$178k/yr OnsiteFull Time
Meso Scale Diagnostics
Meso Scale Diagnostics: Manufacturer of high-sensitivity multiplexed immunoassay systems and reagents.
6+ YOE4+ MgmtBachelor's in Life Sciences or Business; 6+ years customer-facing or consultative experience; 4+ years supervisory experience; GxP/GLP/GCLP experience required/preferred; SFDC and Microsoft Project proficiency preferred.
SFDC, MSD Office Suite, Microsoft Project
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1w
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Client Associate
Alexandria, Virginia, United States
HybridFull Time
Purple Strategies
Purple Strategies: Provides corporate reputation strategy and bipartisan strategic communication services.
1+ YOEBachelor's degree,1–3 years experience in agency or consultancy,excellent writing,media and digital skills,MS Office proficiency,and strong organization and client service abilities.
Microsoft Office
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2mo
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Client Service Associate
Bethesda, Maryland, United States
$60k-$80k/yr OnsiteFull Time
B. F. Saul Company: Develops, manages, and owns commercial real estate and hotels.
2+ YOE1-2 years client services experience; bachelor’s degree or equivalent work experience; strong communication and organizational skills.
Microsoft Office, CRM systems, Trust accounting software
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3w
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Client Service Associate
Towson, Maryland, United States
$50k-$65k/yr OnsiteFull Time
Edelman Financial Engines
Edelman Financial Engines: Provides personalized financial planning and investment advisory services.
2+ YOEClient service experience in financial services; preferred 2 years relevant experience, bachelor's degree preferred, understanding of finance and securities, attention to detail, critical thinking, confidentiality.
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1mo
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Client Service Associate
Frederick, Maryland, United States
OnsiteFull Time
Waverly Advisors
Waverly Advisors: Provides wealth management and financial planning for private clients.
2+ YOE2+ years client service experience in financial services; Bachelor’s degree or 5 years' experience; experience with Raymond James/custodial platforms preferred; proficiency in Microsoft Office, SharePoint, and Salesforce; strong communication and organizational skills.
Microsoft Office, Microsoft SharePoint, Salesforce, Raymond James
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2w
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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6d
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Registered Client Associate
Hagerstown, Maryland, United States
$25-$38/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOEBrokerage/client support experience, FINRA Series 7 and 63 (or equivalents) required, background checks, client service, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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1mo
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Project Support Associate, Client Services
Rockville, Maryland, United States
$23-$35/hr OnsiteFull Time
Thermo Fisher Scientific
Thermo Fisher ScientificNYSE: TMO: Sells equipment and chemicals for scientific research and healthcare.
1+ YOEBachelor's degree required, 1-2 years project management experience, experience as project coordinator, knowledge of project documentation, study filing, coordination of supply chain and cross-functional teams, and application of GMP.
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3mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons Corner, Virginia, United States
OnsitePart Time, Seasonal
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEPart-time, seasonal Client Associate with at least 1 year in client services; strong communication; ability to work weekends/evenings/holidays; proficient with POS and Microsoft Office.
POS systems, Microsoft Office
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2w
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Detail-oriented with advanced Microsoft Office skills; willing to obtain Series 7/63/65/66 licenses. Strong interpersonal, writing, time-management, and client-service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
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4w
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Registered Client Associate
San Diego or Zurich or China or Uruguay or United Kingdom or Jersey or Monaco or Rockville or Los Angeles or Mountain View or Wexford or Amsterdam or Europe
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOESeries 7 and 66 licenses, ideally 2+ years client service experience in finance; strong communication, attention to detail, proactive teamwork, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
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2mo
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Associate Client Advisor
Washington, District of Columbia, United States
$90k-$135k/yr OnsiteFull Time
Brown Advisory
Brown Advisory: Provides investment management and financial advisory services to global clients.
3+ YOE3-5 years in customer service in professional services; bachelor’s in Business Administration, Finance, Economics, or related field; strong client service; detail-oriented; excellent organization, time management, and communication; advanced Salesforce; proficient in MS Word, Excel, PowerPoint; able to work in Washington, DC.
Salesforce, Microsoft Word, Microsoft Excel, PowerPoint
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1mo
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Client Service Associate
Bethesda, Maryland, United States
$54k-$68k/yr OnsiteFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
3+ YOE3+ years of similar experience; background in financial services preferred.
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1mo
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Associate, Client Success
Rockville, Maryland, United States
$70k-$80k/yr HybridFull Time
Montage Marketing Group
Montage Marketing Group: Provides strategic marketing, communication, and event management services.
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
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4d
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Client Service Associate
Washington, District of Columbia, United States
$60k-$65k/yr HybridFull Time
Focus Partners Wealth
Focus Partners Wealth: Provides personalized wealth management and financial planning services.
1+ YOEBachelor's degree with 1+ years relevant experience, strong communication, proficiency in Microsoft Office and Teams, Salesforce preferred, ability to manage multiple priorities and handle sensitive client information.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
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1mo
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Client Service Associate
Potomac, Maryland, United States
OnsiteFull Time
Choreo
Choreo: Provides comprehensive financial planning and investment advisory services.
3+ YOE3+ years in wealth management, tax, or financial services; 2-year degree in business/finance/accounting/tax or equivalent experience; strong communication, attention to detail, compliance record, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics CRM, Schwab Institutional, Black Diamond, eMoney Advisor
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4d
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Senior Client Associate
Rockville, Maryland, United States
$44k-$86k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma and 1 year experience required; Bachelor’s preferred. Proficiency with Microsoft Office, basic math, and obtain Life & Health license within 90 days.
Microsoft Office, Document Management System (DMS)
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