5d
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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.
2w
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Client Services Associate, Senior Living
Towson, Maryland, United States
$48k-$50k/yr OnsiteFull Time
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
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
1mo
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Associate Director Client Services, Bioanalytical
Gaithersburg, Maryland, United States
$117k-$178k/yr OnsiteFull Time
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
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
1mo
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Client Service Associate
Frederick, Maryland, United States
OnsiteFull Time
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
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
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
1mo
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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
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
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
2mo
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Client Service Associate
Potomac, Maryland, United States
OnsiteFull Time
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
2w
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Senior Client Associate
Rockville, Maryland, United States
$44k-$86k/yr HybridFull Time
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)
2w
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Registered Wealth Management Client Associate
Frederick, Maryland, United States
$27-$45/hr OnsiteFull Time
Holds SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, client service and investment product knowledge, strong communication and technology skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Client Service Associate
Bethesda, Maryland, United States
$74k-$104k/yr HybridFull Time
2+ YOE2-5 years relevant experience; bachelor's degree or equivalent; Series 7/63 or 7/66 (or willing to acquire); strong organizational, communication, data analysis, and client-facing skills; knowledge of investments, banking, and credit products.
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
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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Rehire Client Support Associate
Cumberland, Maryland, United States
OnsiteMultiple Commitments Available
Strong interpersonal and communication skills, basic computer proficiency, retail or customer service experience preferred but not required; PTIN certification indicated.
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
1mo
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Registered Client Service Associate- Bethesda, MD
Bethesda, Maryland, United States
$55k-$75k/yr OnsiteFull Time
High school diploma, SIE and Series 7 required, Series 63/65/66 as state-required; 1+ year securities industry experience preferred; strong Excel and CRM skills; excellent communication and client service skills.
Client Relationship Management (CRM) software, Microsoft Excel
1mo
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Retail Investment Services Associate
Owings Mills or Maryland or Colorado or Washington or District of Columbia or New York or California
$50k/yr HybridFull Time
0+ YOEHigh school diploma or equivalent; 0+ years relevant experience. Customer service or contact-center experience preferred. Ability to handle inbound client requests, mutual fund transactions, and provide consultative support after training.
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