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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
2mo
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Work From Home - Client Services Associate
Germantown, Maryland, United States
RemoteFull Time
Genuine desire to help others, strong communication, ability to work independently and in a team, ethical conduct.
6d
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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
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
1w
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Client Associate/Registered Client Associate
Lancaster, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree or equivalent experience, strong communication and organizational skills, attention to detail, Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months, customer service and regulatory compliance experience.
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
3w
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Client Service Associate
Towson, Maryland, United States
$50k-$65k/yr OnsiteFull Time
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.
3w
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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
3w
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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
2w
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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
1w
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Registered Client Associate
Hagerstown, Maryland, United States
$25-$38/hr OnsiteFull Time
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
1mo
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Project Support Associate, Client Services
Rockville, Maryland, United States
$23-$35/hr OnsiteFull Time
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.
3w
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Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
3mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons Corner, Virginia, United States
OnsitePart Time, Seasonal
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
9h
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Senior Associate, Client Accounting Services (CAS) – Nonprofit Grant Accounting Focus
Lancaster, Pennsylvania, United States
HybridFull Time
3+ YOEBachelor's in accounting, 3+ years accounting experience (nonprofit/fund accounting preferred), QuickBooks Online or Sage Intacct experience, CPA or CPA-track preferred, strong analytical and client communication skills.
QuickBooks Online, Sage Intacct
2w
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
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
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
2mo
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Associate Client Advisor
Washington, District of Columbia, United States
$90k-$135k/yr OnsiteFull Time
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
1mo
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Client Service Associate
Bethesda, Maryland, United States
$54k-$68k/yr OnsiteFull Time
3+ YOE3+ years of similar experience; background in financial services preferred.
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