819 Results for

Client Service Associate Jobs in Maryland

Jobs

New!

Baltimore, MD3 days ago

$160,000–$180,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Attorneys at this company work closely with clients to understand their objectives and deliver strategic solutions in both high-stakes disputes and day-to-day business conflicts.

New!

Columbia, MD2 days ago

Remote

$70,000–$90,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will be responsible for managing a variety of accounting tasks including accounts receivable, bank reconciliations, and payroll support for clients.

New!

Silver Spring, Maryland6 days ago

$19.70–$23.17 Per Hour
Full-time

Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential.

Preferred Qualifications: .

New!

Baltimore, MDToday

$135,000–$150,000 Per Year

p>Estate planning responsibilities will include preparation of sophisticated estate planning documents and ancillary transactional documents and accompanying written correspondence with clients discussing these materials, running various economic projections, and interfacing with clients and outside advisors to implement plans.

Estate administration responsibilities will include handling all aspects of the probate process, preparing federal and state estate tax returns, running various tax projections, coordinating the preparation of income tax returns (individual and fiduciary) and all other administration matters.

Annapolis Junction, MD30+ days ago

$66,602–$80,500 Per Year

A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. We operate across 30 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development.

New!

Baltimore, MDToday

Remote

By taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better.

Best-fit client referrals: We’ll help you craft a provider profile that highlights your specialities and clinical approach, making it easier for the right clients to find you.

New!

Baltimore, MDToday

Remote

By taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. Minimum Qualifications

Must be licensed as a Licensed Clinical Professional Counselor (LCPC), Licensed Clinical Marriage and Family Therapist (LCMFT) or Licensed Clinical Social Worker - Clinical (LCSW-C).

New!

California, CA2 days ago

Remote

From marketing and insurance to billing and technology, we take care of the administrative work so you can focus fully on helping clients heal and thrive . Both telehealth and in-person sessions are supported (providers arrange their own office space if offering in-person care).

New!

Baltimore, MDToday

Remote

By taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. Minimum Qualifications

Must be licensed as a Licensed Clinical Professional Counselor (LCPC), Licensed Clinical Marriage and Family Therapist (LCMFT) or Licensed Clinical Social Worker - Clinical (LCSW-C) .

New!

Baltimore, MDToday

Remote

By taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. Minimum Qualifications

Must be licensed as a Licensed Clinical Professional Counselor (LCPC), Licensed Clinical Marriage and Family Therapist (LCMFT) or Licensed Clinical Social Worker - Clinical (LCSW-C) .

California, CA13 days ago

Remote

$61–$65 Per Hour
Full-time

The ideal candidate will have strong experience in service delivery governance, complex case management, supplier oversight, and AI-enabled operational improvement and a proven ability to drive measurable gains in service outcomes, efficiency, and employee experience. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

New!

Kensington, MD1 day ago

$25.32–$36.57 Per Hour

Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Banfield Pet Hospital is hiring full-time and part-time RVTs at the following hospital locations: Olney Hospital: 18163 Village Center Dr, Olney, MD 20832 Rockville Hospital: 5154 Nicholson Lane, Kensington, MD 20895 Travilah Square Hospital: 10066 Darnestown Rd, Rockville, MD 20850 Bethesda Hospital: 6800 Wisconsin Ave, Bethesda, MD 20815 Gaithersburg Hospital: 218 Kentlands Blvd, Gaithersburg, MD 20878 The pay range for this role is $25.32 - $36.57 /hour.

New!

Chevy Chase, MD2 days ago

$25.32–$36.57 Per Hour

New!

Kensington, MD2 days ago

$25.32–$36.57 Per Hour

Baltimore, MD30+ days ago

Full-time
Employee

You will be the initial point of contact, focusing on general front desk duties within a property management setting, such as handling phones, emails, scheduling appointments, assisting with administrative tasks, provde support to the property management team, handling resident applications, managing maintenance tickets, maintaining security and assist with various community projects. This role is non-exempt and has an anticipated annual pay rate of $15 an hour for a new employee depending on a number of relevant factors including individuals’ experience, qualifications, knowledge, skills, abilities, client/property or company budgetary limitations/guidelines, and other job-related company and market considerations.

Bethesda, MD30+ days ago

$33,280–$88,000 Per Year

MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.

DUTIES AND RESPONSIBILITIES:

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.

New!

Bethesda, MD1 day ago

$55,000–$75,000 Per Year

p>s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Annapolis, MD27 days ago

$55,000–$75,000 Per Year

p>s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Bethesda, MD30+ days ago

$74,390–$103,810 Per Year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.

Baltimore, MD30+ days ago

$60,000–$75,000 Per Year

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

Towson, Maryland30+ days ago

li>Account Management: Open new brokerage accounts, 529 plans, and annuities; set up online portal access and confirm delivery of all regulatory notices.

Technical Operations: Maintain and update client data within CRM and portfolio systems; work directly with custodians, broker-dealers, and insurance carriers to resolve complex issues.

Baltimore, Maryland22 days ago

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Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Bethesda, MD30+ days ago

$60,000–$80,000 Per Year

p>Company Overview:

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. The ideal candidate is organized, completes administrative duties accurately and thrives in a fast-paced environment where multitasking and prioritizing competing demands are key to success.

Towson, MD30+ days ago

$50,000–$65,000 Per Year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Baltimore, MD21 days ago

$57,750–$96,250 Per Year

p>The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary).

As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience.

Towson, MD29 days ago

$50,000–$55,000 Per Year

Diversity, equity, inclusion, and belonging: Join groups like our Women in Limitless Leadership Employee Resource Council, Lean In circles, Racial and Ethnic Diversity (RED) Council, Pride LGBTQIA+ Council, Military Community Network, Solutions and Accessibility for Equality (SAFE) Council, Fostering Acceptance Inspiring Trust and Harmony (F.A.I.T.H), and more. Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees.

New!

Easton, MD3 days ago

$45,000–$120,000 Per Year

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Bethesda, Maryland29 days ago

$54,000–$68,000 Per Year

Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and ever evolving team in our Bethesda location. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.

Potomac, MD17 days ago

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Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience.

Waldorf, MD17 days ago

$23–$30 Per Hour

li>Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc. The key duties include coordinating administrative and client service activities within the brokerage department on the LPL Financial platform, providing backup support for trust services on the Fi-Tek/Global Wealth ES platform, and assisting in the development of customer service policies.

Silver Spring, MD30+ days ago

p>POSITION SUMMARY:

The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with all Federal, State, and local agency policies and procedures. • Makes initial intake (pre-certification), and assists in making return appointments, confirming the participant's current address, phone number, and updates in the electronic health record system, as necessary.

Frederick, Maryland11 days ago

A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn.

Track and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.

Waldorf, MD30+ days ago

$23–$30 Per Hour

Cambridge, MD30+ days ago

$50,000–$68,000 Per Year

LHH is seeking a motivated Client Services Associate who recognizes the importance of delivering exceptional service and fostering lasting client partnerships. This opportunity is well-suited for someone who is eager to grow professionally, enjoys a fast-paced environment, and takes pride in producing high-quality work.

New!

Silver Spring, Maryland3 days ago

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*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

Germantown, Maryland30+ days ago

Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.

New!

Gaithersburg, MD6 days ago

$116,600–$177,800 Per Year

p>POSITION SUMMARY:

The Associate Director, Bioanalytical Client Services serves as the liaison between the Strategic Sales team and the Bioanalytical Laboratory (BAL) to understand, facilitate and align customer expectations for Bioanalytical sample testing services with laboratory capabilities to ensure timely execution of both regulated (Good Laboratory Practice (GLP) or Good Clinical Laboratory Practice (GCLP)) and non-regulated customer projects.

Collaborate with Strategic Sales team to support pre-sales and post-sales activities including participation in pre-sales meetings, determination of appropriate turnaround time estimates based on project complexity and drafting of quotes and statements of work for custom combinations of MSD catalog assays.

Baltimore, MD30+ days ago

$100,000–$187,000 Per Year

The Compensation Range for this Role is between $100,000 to $187,000 p.a. 147355BRConnecticut, District of Columbia, Maryland, North CarolinaUSAInfosys Limited Associate Engagement ManagerITL USA Baltimore, MD, Charlotte, NC, Hartford, CT, Washington, DCAerospace, Industrial Automation, ManufacturingTechnology|Unit Level - Unit Level|Practice Sales Associate Engagement Manager - Manufacturing Sector100000187000. The AMCS works together with their manager (Manager-Client Services/Senior Manager-Client Services) to build an account plan and is responsible for client management based on the account plan.

Rockville, Maryland16 days ago

We provide our global teams with the resources needed to achieve individual career goals while helping to take science a step beyond by developing solutions for some of the world’s toughest challenges, like protecting the environment, making sure our food is safe or helping find cures for cancer. Successful candidates will have strong project management skills such as excellent interpersonal, written and verbal communication skills, and the ability to present information and answer questions for clients and management.

Rockville, MD30+ days ago

We provide our global teams with the resources needed to achieve individual career goals while helping to take science a step beyond by developing solutions for some of the world's toughest challenges, like protecting the environment, making sure our food is safe or helping find cures for cancer. Basic Minimum Qualifications:Successful candidates will have strong project management skills such as excellent interpersonal, written and verbal communication skills, and the ability to present information and answer questions for clients and management.

New!

Westminster, MD6 days ago

$50,000–$80,000 Per Year

li>Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Westminster, MD30+ days ago

$40,000–$66,000 Per Year

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.

New!

Hunt Valley, Maryland2 days ago

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Client Service Associate Jobs in Maryland

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