- HUB International (Rockville, MD)
- …**HUB is the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our ... administrative role; must have a passion for client service . + Financial services / retirement plans experience is required. + Proven ability to manage… more
- Bank of America (North Bethesda, MD)
- Advisor Development Program Client Associate North Bethesda, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is… more
- Navient (Annapolis, MD)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... including: + **Private student loans** - low rates, people-first service , and flexible payments. + **Student loan refinancing** -... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +… more
- World Insurance Associates, LLC. (Gaithersburg, MD)
- …surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary Receives ... guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following...and manages workflow to ensure effective, timely, and efficient service delivery. + Works to achieve stated objectives and… more
- UMB Bank (Annapolis, MD)
- ** RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer ... testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled… more
- Banfield Pet Hospital (Glen Burnie, MD)
- CLIENT SERVICE COORDINATOR This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. A ... growth and learning is your goal. JOB SUMMARY The Client Service Coordinator ("CSC") drives the flow...Other job duties as assigned. THE FIVE PRINCIPLES Every associate including the CSC has an important contribution to… more
- Banfield Pet Hospital (Abingdon, MD)
- Job Description SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes ... Action Oriented* Listening Functional* Preventative care and OWPs* Communication Skills* Client Service Skills* Priority Setting* Time Management CAPABILITIES… more
- T. Rowe Price (Baltimore, MD)
- …Strong knowledge of the asset management business and investment products. + Excellent client service skills + Strong verbal and written communication. + Ability ... operational service requests throughout the entire lifecycle of the client . Strong partnership is expected with the Distribution Relationship Managers, ensuring… more
- Banfield Pet Hospital (Waldorf, MD)
- The Client Care Associate 's primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via ... of Mars, Inc. within self and team. + Resolve client problems by determining the cause of the issue,...where pets are present. Experience, Education and/or Training: + Associate 's degree preferred, or the equivalent combination of education,… more
- Huntington National Bank (Hagerstown, MD)
- …process. + Work with internal sales and operations channels in addition to third-party service providers to provide a seamless client experience. + Deliver on ... Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and… more
- WTW (Potomac, MD)
- …benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies ... **Description** As a Healthcare Financial/Actuarial Associate Director you will be a key member...calculating reserves + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- H&R Block (Wheaton, MD)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- JPMorgan Chase (Westminster, MD)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with… more
- T. Rowe Price (Owings Mills, MD)
- …basis. Responsibilities + Serve as the first point of contact for inbound client service requests. Responding to requests for mutual fund transactions, providing ... fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to… more
- H&R Block (Montgomery Village, MD)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... A Typical Day Joining H&R Block as a Tax Associate means you will have the support of an...and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services +… more
- WTW (Cockeysville, MD)
- **Description** The Senior Associate will play a lead role in the..., you will be a key member of the client service team, engaging directly with clients ... as day-to-day contact for clients + Proactively advising clients and providing superior client service + Contributing to the creation of benefit plan analysis,… more
- T. Rowe Price (Baltimore, MD)
- …fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to ... learn to join our team. Global MO is a top-performing, solutions-oriented service organization that manage investments through the trade lifecycle and oversees… more
- Foresters Financial Services (Silver Spring, MD)
- Sales Support Associate Sales Silver Spring , Maryland Apply Description What we need: This role supports the Registered Financial Services Sales Representative's ... business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires FINRA licensing...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- UNUM (Columbia, MD)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... and join Team Unum today! **General Summary:** Join our Sales Consultant Associate Talent Community! Select locations may not have openings currently; however, we… more
- Towne Park (Baltimore, MD)
- …millions of patients, visitors and guests we proudly serve. Whether providing compassionate service that eases the anxiety of a patient and their family, creating a ... make an impact. When we see a customer, a client or one of our own team members smile,...are also able to enroll in the company's 401k retirement savings plan. Eligibility requirements depend on your job… more