Senior Client Success Associate - Finance Onboarding
CivicMinds, Inc
A financial services firm in Columbia, MD is seeking a Finance Recruiter to manage client relationships and onboarding. The ideal candidate will have a Bachelor's degree in finance and 3-10 years of experience in client services. Responsibilities include handling client inquiries, assisting onboarding, and maintaining relationships through effective communication. Strong skills in Microsoft Office and Salesforce CRM are preferred. This full-time role offers a dynamic environment with growth opportunities. #J-18808-Ljbffr CivicMinds, Inc
- Finance Recruiter @ CivicMinds, Inc | Full Cycle Recruitment... ...Receive inbound client phone calls and emails... .... Assist client onboarding activities including completion... ...training of client associates. Qualifications... ...interpersonal skills Seniority level Associate Employment...SeniorFull timeWork at office
$82.5k - $95k
## Private Client Services Tax Senior AssociateApplyremote type: Hybridlocations: Columbia, MD: Tysons Corner, VAtime type: Full timeposted on:... ...teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who...SeniorWork at officeLocal area$90k - $115k
Join to apply for the Senior Manager, Customer Success role at ThriveDX 19 hours ago Be among the first 25 applicants Join to apply for the Senior... ...ago Senior Customer Success Manager - Public Sector Associate Customer Success Executive - East Region Gaithersburg, MD...SeniorFull timeWork at officeWorldwide$100k - $270k
...empower the Intelligence Community (IC) and Department of Defense (DoD) to transform data into actionable intelligence, ensuring mission success in an evolving world.Our mission-first software and data engineering platform modernizes data operations, utilizing advanced...Senior- ...for a Financial Consultant in Columbia, Maryland. In this role, you will provide wealth management and financial planning advice to clients while fostering strong relationships. Candidates must hold a FINRA Series 7 license and be open to obtaining further licenses....Senior
- ...Managing Director and service sophisticated high-net-worth individuals and families. The ideal candidate will manage new and existing client relationships, delivering retirement and estate planning solutions to enhance retention. The role emphasizes proactive...Senior
- ...update financial plans using client information and financial planning software. Work with senior advisors to review planning assumptions... ...for new clients during the onboarding process. Provide... ...new client opportunities. What Success Looks Like Strong client relationships...Local area
$180k - $200k
Coda Search│Staffing is seeking an executive-level wealth advisor to join our established team in Columbia, MD. The role offers a base pay range of $180,000 to $200,000 per year, plus annual bonus and commission via a strong compensation plan. CFP is a must along with Series...SeniorFull time$100k - $330k
...actionable intelligence, ensuring mission success in an evolving world.Our mission-first... ...pressing challenges in national security.Senior Principal Mission Engineer (K8s & Cloud)... ...expectations.Mission Training & Onboarding: Provide hands-on training, workshops, and...SeniorLocal areaRemote work- ...Washington-Baltimore corridor seeks an experienced attorney to advise clients on business planning and transactional matters. The ideal... ...manage client relationships and draft critical documents. The successful candidate will work with established partners in a growing...Senior
- ...is looking to hire a Senior Purchasing Manager to... ...Research & Development, Finance, Contracts, and Quality... ...the purchasing team. Success in this role requires... ...Identify, evaluate, and onboard new suppliers, along... ...large OEM vendors and associated distributors. ~ Experience...SeniorTemporary workFlexible hours
$68k - $78k
Enterprise Community Partners is seeking a Senior Financial Analyst to join their Corporate Finance team in Columbia, Maryland. In this role, you will be responsible for enterprise-wide expense management and governance, driving financial controls and offering insights...Senior- KBR is seeking a Corporate FP&A Analyst to support financial planning, reporting, and analytics. You will partner with finance and business teams to strengthen planning cycles, enhance reporting capabilities, and drive process improvements across the finance function. The...Senior
$68k - $78k
## Senior Financial Analyst - Expense Management & GovernanceApplyremote type: Hybridlocations... ...Financial Analyst to join our Corporate Finance team. This newly created role will serve... ...priorities while enabling business success.****Job Description******Responsibilities...SeniorFlexible hours- Clearpath is seeking a Senior Financial Analyst to join our Corporate Finance team in Columbia, Maryland. This new role focuses on enterprise-wide expense management, governance, and forecasting. The ideal candidate will bring strong analytical capabilities and communicate...Senior
- ...team members and ensuring outstanding customer service. To be successful in this role, you should be familiar with restaurant operations... ..., utility, and labor. Arrange for new employees' proper onboarding (scheduling training, etc.). Monitor compliance with safety...SeniorCasual work
$45.76k - $65k
...advanced proficiency with routine client maintenance requests, problem... ...background standards. Successful candidates must also meet ongoing... ...Preferred Qualifications: Associates degree or higher Demonstrated... ..., policies and procedures Senior Relationship Banker The annual...SeniorFull timePart timeWork at officeShift workNight shiftWeekend workDay shift$145.6k - $276.8k
...an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location,... ...company’s performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure...SeniorTemporary workWork experience placementWork at officeRemote workFlexible hours$145.6k - $276.8k
...pursuits and programs. We are seeking a Senior Principal Systems Engineer to work on-site... ...not limited to, the role, function and associated responsibilities, a candidate’s work... ....This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the...SeniorTemporary workWork experience placementWork at officeRemote workFlexible hours- ...Dreamcrafters Management Client Relations Associate Here at Dreamcrafters Management, we pride ourselves on our ability to build lasting client relationships based on trust, transparency, and exceptional customer service. As a growing leader in the business consulting...
- ...Senior Information Security Analyst As a Senior Information Security Analyst, you will be a key member of our security team, responsible for safeguarding our organization's systems and data from cyber threats. Your primary focus will be assessing security risks, developing...SeniorContract workWork experience placement
- iCallidus in Lanham, Maryland is seeking a Security Lead Analyst to oversee strategic cybersecurity programs for client projects. This on-site role requires CISSP, 7+ years of experience, and the ability to design and enforce policies across SDLC, DevSecOps, and zero-trust...Senior
- ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a... ...opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent,...Full timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift
$33.11k - $90k
...Job Description POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s... ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal...Temporary workWork at officeLocal area$28.85 - $33.65 per hour
...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great... ...-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact....Hourly payFull timeTemporary workWork at officeDay shift- ...Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of...Full timeWork at officeImmediate startShift workDay shift
$98k - $163k
Job Family:Finance & Accounting ConsultingTravel Required:Up to 10%Clearance Required:Active Top Secret SCI with PolygraphWhat You Will Do:Our financial management senior consultants help clients optimize all elements of their finance organization. They guide clients in...SeniorFull timeFlexible hours$145.6k - $276.8k
...Aerospace/RTX and is currently seeking a Senior Principal Software Engineer who is... ...and Typescript (among many others).The successful candidate will work in an exciting environment... ...not limited to, the role, function and associated responsibilities, a candidate’s work experience...SeniorTemporary workWork experience placementWork at officeRemote workFlexible hours- ...Senior Credit Analyst We are PEAC Solutions-large enough to finance the globe, yet small enough to stand shoulder-to-shoulder with our customers. We believe in... ...of absence, compensation, and training. The successful candidate will receive competitive compensation...SeniorTemporary workWork at officeLocal areaFlexible hours
- ...Solipsys, a subsidiary of Collins Aerospace, is seeking a Senior Principal Software Engineer to drive architecture and development of critical capabilities in an Agile setting. You will coordinate multiple engineers, lead decisive actions, and communicate effectively...Senior
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