Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Client Success Associate - Finance Onboarding in Columbia, MD vacancy
  • 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... 
    Senior
    Full time
    Work at office

    CivicMinds, Inc

    Columbia, MD
    2 days ago
  • $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... 
    Senior
    Work at office
    Local area

    Withum PC

    Columbia, MD
    1 day ago
  •  ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Mount Laurel...  ...support clients and financial advisors, onboarding new accounts, maintaining records, and...  ...trades in a fast-paced, professional team. Success requires strong communication,... 
    Suggested

    RBC

    Laurel, MD
    2 days ago
  • $21.96 - $36.6 per hour

     ...Senior Relationship Banker This position is primarily responsible for the execution...  ...leads according to consumer bank standards, successful execution of all customer transaction...  ...training purposes, particularly during onboarding. Compensation Grade: NEX10 Pay Range... 
    Senior
    Work at office
    Flexible hours
    Shift work
    Night shift

    First National Bank

    Catonsville, MD
    4 days ago
  • $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... 
    Senior
    Full time
    Work at office
    Worldwide

    ThriveDX

    Columbia, MD
    2 days ago
  • $79.16k - $127.67k

     ...Senior Threat Intelligence Analyst Work Location: Mount Laurel...  ...committed to being a leader in client experience, that is why we...  .... We're committed to your success and foster a respectful workplace...  ...the best. Training & Onboarding We will provide training and... 
    Senior
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Laurel, MD
    4 days ago
  •  ...providing a consistent and effective level of client servicing when the Financial Advisor is...  ...new business paperwork is accurately successfully submitted. This includes preparing forms...  ...'s degree in business, accounting, finance, banking or equivalent education and related... 
    Second job
    Work at office
    Monday to Friday

    SunTrust Investment Services, Inc.

    Columbia, MD
    2 days ago
  •  ...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

    Charles Schwab

    Columbia, MD
    5 days ago
  •  ...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

    Beacon Pointe Advisors LLC

    Columbia, MD
    4 days ago
  • $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...
    Senior
    Full time

    Coda Search│Staffing

    Columbia, MD
    2 days ago
  • $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... 
    Senior
    Local area
    Remote work

    Clarity

    Columbia, MD
    5 days ago
  •  ...complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have...  ...commissions and incentives based on your success. Job Description As a Thrivent...  ...actionable and achievable advice and connect clients to Thrivent products and programs.... 

    Thrivent Financial for Lutherans

    Columbia, MD
    5 days ago
  •  ...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

    MOHR Talent

    Columbia, MD
    1 day ago
  • $68k - $78k

     ...Senior Financial Analyst Enterprise is a national nonprofit that exists to make a good...  ...Financial Analyst to join our Corporate Finance team. This newly created role will serve...  ...Enterprise priorities while enabling business success. Job Description Responsibilities:... 
    Senior
    Flexible hours

    Enterprise Community Partners

    Columbia, MD
    3 days ago
  • 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

    KBR Careers

    Columbia, MD
    2 days ago
  • Chesapeake Search Partners is partnering with a well-established organization to recruit a Senior Financial Analyst for the Corporate Finance team. This hybrid-role focuses on expense budgeting, forecasting, governance, and decision support to strengthen financial planning... 
    Senior

    Chesapeake Search Partners

    Columbia, MD
    2 days ago
  • $120k - $145k

     ...Description Job Description Job Title: Senior Systems Engineer Location: Columbia,...  ...Virtual Desktop migrations, and strategic client projects. This is not a ticket-queue-...  ...ConnectWise, Autotask, or NinjaOne What Success Looks Like You take ownership. You... 
    Senior
    Temporary work

    MSP Hire, Inc.

    Columbia, MD
    16 days ago
  •  ...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... 
    Senior
    Casual work

    Superior Talent Source

    Columbia, MD
    4 days ago
  •  ...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... 

    DreamCrafters Management

    Columbia, MD
    1 day ago
  •  ...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... 
    Senior
    Temporary work
    Flexible hours

    SealingTech

    Columbia, MD
    3 days ago
  • $93.1k - $155.1k

    Our Deloitte Finance Transformation team practices to...  ...solutions, helping clients navigate challenging environments...  ...Do As a Project - Senior Consultant, Finance...  ...training A successful candidate would possess...  ...geographic differential associated with the location at which... 
    Senior
    Local area

    Deloitte LLP

    Maryland, MD
    5 days ago
  •  ...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... 
    Senior
    Contract work
    Work experience placement

    Samprasoft

    Columbia, MD
    2 days ago
  •  ...product, and business teams to ensure on-time delivery. You will mitigate risks, manage resources, and maintain contract compliance with government requirements. Strong leadership, communication, and cross‑functional collaboration are essential for success. #J-18808-Ljbffr... 
    Senior
    Contract work

    Owl Cyber Defense

    Columbia, MD
    2 days ago
  •  ...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

    Jobleads-US

    Fulton, MD
    2 days ago
  •  ...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 time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Columbia, MD
    2 days ago
  •  ...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 time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Rotating shift
    Day shift

    Bank of America

    Columbia, MD
    3 days ago
  • $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... 
    Senior
    Full time
    Flexible hours

    Guidehouse

    Annapolis Junction, MD
    6 days ago
  •  ...Datadog is seeking a Principal Partner Solutions Architect to manage senior technical relationships with federal and public sector partners. This role focuses on ensuring the technical success of vital partnerships while leading advanced cloud initiatives and developing... 
    Senior

    Jobleads-US

    Columbia, MD
    3 days ago
  • $145.6k - $276.8k

     ...GraphQL, REST, KafKa, and Typescript (among many others). The successful candidate will work in an exciting environment, directly driving...  ...offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education... 
    Senior
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Raytheon

    Fulton, MD
    5 days ago
  •  ...Job Overview A law firm seeks an experienced Senior Family Law Attorney in Montgomery and Howard Counties, Maryland. This role offers the opportunity to manage complex family law cases with autonomy while being part of a supportive team. The ideal candidate will have... 
    Senior

    BCG Attorney Search

    Columbia, MD
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Success Associate - Finance Onboarding. Be the first to apply!