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... ...member. Assist client onboarding activities including... ...and training of client associates. Qualifications... ...interpersonal skills Seniority level Associate Employment...SeniorFull timeWork at office
$82.5k - $95k
...tax, R&D Tax Credit, as well as International and Private Client services. As a Tax Senior based out of our Columbia, MD or Tysons Corner, VA... ...teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who...SeniorWork at officeLocal area$150k - $200k
...are currently looking for an experienced Senior Wealth Advisor to join our dynamic team... ...estate strategy, investment management, client service, and compliance administration.... ...developed marketing, business development, and succession planning resources. Direct equity...SeniorH1bWork at officeDay shift- ...onsite with a dedicated team, helping patients navigate their financial options and ensuring compliance with relevant regulations. Successful candidates will have two years of relevant experience, a High School Diploma, and a CAC certification within a year. Excellent...Senior
- Tenable seeks a Senior Customer Success Manager in Maryland to own strategic accounts, drive retention and expansion, and align customer goals with Tenable solutions. The role demands advanced product knowledge, cross-functional collaboration, and a focus on measurable...Senior
- ...delivery for multiple engagements from its Columbia, MD office. You will ensure high‑quality service delivery, client satisfaction, and alignment with success criteria while tracking business benefits throughout engagements. The role requires strong PM skills, stakeholder...SeniorWork at office
$38.7 - $51.52 per hour
...our journey! Your Role The Senior Customer Success Manager (Sr. CSM) acts as a... ...Your Opportunity Lead the onboarding process for high-value or... ...Professional Services, Engineering, Finance, Training, and Support, to... ...customer outcomes. Mentor Associate and Customer Success...SeniorWork experience placementLocal areaFlexible hours$53.52k - $96.74k
Walden University is seeking a Senior Specialist in Learning and Development to design, develop, and facilitate learning solutions across... ...business units. This role encompasses planning and executing onboarding programs, managing cross-functional projects, and enhancing...Senior$25 - $44 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...of their line of business and/or group; and the overall success of the Company. Benefits. This role is currently benefits eligible...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$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- ...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
- ...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
$150k - $200k
A growing investment advisory firm is seeking a Senior Wealth Advisor to join their Columbia, MD team. The ideal candidate will have over 5 years of experience working with high-net-worth individuals and be responsible for providing tailored financial planning and investment...Senior- ...Wealth Management Client Associate Columbia, Maryland;Baltimore, Maryland To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to...Seasonal workWork at officeWork from homeShift workDay shift
- ...complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have... ...commissions and incentives based on your success.Job DescriptionAs a Thrivent Financial... ...actionable and achievable advice and connect clients to Thrivent products and programs....Local area
- KBR Careers is looking for a Senior Financial Analyst/Project Planning & Controls (PP&C) to join their project team in Fulton, Maryland. The successful candidate will oversee full P&L and cash flow responsibility for various projects, managing financial activities with...SeniorFlexible 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- 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
$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- ...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...
- APV seeks a Senior Security Analyst/ISSO to provide advanced cybersecurity, risk management, and system authorization support to DHS. The role leads ATO and reauthorization cycles, drives continuous monitoring, coordinates incident response, and serves as a senior contact...SeniorRemote job
$65k
...Requisition ID 14767 -Posted - Wholesale - Wholesale - Wholesale As a Client Support Associate at Verano, you will be at the forefront of ensuring the satisfaction and success of our dispensary partners. This role is pivotal in delivering exceptional service to dispensary...Work at officeRemote work- ...electrical and mechanical engineers. A strong background in drafting and design, particularly with Cadence Allegro, is crucial. Successful candidates will demonstrate expertise in PWB design and engineering requirements, with flexibility for hybrid work at various Northrop...Senior
$58.9k - $77.38k
...institutional spokesperson on all issues related to financing postsecondary education, particularly at... ...as assigned. Serves as a backup to the Associate Director in functions such as importing... ...Position? - No Division - Student Success Office Department - Financial Aid...Full timeWork at officeLocal areaFlexible hoursAfternoon shift- ...Senior Financial Analyst Industry leading manufacturer is looking for a Financial Analyst... ...will have a BA/BS in Accounting or Finance, 5+ years of financial analysis, forecasting... ...budgeting, advanced Excel and PowerBI. My client is offering a competitive base salary,...Senior
- ...Commercial Real Estate Agents. The ideal candidates will excel in client relationship management and have strong sales skills. The... ...during challenging economic times, including cloud-based systems for remote work. #J-18808-Ljbffr Lee & Associates of Eastern PennsylvaniaSeniorRemote work
- We are seeking an experienced Info Security Analyst IV to support FIPS 140 validation projects within a hands-on lab environment. This role focuses on security analysis, cryptographic validation testing, product evaluations, automation, and technical reporting in support...SeniorLocal area
- ...enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different... ...who demonstrate a passion for client service. People who understand... ...loan products designed to meet the financing needs of clients. Includes but...Work at office
$75k - $100k
...to 10 years of experience and a history of consistent production. Agents on this team earn between $75,000 and $100,000+ in their first year, with significant support and coaching to drive success. #J-18808-Ljbffr The Waldner Winters Team of Keller Williams Realty CentreSenior- ...seeking a skilled professional for a role focused on verifying and validating the security compliance of information systems. The successful candidate will conduct evaluations, provide comprehensive security assessments, and assist in drafting guidelines. This position...Senior
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