Client Services Specialist - Financial Advisory Support
Edelman Financial Engines, LLC
Edelman Financial Engines (EFE) is seeking a client services professional to partner with the Financial Planner and deliver high‑level service to clients. The role focuses on managing client relationships, coordinating meetings, handling paperwork, and ensuring accurate account activity. You should have finance experience, strong communication, confidentiality, and the ability to adapt to changing circumstances. #J-18808-Ljbffr Edelman Financial Engines, LLC
- ...Join a growing, client-focused wealth advisory firm where your professionalism... ..., precision and service mindset will be at... ...a Client Services Specialist, you will be the primary... ...experience and support the firm's advisors... ...client management or financial systems. Experience...FinancialWork at office
$24 - $26 per hour
...Client Services Specialist (JN -062026-424808) Hunt Valley, Maryland Apply with Indeed Salary: USD24... ...experience from onboarding through ongoing support. The ideal candidate is proactive,... ...Experience in legal, insurance or financial services Strong relationship‑building...FinancialHourly payWork at office$50k - $76k
...A financial services company is seeking a Client Support Specialist in the Greater Baltimore area. The role is remote and requires significant customer service and financial services experience. Candidates should have Series 7 certification, excellent communication skills...FinancialRemote work- ...Syntax Talent Solutions is looking for a Client Services Specialist to join our wealth advisory firm located in Lutherville, Maryland. In this key role, you... ...organizational skills, and proficiency with office software and financial systems. This role offers an opportunity to thrive...FinancialWork at office
- A boutique financial advisory firm is seeking a Wealth Management Client Service Associate to manage client onboarding, service requests, and account maintenance. The role offers a supportive environment for professional growth and emphasizes teamwork and ethics. With...Financial
$25 - $27.88 per hour
...America Fraud Resolution Specialist At Bank of America,... ...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ...developing exceptional talent, supporting our teammates' physical... ...include providing seamless service delivery to answer...FinancialHourly payWork at officeImmediate startShift workAfternoon shift- ...Investment Consulting Group, supporting the delivery of high-quality investment consulting services to a diverse client base. This role is... ...investment, consulting, or financial services experience Strong... ...investment consulting or advisory firm environment Experience...FinancialRemote work
$50k - $65k
A financial services firm is seeking a Client Services role to deliver high-quality service to clients. Responsibilities include coordinating client meetings, supervising account activities, and ensuring compliance. The ideal candidate should have at least two years of...Financial- A financial services agency is seeking passionate individuals for a flexible role involving client consultations. You will conduct virtual meetings to assess client needs and provide... ...growth opportunities within a supportive environment. #J-18808-Ljbffr AO Garcia AgencyFinancialRemote jobFlexible hours
- ...continuously onboarding Remote Customer Service Representatives for a structured independent contractor opportunity supporting national client programs. \\\\ \ This is a work -... ...to attend full certification \\\\\\ Financial readiness for startup/platform fees \\\...FinancialFor contractorsWork at officeRemote workWork from home
$37.5k - $55k
...Description: As a Customer Service Rep with State Farm - Margie... ...generate the kind of exceptional client experiences that reinforce... ...of the community members you support. We look forward to... ...customers with their insurance and financial services needs, including:...FinancialHourly payFor contractorsWork at officeFlexible hours$65k - $75k
...meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a... ..., Property and Casualty Insurance, and Financial Services. With a network of offices nationwide... ...with local service. This role supports clients by ensuring benefits programs...FinancialWork at officeLocal area- ...Private Client Advisor II Baltimore,... ...purpose to help make financial lives better... ...performance, and supporting our teammates’ physical... ...by military service, community college... ...the need for team specialists; collaborate closely... ...Client Solutions Advisory Prospecting...FinancialWork at officeFlexible hoursShift workDay shift
- ...Grants Management in our Government Services practice. This role will focus on supporting clients with monitoring state and... ...fastest-growing accounting and advisory firms in the industry You... ...enterprises as diverse as sophisticated financial institutions and start-ups,...FinancialWork at officeLocal areaRemote work2 days per week
- TEKsystems is hiring a Client Processing Associate in Owings Mills, MD. You will support retail investment operations by reviewing, analyzing, and processing a variety of client transactions, ensuring adherence to company policies and regulatory standards. The role emphasizes...Financial
$75k - $85k
A financial services company in Towson, MD is seeking a Client Service Associate. Responsibilities include managing client onboarding, opening new accounts, and ensuring client information accuracy. The ideal candidate should have 3 to 5 years of experience in RIA or broker...Financial- ...Fraud Client Services Representative Hunt Valley, Maryland To proceed with your application... ...by a common purpose to help make financial lives better through the power of every... ...and developing exceptional talent, supporting our teammates' physical, emotional, and...FinancialWork at officeImmediate startShift workAfternoon shift
- Diversified Insurance is seeking a Client Relationship Associate (Commercial Lines) in Maryland to deliver exceptional client service, manage insurance documentation, and act as the... ...strong client relationships. This role supports a hybrid work schedule and professional...
- ...achieve its goals. You empower our agency by implementing and supporting office policies and consistently ensuring the execution of... ...the opportunities offered to people by insurance products and financial services. As an organized and detail-oriented professional, your...FinancialWork at office
- ...drive cross-category sales to support overall business goals. With... ...you’ll also play a key part in client relationship building through... ...experience. In addition to service and selling, you’ll support operational... ...health counseling and legal/financial advice Access the full menu...FinancialFull timePart timeAll shiftsFlexible hoursAfternoon shift
$24 - $25.96 per hour
Job Summary Financial Services Representative I - entry‑level role in the Life Services team at Merrill... ...of brokerage accounts, building client relationships, and facilitating the transition... ...client care and grow relationships. Support the life‑services process: take initial...FinancialHourly payShift workDay shift$40k - $45k
...balance. Our office culture is driven, supportive, and growth-oriented. We're looking for... .... Role Description: As a Customer Service Representative - State Farm Agent Team Member... ...help customers with their insurance and financial services needs, including: Auto...FinancialFor contractorsWork at officeLocal areaFlexible hours- ...Associates to join our growing team of client-focused professionals. In this role,... ...individuals and businesses seeking guidance on financial solutions. You'll work to understand... ...unique needs and help match them with services that support their goals. Core Responsibilities...FinancialFlexible hours
- ...rewarding consistent performance Dedicated Service Representative to handle client service work, allowing you to focus... ...technology and ongoing training to support and grow your operations A... ...affordable insurance solutions and financial security A focus on achieving market...Financial
$100k - $275k
...purpose to help make financial lives better... ...delivering for our clients, teammates,... ...performance, and supporting our teammates' physical... ...by military service, community college... ...the need for team specialists; collaborate closely... ...Client Solutions Advisory Prospecting...FinancialWork at officeFlexible hoursShift workDay shift$135k - $160k
...growing Top 50 accounting & advisory firm that has been... ...for you! We serve clients of all sizes across the... ...globe, with a suite of services that grow every year.... ...critical leadership role supporting government contracting... ...and deliver strategic financial insight in an...FinancialContract workFor contractors- ...skills to balance multiple priorities and support customer growth Contribute to... ...formed strategic partnerships with global financial institutions to deliver powerful, scalable... ..., and an agile ecosystem of value‑added services. We’re proud to support businesses in reaching...FinancialFull timeLocal areaWorldwide
$49.1k - $67.54k
## Client Billing & Collections SpecialistApplylocations: Baltimoretime type:... ...**The Client Billing & Collections Specialist is responsible for managing the end... ...client relationships. The position supports cash flow performance, financial accuracy, and client transparency by...FinancialLocal area- ...members and communities as a not‑for‑profit financial institution. Our mission is to empower... ...meaningful connections and deliver exceptional service in everything we do. We believe in doing what is right for our members, supporting one another as a team, and making a...FinancialWork at officeLocal areaFlexible hours
- ...extensive network of specialists; enjoy access to... ...high-profile clients understand, analyze... ...our Business Tax Services practice.... ...tax compliance and advisory services to pass-... ...Oversee risk and financial performance of engagements... ...benefits to support your mental health...FinancialLocal area
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