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

Client Services Specialist - Financial Planning

$50k - $65k

Edelman Financial Engines

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 relevant financial services experience, strong communication skills, and a good understanding of finance. This position offers a base salary range of $50,000 - $65,000 plus bonuses based on individual and team performance. #J-18808-Ljbffr Edelman Financial Engines

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Services Specialist - Financial Planning in Towson, MD vacancy
  • Diversified Insurance is seeking a Client Relationship Associate (Commercial Lines) in Maryland to deliver exceptional client service, manage insurance documentation, and act as the primary contact for clients. You'll collaborate with Account Managers to provide customized... 
    Suggested

    Diversified Insurance Industries, Inc.

    Cockeysville, MD
    3 days ago
  •  ...Syntax Talent Solutions is looking for a Client Services Specialist to join our wealth advisory firm located in Lutherville, Maryland. In this...  ...organizational skills, and proficiency with office software and financial systems. This role offers an opportunity to thrive in a... 
    Suggested
    Work at office

    Syntax Talent Solutions

    Lutherville Timonium, MD
    1 day ago
  •  ...Join a growing, client-focused wealth advisory firm where your professionalism...  ..., precision and service mindset will be at the heart...  ...the Role: As a Client Services Specialist, you will be the primary...  ...working with client management or financial systems. Experience working... 
    Suggested
    Work at office

    Syntax Talent Solutions

    Lutherville Timonium, MD
    1 day ago
  • $24 - $26 per hour

     ...Job Description Client Services Specialist, $24-26/hour Position Overview We are seeking a client-focused and detail-oriented Client...  ...Preferred Skills Experience in legal, insurance or financial services Strong relationship-building and client retention... 
    Suggested
    Work at office
    Local area

    Ultimate LLC

    Lutherville Timonium, MD
    1 day ago
  • Freedom Federal Credit Union is seeking a Financial Services Representative I to enhance member services by identifying needs and providing suitable products. Responsibilities include sales, customer service, and transactional duties. The position offers a starting rate... 
    Suggested
    Relocation package

    Freedom Federal Credit Union

    Cockeysville, MD
    5 days ago
  • Bank of America in Cockeysville is looking for a client-facing role focused on engaging customers and processing cash transactions efficiently...  .... Responsibilities include guiding clients through self-service banking options and ensuring a great client experience.... 
    Weekend work

    Bank of America

    Cockeysville, MD
    4 days ago
  • 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 tailored solutions while building lasting relationships. The position offers virtual work... 
    Remote job
    Flexible hours

    AO Garcia Agency

    Parkville, MD
    1 day ago
  • 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 responsibilities... 

    Right Executive Search, LLC

    Towson, MD
    3 days ago
  • $25 - $44 per hour

    Bank of America in Cockeysville, Maryland, seeks a dedicated professional to provide outstanding client service and support the team. Responsibilities include educating clients on banking services and ensuring alignment with the bank's policies. The ideal candidate will... 
    Hourly pay

    Bank of America

    Cockeysville, MD
    5 days ago
  • $24 - $26 per hour

    Ultimate Staffing Services is looking for a Client Services Specialist in Cockeysville, Maryland. This role serves as a key contact point for clients, focusing on managing relationships, onboarding, and providing exceptional service. Ideal candidates have a Bachelor’s... 
    Hourly pay

    Ultimate Staffing Services

    Cockeysville, MD
    2 days ago
  •  ...BFG Financial Advisors is a team of independent advisors providing personalized financial planning and wealth management services to families. Our Certified Financial Planner practitioners and...  ...advice, coordinating all aspects of clients’ financial lives, from investing and... 
    Work at office

    BFG Financial Advisors

    Lutherville Timonium, MD
    1 day ago
  • 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... 

    Edelman Financial Engines, LLC

    Towson, MD
    4 days ago
  • Bolton-Partners-Inc in Towson, Maryland, is seeking a Client Analyst to consult on and quality review retirement plan documents. The successful candidate will work on...  ..., ensuring high-quality standards and client service. The role demands a Bachelor’s degree in Finance... 
    Remote work

    Bolton-Partners-Inc

    Towson, MD
    4 days ago
  • $26 per hour

     ...Metro Area Ultimate Staffing Services Are you a natural...  ...future opportunities with our growing client base throughout the Baltimore metro area...  ...Backgrounds Sales Support Specialist Account Coordinator... 
    Contract work
    Work at office
    Local area

    Ultimate Staffing

    Lutherville Timonium, MD
    5 days ago
  • $25 per hour

     ...Commercial Service Representative The Commercial Service Representative provides one-stop...  ...appropriate OSR and creates customized client sales content and service models to assist...  ...1K, Employee Awards, Employee Assistance Plan, Wellness Incentive, Tuition Assistance,... 
    Contract work
    Temporary work
    Work at office
    Home office
    Flexible hours

    Casella

    Cockeysville, MD
    1 day ago
  •  ...proudly served our members and communities as a not‑for‑profit financial institution. Our mission is to empower people with financial security...  ..., we create meaningful connections and deliver exceptional service in everything we do. We believe in doing what is right for our... 
    Work at office
    Local area
    Flexible hours

    Securityplus-Federal-Credit-Union

    Parkville, MD
    2 days ago
  • Securityplus Federal Credit Union in Parkville, MD seeks a Financial Service Representative II to deliver personalized financial solutions and strengthen member relationships. You will assist members with complex transactions and guide them through their financial journeys... 

    Securityplus-Federal-Credit-Union

    Parkville, MD
    2 days ago
  • $24 - $25.96 per hour

    Job Summary Financial Services Representative I - entry‑level role in the Life Services team at Merrill Contact Center. Focus on phone‑based servicing of brokerage accounts, building client relationships, and facilitating the transition of deceased account assets. Key Responsibilities... 
    Hourly pay
    Shift work
    Day shift

    Bank of America

    Cockeysville, MD
    4 days ago
  •  ...deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and...  ...to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts.... 
    Flexible hours

    Trucordia

    Cockeysville, MD
    4 days ago
  • $40k - $85k

    Company Overview Cyphium AI helps service-based, growth-focused businesses scale through websites, digital advertising, CRM systems, lead...  ...sales skills, and grow with a company that is expanding its client base. Job Summary Cyphium AI is hiring a Sales Development Representative... 
    Local area

    Cyphium AI

    Towson, MD
    4 days ago
  •  ...highest probability of long-term success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts. Follows Trucordia sales methodologies and best practices,... 
    Flexible hours

    Trucordia

    Cockeysville, MD
    1 day ago
  • $26.27 per hour

     ...Client Service Specialist II Charm City Care Connection (CCCC) works to connect those impacted by drug use in Baltimore City to high-quality...  ...respect and centers members of affected communities in the planning and programming of our organization. Since our founding in... 
    Full time
    Work at office
    Shift work

    Charm City Care Connection

    Baltimore, MD
    1 day ago
  • $25 - $27.88 per hour

     ...Of America Fraud Resolution Specialist At Bank of America, we are...  ...common purpose to help make financial lives better through the power...  ...Growth and delivering for our clients, teammates, communities, and...  ...expectations include providing seamless service delivery to answer client... 
    Hourly pay
    Work at office
    Immediate start
    Shift work
    Afternoon shift

    Bank of America

    Cockeysville, MD
    8 days ago
  •  ...lasting impression for our clients and visitors. Your...  ...with the right services. Communication Hub: Manage...  ...contributes to their financial security. Learning and...  ...your average financial planning firm. We are a privately...  ...new Customer Service Specialist jobs in Baltimore, MD... 
    Full time
    Part time
    Work at office
    Flexible hours

    Elite Income Advisors

    Baltimore, MD
    2 days ago
  • $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... 

    247Protas

    Towson, MD
    4 days ago
  • Diversified Insurance Industries in Cockeysville, Maryland, is seeking a Client Relationship Associate (CRA) to support Account Managers and deliver outstanding service. This role focuses on providing analysis reports and personalized consultations to clients, requiring... 
    Work at office

    Diversified Insurance Industries

    Cockeysville, MD
    4 days ago
  • $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... 
    Remote work

    Soteria Reinsurance Ltd.

    Baltimore, MD
    1 day ago
  • $40k - $42k

    A financial services company is seeking a Financial Services Representative I to work in Pikesville, MD. This role involves delivering exceptional member service, addressing inquiries, and cross-selling financial products. Candidates should possess strong communication... 

    Insight Global

    Pikesville, MD
    1 day ago
  • Anderson Auto Group in Cockeysville, Maryland is seeking a customer service representative to answer inquiries, follow up on leads, and provide product information. Ideal candidates should possess at least one previous customer service role, strong computer skills, and... 

    Anderson Auto Group

    Cockeysville, MD
    3 days ago
  • Bank of America in Maryland is seeking a Client Services Associate to engage clients in the lobby, educating them on self-service options...  ...while learning clients’ goals to connect them with suitable financial solutions. You will leverage self-service tools and work across... 

    Bank of America

    Cockeysville, MD
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Specialist - Financial Planning. Be the first to apply!