Client Services Specialist - Financial Planning
$50k - $65kEdelman 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
- 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
- ...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...SuggestedWork at office
- ...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...SuggestedWork at office
$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...SuggestedWork at officeLocal area- 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...SuggestedRelocation package
- 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
- 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 jobFlexible hours
- 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...
$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$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- ...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
- 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...
- 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
$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 workWork at officeLocal area$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 workTemporary workWork at officeHome officeFlexible hours- ...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 officeLocal areaFlexible hours
- 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...
$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 payShift workDay shift- ...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
$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- ...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
$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 timeWork at officeShift work$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 payWork at officeImmediate startShift workAfternoon shift- ...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 timePart timeWork at officeFlexible hours
$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...- 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
$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$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...- 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...
- 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...
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