Current jobs related to Client Relationship Associate for Advisory Firm k - Cockeysville - Ultimate Staffing
-
Commercial Insurance Client Relationship Manager
3 months ago
Cockeysville, United States Diversified Insurance Full timeJob DescriptionJob DescriptionDiversified Insurance, a top workplace in 2023, is seeking a dynamic and experienced Commercial Insurance Client Relationship Manager to join our award-winning team. This role is pivotal in maintaining and expanding our client base, ensuring the highest level of service, and contributing to the overall growth of our company....
-
Cockeysville, Maryland, United States US012 Marsh & McLennan Agency LLC Full timeAbout UsUS012 Marsh & McLennan Agency LLC is a leading provider of business insurance, employee health & benefits, retirement, and private client insurance solutions. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh...
-
Client Manager, Private Client Services
1 week ago
Cockeysville, United States US012 Marsh & McLennan Agency LLC Full timeDescription: Marsh McLennan Agency Client Manager, Private Client Services (Personal Insurance) Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver...
-
Tax Associate
2 weeks ago
Cockeysville, United States GPAC Full timeA Top CPA firm in the area is looking to add a Tax Associate to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Associate to join a team of highly motivated staff.Responsibilities: Organizing and analyzing clients’ financial...
-
Tax Intern Spring 2026
2 days ago
Cockeysville, United States Cohen & Company Full timeOverview: Cohen & Company?? Certified Public Accountants? ? Theres no better way to get hands-on experience and enhance your understanding of the public accounting industry than with Cohen & Companys internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. Theres no coffee grabbing or...
-
Tax Professional
24 hours ago
Cockeysville, Maryland, United States Cohen & Company Full timeJob SummaryCohen & Company is seeking a highly motivated and detail-oriented Tax Professional to join our team for the summer of 2025. As a Tax Professional, you will have the opportunity to gain hands-on experience in tax compliance, return preparation, research, and planning duties.Key ResponsibilitiesPerform tax compliance and return preparation...
-
Risk Advisor/Business Development Producer
3 months ago
Cockeysville, United States Diversified Insurance Full timeJob DescriptionJob DescriptionRisk Advisor / Business Development ProducerDiversified Insurance, a top workplace in 2023, is actively seeking a passionate and results-driven Risk Advisor / Business Development Producer to join our exceptional team. As a key player, you will have the opportunity to build and shape the future of risk management and client...
-
Associate Lawyer
2 months ago
Cockeysville, United States MJ Morgan Group Full timeJob DescriptionJob DescriptionBusy, boutique, firm in the heart of Towson is seeking an Associate Lawyer to join their growing practice. Strong candidates will possess 1-4 years of experience in civil litigation, specifically workers' compensation and personal injury. The firm also specializes in employment law, immigration law, and complex civil...
-
Client Investment Advisor
1 week ago
Cockeysville, Maryland, United States Bank of America Full timeJob Title: Investment Specialist TraineeCompany: Bank of AmericaDescription:As an Investment Specialist Trainee, you will play a pivotal role in our team by:Assessing and understanding clients' financial needs to offer tailored solutions.Engaging in comprehensive training programs to acquire necessary certifications.Prioritizing service excellence while...
-
Cockeysville, United States Disability Solutions Full timeValue PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...
-
Sales Associate LOFT Hunt Valley
2 months ago
Cockeysville, United States Ascena Retail Group Full timeAbout usLOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style.Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just like...
-
Sales Associate LOFT Hunt Valley
2 months ago
Cockeysville, United States LOFT Full timeAbout us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style.Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just like...
-
Sales Associate LOFT Hunt Valley
3 months ago
Cockeysville, United States Ascena Retail Group Full timeAbout us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style. Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just...
-
Sales Associate LOFT Hunt Valley
3 weeks ago
Cockeysville, United States LOFT Full timeAbout us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style. Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just...
-
Cockeysville, Maryland, United States WTW Full time**About the Role**We are seeking a highly skilled Senior Associate to join our Financial Actuarial & Analytics (FAA) Community of Expertise at WTW. As a key member of our team, you will play a crucial role in delivering complex analyses and projects involving the design, financing, and measurement of employer health and group benefit programs.**Key...
-
Client Success Manager
2 months ago
Cockeysville, United States Digi Solutions Full timeJob DescriptionJob DescriptionJob Title: Client Success ManagerCompany: Digi Solutions, LLC Location: Hunt Valley, Maryland Description:The Client Success Manager plays a pivotal role in overseeing the Support Team, ensuring that clients are consistently satisfied with our services. This position entails managing the onboarding process for new clients,...
-
Cockeysville, Maryland, United States WTW Full timeSenior Associate in Healthcare Financial and Actuarial ServicesWTW is looking for a Senior Associate in Healthcare Financial and Actuarial Services to become a vital part of our Financial Actuarial & Analytics (FAA) Community of Expertise. This position involves a significant contribution to the analysis and management of intricate projects concerning...
-
Client Operations Manager
1 month ago
Cockeysville, Maryland, United States AssuredPartners Full timeOverview:At AssuredPartners, our Hunt Valley, MD office is growing, we are hiring for our Client Operations Manager - EE Navigator position, are responsible for client set-up in the employee benefits system - EE Navigator, implementation and maintenance of the administration of clients, and various other operational functions.Why this Role? Build meaningful...
-
Healthcare Financial/Actuarial Senior Associate
4 months ago
Cockeysville, United States WTW Full timeCandidates from the following locations will be considered: Arlington, VA, Atlanta, GA, Charlotte, NC, Glen Allen, VA, Hunt Valley, MD, Nashville, TN, Potomac, MD As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide...
-
Senior Audit Manager
1 week ago
Cockeysville, Maryland, United States Jobot Full timePosition OverviewWe are seeking a Senior Audit Manager for a well-established CPA firm specializing in audit and assurance services. This role offers a hybrid work environment and a clear path to partnership.About the FirmOur firm is recognized as a leading public accounting entity in the region, with a strong reputation for excellence and client...
![Ultimate Staffing](https://media.trabajo.org/img/noimg.jpg)
Client Relationship Associate for Advisory Firm $60k
2 months ago
Client Relationship Associate
Location: Cockeysville, MD
An independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join their growing team as a Client Relationship Associate. This position plays an important role in supporting Advisors and creating an exceptional customer experience for clients by bringing clarity and understanding to their financial lives.
Compensation:
$65,000+ yearly
Responsibilities:
- Oversee and manage the Financial Planning Process
- Enter client data into financial planning software and spreadsheets
- Generate financial analyses and plans for clients, coordinating with Advisors
- Develop close, long-term relationships with clients to understand their needs
- Coordinate with the Director of Investments for client portfolio management
- Assist clients with operational inquiries, requests, and problems
Qualifications:
- Knowledge of Financial Advisor office tools (e.g., Orion, Salesforce) preferred
- Proficiency in Microsoft Office (Word, Excel, Outlook) required
- Excellent interpersonal and communication skills
- Exceptional client service orientation and attitude
- Genuine interest in serving and caring for others
- Strong organizational and time management skills
- Ability to manage multiple tasks with precision
- Strong analytical and research skills
- Problem-solving and troubleshooting abilities
- High attention to detail
- Bachelors degree in business administration, accounting, finance, or similar field preferred, or equivalent career experience
- 2+ years of experience in the financial industry preferred
- Experience working in a professional office environment preferred
About the Firm:
This dynamic and growing wealth management firm is focused on exceeding client expectations through a commitment to service grounded in core values. Their goal is to create independence for clients and team members with a client-centric approach that brings urgency, success, clarity, and care to everything they do. Their thorough, precise, and personalized process tailors and simplifies complex financial advice, working closely with clients as trusted advisors to pursue goals and create financial independence. They prioritize education to ensure clients understand their investment processes and strategies, as these important financial decisions directly impact their lives.
Join the team and contribute to their mission of delivering exceptional service and financial clarity to clients.
All qualified applicants will receive consideration for employment without regard torace, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles Fair Chance Initiative for Hiring Ordinance.