Client Service Associate
2 weeks ago
DescriptionJacob William Advisory, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join our growing team as a Client Service Associate. This position plays an important role in supporting our Advisors and creating an exceptional customer experience for clients as we work to bring clarity and understanding to their financial lives.This individual will be responsible for assisting Advisors in client meetings, building financial plans, and implementing proposed strategies. This position will also service clients front to back, from client inquiries and requests, to account opening and account maintenance. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.Responsibilities•Client operations, inquiries, requests, and communication•Oversee and own Financial Planning Process•Enter client data into financial planning software programs and spreadsheets•Generate financial analyses and financial plans for clients and coordinate with Advisor•Develop a close, long-term relationship with clients, in conjunction with Advisor, to understand client's current circumstances and future needs or wishes•Coordinate with the Director of Investments for Client portfolio management•Assist clients with operational inquiries, requests, and problemsQualifications•Knowledge of Financial Advisor office tools (i.e. Orion, Salesforce, etc.) and custodians (Fidelity, Schwab) preferred•Knowledge of Microsoft Office, including Word, Excel, and Outlook required•Excellent interpersonal & communication skills•Excellent attitude and an extraordinary client service orientation•A genuine interest in serving and caring for other people•Excellent organizational and time management skills•Ability to handle multiple tasks with precision•Analytical and research skills•Ability to troubleshoot and problem-solve•Desire to provide the highest quality of service•High level of attention to detail•Bachelor's degree in finance or similar field preferred or commensurate career experience•2+ years of experience in the financial industry preferred
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Client Service Representative
3 weeks ago
Cockeysville, Maryland, United States Jacob William Advisory Full timeClient Service AssociateJacob William Advisory, a leading independent advisory firm, is seeking a highly motivated and detail-oriented individual to join our team as a Client Service Associate. This role plays a critical part in supporting our Advisors and delivering exceptional customer experiences for clients.Key Responsibilities:Client operations,...
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Client Manager, Private Client Services
2 months 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...
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Client Service Manager
3 weeks ago
Cockeysville, Maryland, United States Gallagher Full timeJob Title: Client Service ManagerWe are seeking a highly skilled Client Service Manager to join our team at Gallagher. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building strong relationships with them.Key Responsibilities:Assist Senior Client Service...
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Client Service Representative
3 weeks ago
Cockeysville, United States Ethos Veterinary Health Full timeThe Pet+ E.R in Hunt Valley, MD is hiring a full-time Client Service Representative to join our outstanding team! About Us: Chesapeake Veterinary Referral Center and Pet+E.R. are Maryland's premier provider of veterinary specialty services, including emergency and critical care, cardiology, and internal medicine. Staffed with board-certified specialists and...
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Financial Services Associate
3 weeks ago
Cockeysville, Maryland, United States Jacob William Advisory Full timeJob OverviewJacob William Advisory is a dynamic and growing wealth management firm dedicated to serving clients' needs beyond their expectations. We are seeking a highly motivated and detail-oriented individual to join our team as a Client Service Associate.This role plays a critical part in supporting our Advisors and creating an exceptional customer...
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Client Service Representative
1 week ago
Cockeysville, United States Ethos Veterinary Health Full timeThe Pet+ E.R in Hunt Valley, MD is hiring a full- time Client Service Representative to join our outstanding team!About Us:Chesapeake Veterinary Referral Center and Pet+E.R. are Maryland's premier provider of veterinary specialty services, including emergency and critical care, cardiology, and internal medicine. Staffed with board-certified specialists and...
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Client Service Representative
3 weeks ago
Cockeysville, United States Ethos Veterinary Health Full timeThe Pet+ E.R in Hunt Valley, MD is hiring a full- time Client Service Representative to join our outstanding team! About Us: Chesapeake Veterinary Referral Center and Pet+E.R. are Maryland's premier provider of veterinary specialty services, including emergency and critical care, cardiology, and internal medicine. Staffed with board-certified specialists and...
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Retail Associate
4 days ago
Cockeysville, United States Buddys Pool Service Inc Full timeJob DescriptionJob DescriptionWe are seeking a Retail Associate to become an integral part of our team! You will be responsible for selling products, merchandise, and services in a retail setting in order to drive company revenue.Responsibilities:Welcome and identify customer needsExplain products and services to customersMonitor inventory to ensure product...
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Mail Services Associate
2 days ago
Cockeysville, Maryland, United States The Millennium Group Full timeMail Services AssociateAre you detail-oriented and organized? Do you have experience in a mail room or with FedEx and/or UPS? We're looking for a highly motivated individual to join our team as a Mail Services Associate.Key Responsibilities: Receive, sort, and distribute incoming mail to appropriate recipients and departments Make timely collection of...
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Retail Sales Associate
3 weeks ago
Cockeysville, Maryland, United States Buddys Pool Service Inc Full timeJob SummaryWe are seeking a highly motivated and customer-focused Retail Associate to join our team at Buddy's Pool Service, Inc. As a key member of our sales team, you will be responsible for providing exceptional customer service, selling products and services, and driving company revenue.Key ResponsibilitiesEngage with customers to understand their needs...
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Client Success Manager
7 hours ago
Cockeysville, Maryland, United States Digi Solutions Full timeJob DescriptionJob Title: Client Success ManagerCompany: Digi Solutions, LLCLocation: Hunt Valley, MarylandDescription: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, delegating tasks for...
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Healthcare Financial/Actuarial Senior Associate
4 weeks ago
Cockeysville, Maryland, United States WTW Full timeJoin Our Team as a Senior Associate in Healthcare Financial and Actuarial ServicesWe are seeking a highly skilled Senior Associate to join our team in Healthcare Financial and Actuarial Services. As a key member of our Financial Actuarial & Analytics (FAA) Community of Expertise, you will play a crucial role in delivering complex analyses and projects...
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Client Manager
3 weeks ago
Cockeysville, United States Maury Donnelly & Parr Inc Full timeClient Manager- Commercial LinesBe part of a winning team that leads the way as a Best Practices Agency in Insurance!The OpportunityBased out of Cockeysville, MD office, this full-time Client Manager position is central to the SecureCPG Team of Maury, Donnelly, & Parr (Secure CPG | Insurance for CPG).DUTIES AND RESPONSIBILITIES:Manages assigned accounts;...
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Financial Services Coordinator
6 days ago
Cockeysville, Maryland, United States Jacob William Advisory Full timeClient Service AssociateJacob William Advisory, a leading independent advisory firm, is seeking a detail-oriented and customer-focused individual to support our Advisors and deliver exceptional client experiences.This role plays a critical part in helping our Advisors build strong relationships with clients, providing personalized financial planning, and...
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Investment Management Associate
7 hours ago
Cockeysville, United States who... a staffing company Full timeINVESTMENT MANAGEMENT ASSOCIATE: BALTIMORE, MDWho Staffing is looking for an Investment Management Associate for a full-time, direct hire opportunity with our client in Baltimore, MD.Job Summary:Our client is a premier wealth management firm, empowering families to make sound financial decisions and creating confidence through long-standing client...
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Call Center Manager
3 weeks ago
Cockeysville, United States Veritas Partners - Client Full timeMulti year financial services client in search of Call Center leader in their Hunt Valley officeThe Call Center Manager will oversee 12 call center reps and 1 Assistant Manager. This role is 8 to 5PM Monday through Friday, onsite at their new Baltimore office. The calls will be focused on retail/consumer banking products: loans, deposits, checking/savings...
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Cockeysville, Maryland, United States WTW Full timeJob SummaryWe are seeking a highly skilled Senior Associate to join our Healthcare Financial and Actuarial Services team. As a key member of our team, you will be responsible for providing expert financial and actuarial analysis to clients across a range of industries.Key ResponsibilitiesDevelop and maintain in-depth knowledge of client profiles and roles,...
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Healthcare Financial/Actuarial Senior Associate
6 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...
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Service Team Associate
4 weeks ago
Cockeysville, Maryland, United States Michaels Stores Full timeJob SummaryWe are seeking a highly motivated and customer-focused Service Team Member to join our team at Michaels Stores. As a Service Team Member, you will play a critical role in delivering exceptional customer service, ensuring a positive shopping experience, and maintaining a well-organized store environment.Key ResponsibilitiesProvide exceptional...
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Sales Associate
4 weeks ago
Cockeysville, United States Boot Barn Full timeBoot Barn - 9946 York Rd [Sales Associate / Team Member] As a Sales Associate at Boot Barn, you'll: Provide an outstanding customer experience to all Boot Barn customers; Embody the Boot Barn mission, vision and values in all you do by developing selling and service skills, product knowledge, merchandising and visual presentation skills and point-of-sale...