Client Onboarding Specialist

3 weeks ago


Rockville, Maryland, United States Rose Financial Solutions LLC Full time

**Overview**

Rose Financial Solutions LLC is a company that provides financial clarity to its clients through Easby, a system of engagement built on enterprise-grade, hyper-automation technology. We are seeking a Client Relationship Specialist to join our team.


The successful candidate will be responsible for full cycle client relations, maintaining client contacts and roles, ensuring continued information security, and project managing and resolving client issues. They will also communicate internally with teams and externally with clients, create and maintain documentation and reporting, and coordinate meetings with internal and external teams.


The estimated annual salary for this position is $75,000-$95,000, depending on skills, experience, and merit. Our company offers competitive compensation plan, long-term growth opportunities, and comprehensive benefits including health insurance subsidies up to 80%.



  • Rockville, Maryland, United States Rose Financial Solutions LLC Full time

    **About Us**Rose Financial Solutions LLC is a Finance as a Service (FaaS) leader, harmonizing People, Process, Technology, Organization, and Data to empower our clients. We achieve this by providing financial clarity through Easby, a system of engagement built on enterprise-grade, hyper-automation technology.We are seeking a Client Relationship Specialist...


  • Rockville, Maryland, United States Rose Financial Solutions LLC Full time

    **Job Description**Rose Financial Solutions LLC is a leading provider of finance solutions, supporting companies' back offices by harmonizing People, Process, Technology, Organization, and Data. We are seeking a Client Relationship Specialist to join our team.The successful candidate will be responsible for creating a seamless client experience from...


  • Rockville, Maryland, United States Kendall Capital Managment Full time

    At Kendall Capital Management, we strive to deliver exceptional wealth management services to our clients. We are seeking a highly motivated and detail-oriented individual to join our team as a Client Relations Specialist.The successful candidate will have excellent interpersonal and communication skills, both written and verbal. They will be able to build...


  • Rockville, Maryland, United States Payroll Network Full time

    About UsPAYROLL NETWORK is a leading provider of payroll and HR solutions. Our mission is to deliver exceptional client service and support, ensuring our clients' success.We are seeking an experienced Client Retention Specialist to join our team. As a key member of our client success team, you will be responsible for building and maintaining strong...


  • Rockville, Maryland, United States Service Corporation International Full time

    About the RoleThis Client Service Specialist position at Service Corporation International is an exciting opportunity for a sales professional to join a dynamic team and make a meaningful difference in the lives of families and communities.Responsibilities:Lead generation and prospecting for new business opportunitiesBuild and maintain relationships with...


  • Rockville, Maryland, United States MJH Life Sciences Full time

    ResponsibilitiesThe Strategic Client Relations Specialist will be responsible for developing and implementing strategies aligned with the strategic plan/goals of societies, working collaboratively across Meetings, Membership, Marketing, Development, and Education teams. This includes building and maintaining strong relationships with society members,...


  • Rockville, Maryland, United States Sandy Spring Bancorp Full time

    ResponsibilitiesThis role is responsible for managing a portfolio of commercial clients and acting as the primary contact for assigned clients. You will develop new business opportunities through needs-based selling techniques and maintain positive relationships with internal contacts.You will also be responsible for working closely with our commercial...


  • Rockville, Maryland, United States The Law Offices of Josephia Rouse Full time

    As a Legal Intake Specialist at The Law Offices of Josephia Rouse, you will play a pivotal role in enhancing our sales potential by effectively screening and filtering potential new clients.The primary responsibility of this position is to optimize the firm's sales process by ensuring that only qualified leads are scheduled for appointments with our Sales...


  • Rockville, Maryland, United States Hunter Recruitment Advisors Full time

    Job DetailsAt Hunter Recruitment Advisors, we are seeking an organized and detail-oriented Service Experience Coordinator to support our client base in Rockville, MD.You will be responsible for managing multiple tasks simultaneously, including answering calls, providing information to technicians, and maintaining accurate records.This is a rewarding...


  • Rockville, Maryland, United States Mid-Atlantic Permanente Medical Group PC Full time

    The Mid-Atlantic Permanente Medical Group PC seeks a dedicated Regulatory Compliance Specialist to join our Legal department. This is a full-time opportunity that offers a competitive compensation package and the chance to make a positive impact on the health and lives of over 800,000 members in Virginia, Maryland, and the District of Columbia.As an IRB and...


  • Rockville, Maryland, United States Global Alliant Inc Full time

    **Job Title:** Cloud Engineer Specialist**Company Overview:** Global Alliant, Inc. is a leading provider of innovative solutions.**Salary:** Up to $130,000 per year, based on experience and qualifications.**Job Description:The DevOps/SecOps Engineer will work with modern cloud infrastructure and CI workflow automation. Key responsibilities include building...


  • Rockville, Maryland, United States EdClub Full time

    Job SummaryWe are seeking a skilled Customer Success Specialist to join our team! As a key member of our customer-facing department, you will be responsible for ensuring maximum software utilization, developing healthy customer relationships, and driving customer satisfaction.


  • Rockville, Maryland, United States Wyndy LLC Full time

    At Wyndy LLC, we are seeking a highly motivated and safety-conscious School Transportation Specialist to join our team. Located in Rockville, MD, this position offers an excellent opportunity to contribute to the well-being and education of students.We require the ideal candidate to have a strong commitment to ensuring the safe and timely transportation of...


  • Rockville, Maryland, United States Travel Nurses, Inc. Full time

    We are seeking a highly skilled Mobile Interventional Radiology Specialist to join our team at Travel Nurses Inc. in Rockville, Maryland.**Job Description:**As an Interventional Radiology Technologist, you will be responsible for performing diagnostic and therapeutic procedures using imaging technologies such as X-ray, CT scans, and...


  • Rockville, Maryland, United States ABM Industries, Inc. Full time

    About ABM Industries, Inc.ABM Industries, Inc. is a leading provider of integrated facility solutions. Our company offers a range of services, including property management and maintenance, security services, and more.Job Requirements:Must have excellent communication and organizational skillsAbility to manage multiple tasks and prioritiesProven track record...


  • Rockville, Maryland, United States Computer Packages Inc. Full time

    At Computer Packages Inc., we are committed to providing comprehensive training and support to our employees.">Our ideal candidate will have recent or upcoming graduation from a reputable institution and customer service experience.The successful candidate will be offered an excellent salary and benefits package, with strong opportunities for growth and...


  • Rockville, Maryland, United States Ulta Beauty Full time

    **Key Responsibilities**The Beauty Advisor will be responsible for:Providing exceptional customer service, including greeting and engaging with guests, answering questions, and processing transactions.Maintaining knowledge of products and services offered by Ulta Beauty.Recommending products and services to guests based on their needs and...


  • Rockville, Maryland, United States Delta-T Group Inc. Full time

    Behavioral Health Care SpecialistWe are seeking a highly motivated and experienced Behavioral Health Care Specialist to join our team in the Rockville area.In this role, you will work closely with clients, providing direct support and supervision, as well as completing documentation of client behavior and participation in programming.The ideal candidate will...


  • Rockville, Maryland, United States NavitsPartners Full time

    About the RoleThe Public Health Specialist will be responsible for performing STI/HIV testing, taking client vital signs, and documenting test results accurately. They will also provide pre- and post-test counseling and educate clients on STI/HIV prevention.

  • Caregiver Specialist

    4 weeks ago


    Rockville, Maryland, United States Delta-T Group Inc. Full time

    We are seeking a dedicated Caregiver Specialist to join our team in the Rockville area. As a member of our staff, you will be responsible for providing supervision, safety, and crisis management to individuals in need.Key responsibilities include:Providing individualized support to clients with varying levels of abilitiesDocumenting client behavior and...