Client Services Professional
5 days ago
At MV Financial Group, we are seeking a highly skilled Client Services Professional to join our team. As a key member of our operations department, you will play a critical role in delivering exceptional client service and support.
About the RoleThis is a full-time position that offers a competitive salary range of $65,000 - $85,000 per year, depending on experience. Benefits include health, dental, 401(k) matching, and more.
Key Responsibilities- Interface directly with clients to complete service requests and resolve any issues that may arise.
- Assist in coordinating operational procedures, including reporting and cash management within client accounts.
- Work closely with our financial advisers to provide essential support and maintain high-quality client relationships.
- Manage data within portfolio management software, ensuring accurate reconciliations and timely completion of tasks.
- Collaborate with various programs, including Microsoft Office, Tamarac, and Emoney Advisor.
Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm are required. Prior experience working with portfolio management software is also essential.
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Client Service and Operations Specialist
4 days ago
Rockville, Minnesota, United States MV Financial Group, MV Capital Management Inc. Full timeJoin MV Capital Management Inc. as a Client Service and Operations SpecialistThis exciting opportunity allows you to utilize your skills in client servicing and operations to contribute to the success of our company. As a key member of our team, you will work closely with our financial advisors to deliver top-notch services to our valued clients.To excel in...
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Intake and Client Services Coordinator
4 days ago
Rockville, Minnesota, United States Z Family Law Full timeJob DescriptionWe are Z Family Law, a dynamic and innovative family law firm committed to providing exceptional services to our clients. We are seeking an experienced Sales & Client Engagement Specialist to join our team and help drive business growth.In this role, you will be responsible for:Qualifying and converting leads into consultationsProviding...
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Tax Professional
4 days ago
Rockville, Minnesota, United States Cole Tax Services Full timeJob OpportunityWe are seeking an experienced tax professional to join our team at Cole Tax Services. As a Tax Accountant, you will be responsible for preparing individual tax returns and providing excellent customer service.**About the Role**This is a part-time, flexible position working during normal business hours. You must have a minimum of two years...
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Client Onboarding Specialist
4 days ago
Rockville, Minnesota, United States The Law Offices of Josephia Rouse Full timeAbout the RoleIn this role, you will play a key part in our firm's success by identifying and qualifying potential new clients. You will work closely with our sales team to ensure that only high-quality leads are scheduled for appointments, maximizing the likelihood of successful sales.As an Intake Specialist, you will be responsible for streamlining our...
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Residential Plumbing Service Professional
4 weeks ago
Rockville, Minnesota, United States James Vito, Inc. Full timeCompany OverviewVito Services is a leading provider of residential plumbing solutions in the Washington, DC metropolitan area. With a commitment to excellence and customer satisfaction, we offer top-notch products and services that meet the evolving needs of our clients.We pride ourselves on hiring the best professionals who share our vision of delivering...
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Licensed Mental Health Professional
4 days ago
Rockville, Minnesota, United States PsychoGeriatric Services Full timeAbout PsychoGeriatric ServicesPsychoGeriatric Services (PGS) is a leading mental health organization with over 30 years of dedicated service to patients in nursing homes, assisted living, and other long-term care facilities. We are a growing team of highly qualified professionals across Maryland, Virginia, Pennsylvania, and Washington DC.Job OverviewWe are...
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Service Consultant/Sales Professional
6 days ago
Rockville, Minnesota, United States James Vito, Inc. Full timeAt James Vito, Inc., we offer a competitive base salary of $**65,000 - $80,000 per year**, with aggressive commission plans based on sales performance. We believe in recognizing and rewarding our top performers, who are among the highest paid technicians in the DC, Maryland, Virginia area.Job OverviewWe're a dynamic company that values teamwork, ongoing...
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Sales and Client Engagement Expert
4 days ago
Rockville, Minnesota, United States Z Family Law Full timeAbout the RoleWe are seeking an experienced Sales & Client Engagement Specialist to join our team at Z Family Law. In this role, you will be responsible for developing and executing a sales strategy to attract new clients and grow our business. If you have a passion for sales and a drive to succeed, we want to hear from you!Key Responsibilities:Develop and...
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Financial Services Professional
4 weeks ago
Rockville, Minnesota, United States Lafayette Federal Credit Union Full timeAbout UsLafayette Federal Credit Union is a dynamic and inclusive financial institution dedicated to serving the Washington Metropolitan area. We strive to provide exceptional member experiences, fostering a culture of teamwork, diversity, and community involvement.Job SummaryWe are seeking an experienced Member Service Representative to join our team at our...
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Client Experience Specialist
5 days ago
Rockville, Minnesota, United States Addison Group Full timeTo excel as a Candidate for this Role, one must possess strong interpersonal and leadership skills, staying adaptable in a dynamic work environment. The ideal candidate will have experience working with clients from diverse sectors, utilizing effective communication techniques to deliver exceptional service. Key responsibilities include swiftly resolving...
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Client Liaison Specialist
5 days ago
Rockville, Minnesota, United States FYZICAL Therapy and Balance Centers Full timeAbout the JobWe are an innovative physical therapy facility that prioritizes individualized care and uses cutting-edge tools to provide exceptional patient experiences. As a Client Liaison Specialist, you will play a vital role in ensuring seamless communication between patients and healthcare professionals.Key ResponsibilitiesManage patient scheduling and...
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Law Firm Client Onboarding Specialist
4 days ago
Rockville, Minnesota, United States The Law Offices of Josephia Rouse Full timeAbout UsWe are a rapidly expanding family law firm focused on delivering customized solutions for our clients. As a member of our team, you will play a critical role in streamlining our case management process, ensuring seamless communication, and driving business growth.Compensation:$50,000Key ResponsibilitiesPromote effective client relationships by...
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Representant(e) de Service à la Clientèle
4 weeks ago
Rockville, Minnesota, United States Regency Management Services, LLC Full timeÀ Regency Management Services, LLCNous recherchons un professionnel chevronné en service à la clientèle pour rejoindre notre équipe. En tant que Representant(e) de Service à la Clientèle, vous serez l'intermédiaire principal entre nos clients et notre entreprise.Les tâches principales incluent:Répondre aux appels téléphoniques, aux courriels et...
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Financial Reporting Professional
4 days ago
Rockville, Minnesota, United States Cole Tax Services Full timeJob OverviewCole Tax Services is seeking an experienced Tax Accountant to join our team on a part-time basis.This role involves preparing and reviewing individual tax returns, researching tax-related issues, and maintaining accurate records and reports.The ideal candidate will have a strong background in taxation, excellent organizational and communication...
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Rockville, Minnesota, United States HealthEcareers - Client Full timeJob Overview:A locums obstetrics/gynecologist is wanted for a position in Maryland. This opportunity allows you to enjoy the locum tenens lifestyle while receiving support from Weatherby Healthcare every step of the way. If you are interested in this opportunity, please contact one of our consultants to discuss available dates and details.Key...
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Culinary Professional
4 days ago
Rockville, Minnesota, United States National Lutheran Communities & Services Full timeCook Job DescriptionAt National Lutheran Communities & Services, we're seeking a skilled Cook to join our dedicated team. This role is perfect for a detail-oriented culinary professional who is passionate about creating nutritious and delicious meals.We believe that wholesome, well-prepared meals play a vital role in the healing and well-being of our...
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Senior Skincare Professional
6 days ago
Rockville, Minnesota, United States white flint dental associates Full timeJob OverviewWe are expanding our team at White Flint Dental Associates and looking for a highly skilled Licensed Master Esthetician to provide exceptional services to our valued clients.CompensationThe estimated annual salary for this position is around $60,000-$80,000, depending on experience.Key ResponsibilitiesProvide high-quality, results-driven facial...
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Tax Professional Lead
4 weeks ago
Rockville, Minnesota, United States GPAC Full timeLeading Tax Professionals in MarylandA prestigious CPA firm based in the Maryland area is seeking a highly experienced Tax Manager to oversee its tax team. With a strong focus on delivering exceptional client service and expertise, this dynamic firm offers numerous opportunities for professional growth.Key Responsibilities:Direct a team of skilled tax...
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Support Professional Specialist
3 days ago
Rockville, Minnesota, United States Delta-T Group Inc. Full timeJob OpportunitySUMMARY OF THE OPPORTUNITY:We are seeking a Support Professional to provide supervision, safety and crisis management for our clients in the Rockville area. The ideal candidate will have a strong ability to work independently and as part of a team.JOB RESPONSIBILITIES:Complete documentation of client behavior and participation in...
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Audit and Assurance Professional
6 days ago
Rockville, Minnesota, United States Sarfino & Rhoades LLP Full timeAbout the CompanySarfino and Rhoades LLP is a Rockville, Maryland-based firm of certified public accountants (CPAs) serving businesses, individuals, and nonprofit organizations in the areas of auditing, accounting, taxation, and general consulting.We have been serving clients in the Washington and Baltimore metropolitan areas for over 50 years, and we are...