Client Services Representative Osaic IncClient Services RepresentativeWashington, DCWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational and transactional activities through both phone and processing.
CLIENT SERVICES REP BEHAVIORAL HEALTH Whitman-Walker HealthCLIENT SERVICES REP BEHAVIORAL HEALTHWashington, DCPossess the ability to establish and maintain professional working relationships with all levels of staff, patients, and the public, and to work comfortably with people with HIV, and persons with different ethnicities, sexual orientations, gender identities, color, religions, marital status, national origin, age, disability, and veteran status. The Client Services Representative is WWH's centralized patient-facing department, which is responsible for assisting patients in the medical, dental, behavioral health, and other areas across the health center with accessing care and facilitating billing.
Junior Client Services Associate - Specialist Acorn Financial Services IncJunior Client Services Associate - SpecialistReston, VAFull timePrepare highly accurate new account paperwork, process dynamic account changes, and initiate account transfer paperwork while rigorously verifying asset transfer eligibility. Achieve and maintain an exceptionally low technical exception rate (NIGO - Not In Good Order) on all new account paperwork and critical money movement requests.
Client Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship Management Deloitte Touche Tohmatsu LtdClient Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship ManagementBaltimore, MD$151,400–$311,000 / yearDemonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients-as well as ability to leverage pre-existing network of clients or contacts in the marketplace. This compensation range is specific to New York state and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Managing Director of Client Services Contact Government Services LLCManaging Director of Client ServicesDCRemote$170,000–$210,000 / yearThe Managing Director operates as a senior advisor to clients and a trusted leader within the organization, bringing executive presence and credibility with senior stakeholders across leadership, government agencies, law firms, corporate legal departments, and strategic partners. Collaborate with Advisory Services to guide client-specific strategies related to workflows, technology, and engagement models to support delivery success and identify expansion opportunities.
Client Service Representative Trane Technologies PlcClient Service RepresentativeTowson, MD$61,496.66–$89,424.99 / yearDrives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan and customer budget planning. Responsible for working with the Service Resource Coordinators to ensure the technician's schedules and parts/materials are in place to deliver company profits and meet the customer obligations on assigned portfolio.
Client Service Associate Acorn Financial Services IncClient Service AssociateReston, VAFull timeExpertly onboard and maintain highly complex client accounts (including intricate corporate, trust, and pension structures), process high-value money movement, and handle complex estate settlement needs. Train, guide, and rigorously review the daily work of Junior Client Service Associates, intelligently prioritizing tasks and managing the overall departmental workflow.
Brokerage Registered Client Service Associate Truist BankBrokerage Registered Client Service AssociateReston, VirginiaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Brokerage Registered Client Service Associate - Manassas, VA Truist BankBrokerage Registered Client Service Associate - Manassas, VAManassas, VirginiaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Brokerage Registered Client Service Associate - Maryland Truist BankBrokerage Registered Client Service Associate - MarylandBaltimore, MarylandGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Brokerage Registered Client Service Associate - Frederick, Maryland Truist BankBrokerage Registered Client Service Associate - Frederick, MarylandFrederick, MarylandGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Virtual Client Service Advisor | Flexible Schedule Globe Life AIL - Lisa RusselVirtual Client Service Advisor | Flexible ScheduleBaltimore, MDRemoteCandidates selected to move forward should be prepared to: • Be at least 18 years of age and legally eligible to work in the United States• Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace• Complete required training and participate in virtual meetings• Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities• Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense. Receive ongoing coaching, mentorship, and advanced leadership training designed to help you grow into higher-level leadership opportunities.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateAlexandria, VARecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service & Sales Representative Boland Trane Associates Inc & Boland Trane Services IncClient Service & Sales RepresentativeLargo, MDFull timeJob Type: Full-timeWorkplace Type: OnsiteOffice Location: Largo, MDFLSA Status: Non-Exempt What you will do:Will be trained on all store processes: sales, shipping and receiving, order staging, purchasing, warranty, basic HVAC Answer client calls, identifies parts and provides support to clients in a prompt and professional mannerIdentifies and processes client orders for HVAC parts, equipment, and supplies via the internet, fax, phone and over the counterOrder required partsResponds to client's inquiries or questions regarding products Drives sales by actively making clients aware of product promotionsResponsible for maintaining transactions via the cashbox/ drawer, checks and credit cards, as well as balancing at the end of the dayResponsible for warranty administrationStocking and general appearance of the showroom. Problem solver, able to multitask, excellent interpersonal skills, client-focused, sales-driven Physical Requirements:Regularly required to use hands to operate computer keyboard, phone, reach with hands and armsFrequently required to stand, walk, and sitOccasionally required to climb or balance, stoop, kneel, crouch, and crawlSpecific vision abilities required by this job include close, distance, peripheral vision, depth perception, and ability to adjust focusMust regularly lift and/ or move up to 25lbs, frequently lift and/ or move up to 50lbs, and occasionally lift and/ or move more than 100lbs with a device We offer:Excellent pay and benefitsGreat and supportive work environmentProfessional training and growthGenerous educational assistance programRecognition and outstanding co-workers!
Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth Deloitte Touche Tohmatsu LtdTax Manager, Global Employer Services - Individual Tax Services, High Net WorthVA$105,375–$215,375 / yearA successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Experience leading the delivery of complex tax engagements, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes.
Finance Managed Services Manager - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu LtdFinance Managed Services Manager - Controllership & Record-to-Report | Financial Services IndustryWashington, DC$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
Manager Member Services Monumental Sports & EntertainmentManager Member ServicesWashington, DC$28.85–$31.25 / hourMSE's portfolio spans premier professional sports teams, world-class venues, and next-generation media properties, with marquee assets including the NHL's Washington Capitals, NBA's Washington Wizards, WNBA's Washington Mystics, NBA G League's Capital City Go-Go, Capital One Arena, and Monumental Sports Network, along with an investment in Team Liquid. Position Overview: The Manager, Membership Services is responsible for all revenue goals associated with an assigned account base of existing WNBA Washington Mystics season ticket members, focusing on customer service, renewals and retention, new business referrals, add-ons and upgrades.
Manager, UX Product Design - Global Employer Services Technology Deloitte Touche Tohmatsu LtdManager, UX Product Design - Global Employer Services TechnologyVA$131,175–$249,250 / yearAs a Manager, UX Product Design, you will lead design across a portfolio of internal enterprise platforms that support Deloitte Tax's technology delivery, spanning compliance and governance tools, delivery optimization applications, used by clients and tax professionals to deliver an unparalleled Global Mobility experience. 5+ years of experience designing enterprise B2B SaaS, cloud infrastructure, or data-intensive operational platforms, with end-to-end ownership from concept through launch, including experience in regulated or high-stakes environments where accuracy and auditability are critical.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerBaltimore, MD$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Managed Services HR Payroll - Director PwCManaged Services HR Payroll - DirectorWashington, DC$155,000–$410,000 / yearAs a workforce consulting generalist at PwC, you will provide clients with comprehensive support and drive end-to-end organisation and talent transformation initiatives to support the overall strategy of the organisation, applying a breadth of understanding of organisational and workforce consulting solutions across topics such as workforce strategy, talent development, rewards, organisational design to improve employee experience and organisational effectiveness. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .