Professional Services Tax Manager WithumProfessional Services Tax ManagerColumbia, MD$120,000–$180,000 / yearAs a Tax Manager based out of our Boca Raton, FL, Columbia, MD, New York City, NY, Orlando, FL, or Tysons Corner, VA office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
Associate - Client Onboarding and Regulatory Data Services Operations Morgan StanleyAssociate - Client Onboarding and Regulatory Data Services OperationsBaltimore, MarylandOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We're seeking someone to join our team as an Associate in the Client Onboarding and Regulatory Data Services (CORDS) team to to support control functions, oversee vendor activities, coordinate post-account opening setups, and manage client information throughout the client's lifecycle with Morgan Stanley.
Technical Services Manager - Video Careers Across ETP & Our Family of BrandsTechnical Services Manager - VideoColumbia, MarylandEventEQ is seeking a Technical Services Manager - Video to lead technical planning, team coordination, and execution for live event video services across a wide range of productions. If you are a collaborative leader with strong video production knowledge, crew management experience, and a passion for live events, this is your opportunity to help drive high-impact productions while growing your career with EventEQ.
Associate - Client Onboarding And Regulatory Data Services Operations Morgan StanleyAssociate - Client Onboarding And Regulatory Data Services OperationsBaltimore, MD$51,000–$82,500 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We're seeking someone to join our team as an Associate in the Client Onboarding and Regulatory Data Services (CORDS) team to to support control functions, oversee vendor activities, coordinate post-account opening setups, and manage client information throughout the client's lifecycle with Morgan Stanley.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociatePasadena, MarylandGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeParkville, MarylandAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .
NewClient Services Director Everise Holdings Pte LtdClient Services DirectorMDRemote$130,000–$140,000 / yearWorking cross-functionally with Operations, Finance, Technology, and other internal teams, this role ensures service delivery is timely, accurate, and aligned with client expectations while identifying opportunities to strengthen partnerships and drive business growth. This role serves as the primary point of contact for clients, overseeing day-to-day communications, ensuring successful delivery of Everise solutions, and maintaining strong client relationships.
Client Service Representative (Hyattsville) Atlantic Union BankClient Service Representative (Hyattsville)Hyattsville, MDPartner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management). The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Client Service Representative (Severna Park) Atlantic Union BankClient Service Representative (Severna Park)Millersville, MDPartner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management). The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Client Service Executive - Employee Benefits GallagherClient Service Executive - Employee BenefitsHunt Valley, MarylandFull timeFurther responsibilities include; Growing and profitably managing an assigned group of client accounts successfully, Building relationships with existing clients by providing exceptional ongoing customer care, Seeking referrals from current client base to solicit new business prospects, and Securing existing business and actively driving the sale of additional services. How you'll make an impact : The Client Service Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts of moderate to high complexity.
Brokerage Registered Client Service Associate - Maryland Truist Financial CorporationBrokerage Registered Client Service Associate - MarylandColumbia, MD$60,000–$75,000 / yearGeneral 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. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Client Service Coordinator AmeripriseClient Service CoordinatorOwings Mills, MarylandRemote$70,000–$80,000 / yearAt Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We are looking for the best fit for our culture that can step in and apply their knowledge right away to help support our advisors in providing the best client experience we can.
Client Service Specialist I Hydrasearch Company LLCClient Service Specialist IStevensville, MD$21–$26 / hourPart timeTo that end, personal information will be collected solely for those legitimate business purposes recognized by law, and then maintained in a manner consistent with all applicable laws and regulations pertaining to document retention requirements. You will manage the lifecycle of client interactions, from initial inquiry and technical quoting to order fulfillment and post-delivery support.
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.
Client Service Associate - Greenbelt, MD Advisor Talent SolutionsClient Service Associate - Greenbelt, MDGreenbelt, MarylandPosition: Client Service Associate Firm: Stuart Financial Group Location: Greenbelt, MD Overview: Stuart Financial Group based in Greenbelt, MD , is a boutique and independent financial and legacy planning firm exclusively serving retirees and soon-to-be retirees in the greater DC Metro area. Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.
Remote Customer Service & Client Support Agent – Work From Home The Gainey AgencyRemote Customer Service & Client Support Agent – Work From HomeBaltimore, MDRemoteWe are seeking individuals who are motivated, coachable, and interested in a flexible work-from-home opportunity within the financial services industry. Must be authorized to work in the U.S. Ability to obtain a state life insurance license (training provided; licensing costs may apply).
Client Service Associate - Surety GallagherClient Service Associate - SuretyHanover, MarylandFull timeSupport New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients. Introduction : At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.
Client Service Coordinator Hair Club for Men, LLCClient Service CoordinatorColumbia, MD$20 / hourPart timeHairClub strives to foster an environment where our employees feel respected, valued and empowered, and our team members are at the forefront in helping us promote and sustain an inclusive workplace. Actively manages scheduling activities including advance booking, wait times, optimize schedule, service accuracy, appointment ticket accuracy, and appointment confirmations.
Field Services Manager PregisField Services ManagerBaltimore, MDExceptional interpersonal skills and the ability to effectively engage with every level of customer, including senior level clients, internal customers (Pregis directors, managers, and service staff peers). In addition to managing the technical team, the Field Service Manager will partner with the Regional Sales Manager to understand the commercial strategy and to ensure successful execution in the assigned region.
Energy Efficiency Client Intake Specialist Elysian EnergyEnergy Efficiency Client Intake SpecialistLaurel, MD$20–$25Now accepting applications for an Energy Efficiency Client Intake Specialist to serve as the first point of contact for customers seeking energy efficiency services and solutions. This role is responsible for screening applicants, recording and verifying required documentation, determining eligibility, and guiding clients through the first step of the home performance process.