Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesBethesda, MD$141,000–$290,000 / yearCPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
Tax Senior Associate Or Supervisor - Private Client Services WeaverTax Senior Associate Or Supervisor - Private Client ServicesBethesda, MD$90,000–$143,000 / yearA Senior Associate or Supervisor on the Private Client Services team plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision. They are a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.
Manager / Senior Manager, Client Services True North InsightsManager / Senior Manager, Client ServicesWashington, DC$86,000–$95,000 / yearOne day you may be partnering with your team to deliver a time-sensitive investment diligence project, and the next coaching team members, refining operational strategy, or collaborating across global offices to drive better outcomes for clients and employees alike. At True North Insights, you'll be part of one of the fastest-growing expert networks, partnering with leading healthcare and life sciences companies, institutional investors, and management consulting firms on their most important research initiatives.
Account Coordinator - Client Services (Contingent) Altarum InstituteAccount Coordinator - Client Services (Contingent)Silver Spring, MDRemote$42,640–$53,726.40 / yearWe combine our expertise in public health and health care delivery with technology development and implementation, practice transformation, training and technical assistance, quality improvement, data analytics, and applied research and evaluation. This role puts you at the center of how our teams and client relationships operate day to day - supporting the people and projects that keep our work moving and contributing directly to new business and growth.
Entry Level Remote Client Services – Training Provided AO Globe LifeEntry Level Remote Client Services – Training ProvidedPasadena, MDRemoteFull timeWe provide a steady stream of high-quality leads, allowing you to focus on what you do best—building relationships and closing deals. Are you an experienced and motivated individual looking to elevate your career in customer service and sales management?
Tax Director - Private Client Services WeaverTax Director - Private Client ServicesBethesda, MD$200,000–$300,000 / year9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
Client Service Representative-Floater (Oxon Hill Branch) Atlantic Union BankClient Service Representative-Floater (Oxon Hill Branch)Oxon Hill, 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-Floater (Tysons Branch) Atlantic Union BankClient Service Representative-Floater (Tysons Branch)Vienna, VAPartner 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.
Brokerage Registered Client Service Associate - Maryland Truist Financial CorporationBrokerage Registered Client Service Associate - MarylandBethesda, 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.
Brokerage Registered Client Service Associate Truist Financial CorporationBrokerage Registered Client Service AssociateReston, VA$58,000–$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.
NewBrokerage Registered Client Service Associate - Alexandria, VA Truist Financial CorporationBrokerage Registered Client Service Associate - Alexandria, VAAlexandria, VA$58,000–$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.
Intern – Private Client Service – 2027 AndersenIntern – Private Client Service – 2027Washington, District of ColumbiaFull timeIntern responsibilities include: Assisting with research of tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues; Participating and aiding in select phases of tax compliance engagements, including individual, estate, gift and fiduciary tax returns; Work as part of a team of problem solvers with vast consulting and industry experience, helping our clients solve complex business issues. The Requirements: Pursuing a Bachelor’s degree in Accounting, Finance, Economics or related field and/or an advanced degree in Accounting, Taxation, JD or LLM; Eligible students should be in their 3rd year of a 4-year degree program or in their 4th year of a 5-year degree program.
Executive Client Service Associate Financial EnginesExecutive Client Service AssociateFairfax, VA$73,000–$102,000 / yearRecognized 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.
Veterinary Client Service Representative Thrive GermantownVeterinary Client Service RepresentativeGermantown, MD$20–$24 / hourFull timeToday, its network of 360+ primary, emergency, and specialty hospitals across the U.S. cares for pets of all ages and health needs, while portfolio companies provide tools and technology that help veterinary teams work smarter and deliver better care. For pet owners, convenient solutions such as a mobile app, Thrive Plus membership, HereFurYou Helpline, online booking, and flexible financial options make accessing quality care simpler— giving families the peace of mind their pets deserve.
NewVeterinary Client Service Representative - Dermatology Dermatology for AnimalsVeterinary Client Service Representative - DermatologyRockville, MD$19–$21 / hourFull timeYour life-changing work will range from warmly welcoming clients and coordinating appointments, to facilitating clear communication between pet parents and the medical team, managing check-ins and check-outs, processing payments, and supporting the smooth flow of patient care. Today, its network of 360+ primary, emergency, and specialty hospitals across the U.S. cares for pets of all ages and health needs, while portfolio companies provide tools and technology that help veterinary teams work smarter and deliver better care.
Client Support Specialist QTS Realty Trust, Inc.Client Support SpecialistAshburn, VALead the Renewal Review process by coordinating cross-functional audits and physical site reviews with the Critical Operations Team (COT), Operations Support, and Facilities teams; validating customer services and data; identifying risks and discrepancies; and providing accurate information to support contract renewals, upgrades, customer growth opportunities, and revenue retention efforts. Partner with internal teams to maintain data integrity and ensure the accuracy and consistency of customer records across Salesforce, ServiceNow, contracts, reporting tools, and other operational systems, proactively identifying and resolving discrepancies that impact customer service, reporting, and business operations.
Customer Service - IT Vendor Services Woodside Staffing SolutionsCustomer Service - IT Vendor ServicesWashington, DCOur client is looking for a Customer Service Representative / Coordinator for the Network Operations Center to lead the coordination of site visits for technology vendors performing services such as internet installations, structured cabling, and site surveys. To support this effort, we are seeking four (4) qualified Customer Service Representatives (CSRs) with strong organizational abilities and excellent customer service skills to assist in the coordination and execution of these activities.
Business Development Manager, Securities and Financial Services WilmerHaleBusiness Development Manager, Securities and Financial ServicesWashington, DC$162,700–$203,400Full timeOur lawyers work at the intersection of government, technology and business, and we remain committed to our guiding principles of providing quality, excellent legal and client services; developing diversity among our lawyers and staff and cultivating an environment that promotes an ambitious spirit, collaboration and collegiality by drawing on the extraordinary talents and dynamic experience of our lawyers. Clients and Markets assists SFS and the firm’s legal departments with identifying and pursuing qualified opportunities for gaining new and expanding existing client relationships, and with planning and executing a wide range of strategic business development and marketing activities.
Sr Client Relationship Manager FREEMANSr Client Relationship ManagerAlexandria, VA$85,000–$99,000 / yearIncluding outbound sales calls, prospect customers through cold call sales and referrals, lead follow-up and sales qualification to ascertain affiliate requirements. With a data-driven approach and the industry’s largest network of experts, The Freeman Company's insights shape exhibitions, exhibits, and events that drive audiences to action.