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Jobs

Client Service Coordinator Boland Trane Associates Inc & Boland Trane Services Inc

Client Service Coordinator
Gaithersburg, MD
  • Full time

Office Location: Gaithersburg, MDFLSA Status: Non-Exempt What you will do:Always provide excellent client service to all internal and external clientsAnswer telephones and email messages in friendly, prompt, and professional mannerMonitor phone lines and help the next call in the queueReceive and convey important information in a timely fashion Process, schedule and follow up on quoted jobs from the time they are routed until they are sent to billingProcess, schedule and follow up on contracted service inspectionsProcess daily and weekly time for Service Technicians and ApprenticesEnsure by the end of the day that each technician is informed of their schedule for the following dayUtilize all functions within Wennsoft, SharePoint, and other utilized software systemsMonitor and respond to all email and voicemail messages received by Command Center and yourself in a timely fashionAssist all Service Technicians and Apprentices continually; updating contract obligations, maintaining their schedules, issuing purchase orders for supplies/ parts ordered, verify accurate time entries, and proactively assisting with client communications. Why Boland:Named "Best Place to Work" by Washington Business Journal 19 timesIndustry leader in advanced HVAC technologyStrong culture of training, growth, and support Client Service Coordinator: Coordination of internal and external client service requests.

20 days ago

Client Service Administrator / Associate Lift Business Resources

Client Service Administrator / Associate
Reston, VA
  • $55,000–$66,000 / year

The Client Service Administrator is a critical, in-person support role responsible for maintaining client files, preparing reports, facilitating client communications, scheduling meetings, and resolving client service inquiries. This is an entry to mid-level, task-oriented administrative role that plays an important part in supporting the advisory team and delivering a seamless client experience.

15 days ago

Intern – Private Client Service - 2027 Andersen

Intern – Private Client Service - 2027
McLean, Virginia
  • Full time

Intern 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.

8 days ago

Intern – Private Client Service – 2027 Andersen

Intern – Private Client Service – 2027
Washington, District of Columbia
  • Full time

Intern 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.

8 days ago

Client Service Coordinator - DC Adams Morgan Medical Management International

Client Service Coordinator - DC Adams Morgan
Adams Morgan, District of Columbia

Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.

30+ days ago

Client Service Associate – Travel (Remote) Homebasedcareersintravel

Client Service Associate – Travel (Remote)
Takoma Park, Maryland
Remote

In this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .

29 days ago

Executive Client Service Associate Financial Engines

Executive Client Service Associate
Fairfax, VA
  • $73,000–$102,000 / year

Recognized 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.

30+ days ago

Brokerage Client Service Associate - Fairfax, VA Truist Bank

Brokerage Client Service Associate - Fairfax, VA
Fairfax, Virginia
  • $58,000–$75,000 / year

General 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.

30+ days ago

Brokerage Registered Client Service Associate Truist Bank

Brokerage Registered Client Service Associate
Reston, Virginia

General 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.

10 days ago

Client Service Associate, GC Wealth General Catalyst

Client Service Associate, GC Wealth
Washington

With offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto. The Client Service Associate (CSA) is a key member of the GC Wealth team, supporting the delivery of high-quality service and efficient execution of client needs.

30+ days ago

Client Service Administrative Assistant Edelman Financial Engines

Client Service Administrative Assistant
Fairfax, Virginia
  • $45,000–$60,000 / year

Recognized 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.

19 days ago

Veterinary Client Service Representative Thrive Germantown

Veterinary Client Service Representative
Germantown, MD
  • $20–$24 / hour
  • Full time

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. 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.

10 days ago

Client Service & Sales Representative Boland Trane Associates Inc & Boland Trane Services Inc

Client Service & Sales Representative
Largo, MD
  • Full time

Job 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!

20 days ago
Allied Universal logo

Security Officer - Patrol Client Service Allied Universal

Security Officer - Patrol Client Service
Leesburg, Virginia

As an Unarmed Patrol Officer in a healthcare location, you will monitor and patrol assigned areas, stay visible to help discourage security-related incidents, and deliver outstanding customer service and communication. Provide customer service to staff, patients, and visitors by carrying out security-related procedures, site-specific policies, and/or emergency response activities appropriate to a healthcare location.

30+ days ago

Client Service Representative Vicar Operating dba VCA

Client Service Representative
Centreville, Virginia

The CSR is the hub around which the hospital operates and is responsible for: Providing exceptional customer service by greeting clients, answering phones, and escorting clients and their pets to exam rooms. We offer competitive compensation along with great benefits for eligible employees, including generous personal pet care discounts, opportunities for professional growth, and access to VCA's extensive network of hospitals and learning resources.

18 days ago

Veterinary Client Service Representative Metropolitan Animal Emergency and Specialty Center

Veterinary Client Service Representative
Rockville, MD
  • $19–$23 / hour
  • Full time

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. 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.

17 days ago

Client Service Representative VCA Old Town Animal Hospital Vicar Operating dba VCA

Client Service Representative VCA Old Town Animal Hospital
Alexandria, Virginia

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

17 days ago

Executive Client Service Associate Edelman Financial Engines

Executive Client Service Associate
Fairfax, Virginia

Recognized 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.

19 days ago

Client Service Coordinator, Part Time Day Shift, Home Assistance Adventist HealthCare

Client Service Coordinator, Part Time Day Shift, Home Assistance
Silver Spring, MD
  • $21.02–$28.03 / hour

Nicotine products" include, but are not limited to: cigarettes, cigars, pipes, chewing tobacco, e-cigarettes, vaping products, hookah, and nicotine replacement products (e.g., nicotine gum, nicotine patches, nicotine lozenges, etc.). Those testing positive are given the opportunity to re-apply in 90 days, if they can truthfully attest that they have not used any nicotine products in the past ninety (90) days and successfully pass follow-up testing.

28 days ago

Client Service Specialist Paul Hastings

Client Service Specialist
Washington

In this capacity, the Client Service Specialist will: Maintain a consistent physical presence required to facilitate an interactive and collaborative environment ensuring that assignments, cross-training, and peer level support are optimized to provide seamless support; Coordinate legal practice tasks and projects; Manage the legal and administrative practices of attorneys and facilitate service levels that meet client requirements; Coordinate administrative functions and facilitate completion of tasks including such as finance/billing-related tasks, time and expense entry, opening of new matters, client presentations, meetings, and other administrative projects as assigned; Coordinate with and delegate to Firm resources including Document Processing Services, Williams Lea, Client Service Center, practice support, or similar departments in international offices in the handling of tasks and projects; Prepare complex legal documents and correspondence; File with appropriate court or agency; Apply subject matter expertise in coordination of legal practice tasks and projects; and Maintain client materials in document management system; Coordinate support through the Finance Department including editing and reviewing client bills, correct time entry, and promote time entry best practices; Review and support of the client billing process to include proofreading, application of task codes and matter management skills, coinciding math aptitude and skills to support rates, rate changes, write-offs, preparation of expense reporting and audits as required, maintenance and consistency with billing protocols, and other accounting functions; Assist in coordinating and planning client events to ensure seamless execution and positive client experiences; Work individually and in a team environment to provide support to timekeepers and ensure business continuity; Work overtime as required; and. Proficiencies: Advanced ability to organize, prioritize, coordinate, delegate, and work as part of a team; Advanced to expert proficiency in rules of English grammar, spelling and punctuation; Advanced proficiency in MS Word and document editing/comparison applications; Advanced proficiency in MS Outlook and web-based conference call/web-sharing applications; Advanced proficiency in MS Excel and spreadsheet/database applications; Advanced proficiency in MS PowerPoint and presentation applications; Advanced knowledge of time keeping, expense processing, and legal billing; Advanced knowledge of relevant jurisdictional/court/agency processes and procedures; Advanced proficiency in document management applications; Proven ability to function as a coordinator with other firm-wide departments with necessary communication skills to transfer instructions/data, verify results, resolution of conflict and delivery or results; and.

30+ days ago
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