- HUB International (Bethesda, MD)
- …are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in ... + Run reports and provide status updates to senior client service associate (s) on new...services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but… more
- Bank of America (Annapolis, MD)
- Wealth Management Client Associate Annapolis, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... results focused and effective **Position Overview:** The **Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Community Clinic Inc. (Silver Spring, MD)
- …way to a more equitable health care system for everyone. POSITION SUMMARY: The WIC Client Services Associate assists with the delivery of WIC services at a ... diploma or GED. + Experience in health or human service delivery providing client information, referral services,...Extensive benefits plan + Generous PTO Plan + 403B Retirement Plan + Employer match up to 4% +… more
- VCA Animal Hospitals (Hollywood, MD)
- VCA Three Notch Animal Hospital located in Hollywood, MD is looking for a fulltime " Client Service Representative PM Lead" who enjoys being part of a supportive ... and dedicated team that focuses on quality patient care and excellent client service . This individual will be responsible for helping to grow and develop a team… more
- Compass Group, North America (Halethorpe, MD)
- Canteen + We are hiring immediately for a Client Service Manager position. + This role will require travel to account locations. Candidate should should reside ... and gas card + Field incentive bonus eligible The Client Services Manager has direct customer service ...and part-time positions offer the following benefits to associates: Retirement Plan, Associate Shopping Program, Health and… more
- T. Rowe Price (Baltimore, MD)
- …a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The ... Accounts Implementation team is responsible for leading Sponsor program and client onboarding activities and other change events, following a project management… more
- T. Rowe Price (Baltimore, MD)
- …a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The ... opportunity to join us and grow your career with us. Role Summary: The Client Implementation Manager leads institutional client and T. Rowe Price proprietary… more
- T. Rowe Price (Owings Mills, MD)
- …to produce client invoices and related reporting; provide excellent customer service to our internal and external business partners. + Activities are performed ... manager focused on delivering global investment management excellence and retirement services that investors can rely on today and...your career with us. About The Role: The Manager, Client Fee Invoicing and Reporting is part of T.… more
- T. Rowe Price (Baltimore, MD)
- …customer loyalty and satisfaction. ROLE SUMMARY Responsible for partnering with sales and client service executives on sales and revenue generation and/or ... manager focused on delivering global investment management excellence and retirement services that investors can rely on today and...issues to senior team members or management. Applies high client service protocols to ensure client… more
- T. Rowe Price (Owings Mills, MD)
- …the opportunity to join us and grow your career with us. T. Rowe Price Retirement Plan Services, the firm's full- service recordkeeping unit, has been an industry ... participants through web, mobile and phone channels. The business enjoys industry-leading client satisfaction scores. Role Summary Senior Retirement Plan Sales… more
- T. Rowe Price (Owings Mills, MD)
- …grow your career with us. Role Summary As a Product Owner on the Self- Service Team within the Individual Investors Client Experience (IICX) organization, this ... a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The… more
- Aegon Asset Management (MD)
- …group education meetings, deliver workshops, webinars and enrollment meetings to achieve client and Transamerica goals. + Conduct one-on-one retirement planning ... on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall...FINRA Series 63 or obtain within six months. + Retirement Plans Associate (RPA) or Charted … more
- H&R Block (Gambrills, MD)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... + Serve as point of contact for onsite escalated client service concerns + Ensure clients are...needs for you and your family. At Block, seasonal associate benefits include: + Medical coverage + Retirement… more
- T. Rowe Price (Owings Mills, MD)
- …a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The ... with us. Role Summary Provides high-quality support to clients with standard service requests on a daily basis. Responsibilities: + Under direct supervision, assists… more
- Grant Thornton LLP (Baltimore, MD)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... As the Partnership Tax Senior Associate , you'll perform compliance services for complex tax...of Sub-chapter K partnership taxation, is required + Exceptional client service and communication skills with a… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …save for their future. Our company offers employers the ability to provide retirement savings plans to their employees through 401(k), 403(b) or other qualified ... people who support our clients and their employees with their retirement savings plans' operation. You'll oversee daily activities like investing payroll… more
- H&R Block (Wheaton, MD)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **509664BR** **Title:** Block Advisors Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- T. Rowe Price (Owings Mills, MD)
- …new business and service existing business. Ensures a seamless sales and client experience across the business. Serves as an escalation point for highly critical ... a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The… more
- WTW (Potomac, MD)
- …vendors in consideration of individual client objectives. + Partner with Client Service Teams to communicate analytics concepts, measure strategy and results ... United States will be considered. As a Health Analytics Associate Director, you will support employer clients' benefit programs...that effectively drive client action and improve plan performance. + Prepare teams… more
- Foresters Financial Services (Silver Spring, MD)
- Sales Support Associate Sales Silver Spring , Maryland Apply Description What we need: This role supports the Registered Financial Services Sales Representative's ... business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires FINRA licensing...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more