Client Manager - Baltimore County, MD

We offer our perspective and discipline in providing customized wealth advisory solutions to help you manage your assets.By working collaboratively with tax and legal professionals we identify simplify complex financial issues to gain clarity and control. · ...

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business. · Provides excellent ...

Proveer servicio al cliente apoyando a los Financial Advisors (FAs) para asegurar la satisfacción de los clientes. · ...

Develop and maintain client and broker/consultant partnerships with assigned customers. · ...

The day involves building strong relationships with brokers and customers while providing comprehensive guidance on employee benefits. · ...

This is an opportunity to join a warm and close-knit team within a growing boutique RIA that values teamwork and long-term relationships. The position includes benefits such as · a 401(k) with employer match. · Responsibilities include Client Onboarding and Account Opening ,Clie ...

This is an opportunity to join a warm, collaborative, and close-knit team within a growing boutique RIA that is genuinely passionate about the work they do and the clients they serve. · Client Onboarding and Account OpeningManage the full client onboarding process · , including d ...

The Client Manager is responsible for managing contract surety programs at Surepath platform. · Serve as primary service contact for assigned clients addressing inquiries bond requests billing documentation needs. · Retrain develop accounts by maintaining highest level of client ...

Diversified Insurance seeks a Commercial Lines Client Relationship Manager (CRM) to maintain and expand client base ensuring highest level of service contributing overall company growth. · ...

Ready to trade month-end close for uncapped potential? · Is it time to leverage your Finance & Accounting expertise in a client-facing role? · ...

Manages the assigned book of business and builds expands and solidifies relationships with existing clients. · ...

The Client Relationship Manager serves as a key client relationship owner within the PMO, focusing on communication, coordination, and account health. · Act as the primary day-to-day contact for assigned client accounts. · Respond to client inquiries, concerns, and escalations pr ...

This position is a multi-faceted and dynamic opportunity for a hands-on manager that is looking to be involved in all aspects of technology & service delivery. · Manage the Client Support team, triaging of support requests, and ticket queues. · Scheduling of support and preventat ...

Drive new business development in the technology sector through targeted outreach, cold calling, networking and market intelligence. · ...

The Client Implementation Management team is accountable for facilitating and leading the onboarding activities of new clients into various vehicles which include Institutional Separate Account and Sub-Advised accounts. · The Client Implementation Manager leads institutional clie ...

+The Client Relationship Manager serves as the primary relationship owner and project coordination lead for assigned client accounts.+ · +This role ensures smooth delivery of services across Managed IT, cloud, security, digital solutions, and strategic projects. · +Serve as the p ...

We are seeking a Client Relationship Manager to join our team. The ideal candidate will have excellent communication skills and be able to work with a high degree of accuracy. · Serve as the internal owner of the firm's client service model. · Coordinate ongoing service deliverab ...

+Drive new business development in the technology sector through targeted outreach, cold calling, networking, and market intelligence. · +Build a strong pipeline of IT hiring managers across industries such as healthcare, financial services... · ++Earn uncapped commissions with s ...

Build strong relationships with brokers and customers while providing comprehensive guidance on employee benefits. · ...

The number one goal of everyone in our team is to make our Clients exceptionally happy. · Initiate contact to introduce yourself as their main POC · Delight our Clients with a Friendly, Quick and Helpful Experience · ...