2026 Tax Staff I - Private Client Services (PCS) - Owings Mills

Holland & Sherry is seeking a Client Services Representative for our Owings Mills office. · ...

· ** In order to be considered, you must attach a cover letter** · Who we are: From our inception in1836, when Stephen Holland and Frederick Sherry began as woolen merchants in London's Golden Square, Holland & Sherry has specialized in the finest textiles for the apparel indust ...

** In order to be considered, you must attach a cover letter** · Who we are: From our inception in1836, when Stephen Holland and Frederick Sherry began as woolen merchants in London's Golden Square, Holland & Sherry has specialized in the finest textiles for the apparel industry. ...

We are seeking a Client Services Representative for our Owings Mills office. · Holland & Sherry is an industry leader, and we have grown steadily every year we've been in business. · ...

· Requisition Number: · Position Title: · External Description: · About The Team – Retirement Plan Services  · We have great investment solutions, but we need to get those solutions into the hands of our clients. To help us connect with our clients, we have created robust and va ...

Registered Client Service Associate role plays a key role in delivering high-touch client experience and supporting advisory team. This position is for detail-oriented professional with strong client service skills and background in life insurance and annuities. · ...

We partner with independent wealth management firms nationwide to attract and place top-tier professionals.This role plays a key role in delivering a high-touch client experience and supporting the advisory team. · ...

· Requisition Number: · Position Title: · External Description: · About this Position · We are seeking a highly motivated and detail-oriented Senior Analyst for Alternative Investments to join our dynamic team. This role is ideal for a self-starter who thrives in an unstructured ...

We are seeking a Client Service Specialist for our Lutherville, MD office who has client service experience, ideally with a financial services company. · Enhancing the client's experience through friendly, professional interaction with clients coming into the office · Communicati ...

· Requisition Number: · Position Title: · External Description: · About this Position · Join T. Rowe Price's Individual Investors Investing and Advice CX team as a Product Owner, leading a critical initiative within our Individual Investor growth strategy. You'll drive enhanceme ...

We take an active independent approach to investing offering our dynamic perspective and meaningful partnership so our clients can feel more confident. · We believe doing the right thing for our clients and our associates is good business. With a career at the firm you can expect ...

The Client Service Specialist will support advisors and their high net worth client relationships by providing comprehensive concierge and lifestyle services. · Work closely with teams to support clients. · ...

The Client Service Specialist will be a member of a team that supports advisors and their high net worth client relationships. This includes comprehensive concierge and lifestyle services for our Family Office clients on both an accounting and personal level. · Discretionary Bonu ...

The Client Service Specialist will be a member of a team that supports advisors and their high net worth client relationships. · This includes comprehensive concierge and lifestyle services for our Family Office clients on both an accounting and personal level.Work closely with t ...

We are seeking a Client Service Specialist for our Lutherville, MD office who has client service experience, ideally with a financial services company. · This position will work within our Client Services Team to fulfil client needs including Charles Schwab account onboarding and ...

This is a Client Service Associate role in Towson MD that manages the full client lifecycle from onboarding to complex service requests and office operations. · ...

Wealth management firm seeking experienced and organized individual to join their team. Handle variety of different roles as work together towards client success. · Receive and process incoming mail · Field client phone calls in professional and friendly manner · Receive and gree ...

· Are you passionate about travel and enjoy helping others create unforgettable experiences? Were seeking motivated, customer-focused individuals to join our team in a Client Services / Travel role. Work remotely while guiding clients, managing bookings, and delivering exception ...

This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. · A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in th ...

Wealth management firm seeking experienced Client Service Associate/Marketing Assistant for direct hire opportunity in Hunt Valley, MD. · Handle various roles to work towards clients' success. · ...

We believe that every dollar saved represents a lifetime of hard work and aspirations, · and every dollar invested has job to do for our clients. Our goal is to build long-term relationships based on respect, · integrity and a belief that our responsibility is to help people make ...