Transaction Advisory Manager - Towson

Experienced accounting professional with a passion for client service and analytical problem-solving sought to lead engagements supporting high-net-worth clients in the investment space. · ...

This boutique advisory firm executes large private equity deals with an extremely high close rate. · ...

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. · ...

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 ...

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. · ...

+Job summary · +The Client Service Associate is responsible for client administration and providing support to the client advisory team. The role involves delivering superior customer service to clients, processing transactions, and maintaining accurate records. · +Responsibiliti ...

We are seeking a Client Service Associate for our Towson, Maryland location. In this role, you'll be instrumental in building and maintaining strong client relationships. · Assist with client requests and inquiries regarding their accounts. · Process and complete the opening, mai ...

+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 Opening · , Client Service and Support · , · ...

The firm operates in five states providing comprehensive wealth management services to high-net worth individuals businesses foundations and endowments. · The newly created HR & Operations Manager will work in conjunction with the Director of People Operations to manage administe ...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, · companies, and institutions. · This job is responsible for performing a variety of specialized functions across a team of Financial Advisors ...

The newly created HR & Operations Specialist will work in conjunction with the Director of People Operations to manage and administer core human resources and operational functions that support the firm's business objectives. · ...

This is an opportunity to join a warm collaborative and close-knit team within a growing boutique RIA that genuinely passionate about the work they do and clients served. · The firm values teamwork trust long-term relationships offers room for additional responsibility profession ...

We have a flexible work environment and fluid career paths. We not only encourage but celebrate internal mobility. · ...

This job is responsible for performing a variety of specialized functions across a team of Financial Advisors. Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends. · Series 7, 63/65 or 66 ...

The Senior Client Analyst supports client consultants within the Investment Practice by providing advanced operational, analytical, and project support across a range of retirement plan clients. · Bachelor's degree in finance, economics, business, or a related field (or equivalen ...

The Senior Client Analyst supports client consultants within the Investment Practice by providing advanced operational, analytical, and project support across a range of retirement plan clients. · Bachelor's degree in finance, economics, business or a related field (or equivalent ...

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 ...

This Jobot Job is hosted by Eric Kee. Drive tax strategy, lead a dynamic team and shape growth as our next Tax Partner in Towson MD. · We are a full-service accounting and advisory firm offering tailored tax assurance and consulting services. Our client base spans industries such ...

As a Campus Store Manager, you will provide leadership for all facets of store operations. · ...