Customer Service Associate Jobs in Aspen Hill, MD

The National Certification Commission for Acupuncture and Oriental Medicine (NCCAOM) is a non-profit 501(c)(6) organization established in 1982. The NCCAOM is the only national organization that validates entry-level competency in the practice of acupuncture and Oriental medicine (AOM) through professional certification. NCCAOM certification or a passing score on the NCCAOM certification examinations are documentation of competency for licensure as an acupuncturist by 46 states plus the District of Columbia which represents 98% of the states that regulate acupuncture. All NCCAOM certification programs are currently accredited by the National Commission for Certification Agencies (NCCA). All NCCAOM Certification Programs carry the NCCA seal. Role Description Job Summary: The Customer Relations Coordinator is responsible for managing and enhancing customer relationships by serving as the primary point of contact for phone and email inquiries, complaints, and feedback. This role assists customers through the NCCAOM certification and recertification application process, ensuring exceptional customer service, effective communication, and a seamless experience. Additionally, the coordinator collaborates with internal teams to resolve issues and drive customer satisfaction. The ideal candidate should have experience working in a certification or credentialing environment and a solid understanding of certification versus state licensure. At a minimum, they must have experience in a fast-paced setting, serving customers, processing applications, and maintaining accurate records. Customer Support: · Respond promptly to customer inquiries via phone, email, chat, or other communication channels. · Address and resolve customer complaints in a timely and professional manner. · Provide detailed and accurate information about certification, recertification, or other processes. Relationship Management: · Build and maintain strong, long-lasting relationships with applicants and certified Diplomates. · Actively gather and analyze customer feedback to identify trends and areas for improvement. · Ensure customer satisfaction through regular follow-ups and proactive communication. Collaboration: · Work closely with departments to address applicants/Diplomate/PDA Provider needs. · Escalate unresolved issues to appropriate departments and follow through until resolution. · Assist in the development of customer service procedures, policies, and standards. · Assist with the preparation of conference exhibiting materials. Data and Reporting: · Maintain accurate constituent records and document interactions in Zendesk and CRM systems. · Process certification applications for applicants from ACAOM-accredited programs, matching the documents received, and checking ADA and legal status. · Approve applicants to sit for NCCAOM exams through a third-party exam administration vendor. · Assist customers with certification/exam verifications through state medical/acupuncture boards. · Process recertification applications, auditing professional development coursework and activities, updating personal information, and contacting diplomates regarding any outstanding requirements. · Identify opportunities for process improvements and contribute to strategy development. Performance Expectations for All Staff: · Respect the confidentiality of information learned through employment with the NCCAOM. · Perform job responsibilities in compliance with the policies and procedures contained in the NCCAOM Employee Handbook. · Communicate with stakeholders through email or on the telephone, as needed. · Participate in-office staff meetings. · Annually read, review, and provide input into the job description and associated training task list during the annual performance development review. · Assist with maintaining and developing departmental policies and procedures. · Implement all policies and procedures of the organization in compliance with the internal management system. · Perform job responsibilities in accordance with NCCA requirements. · Follow all NCCAOM security policies and procedures. · Maintain a professional, courteous, and respectful attitude toward fellow employees. · Support other department activities. · Maintain a courteous and respectful attitude toward applicants, Diplomates, NCCAOM Board members, or other members of the public. · Promote positive public relations for the NCCAOM. · Perform all tasks safely and responsibly. Required Skills/Abilities: · Excellent verbal and written communication skills. · Ability to ensure excellent customer service skills. · Must exhibit a high attention to detail and the ability to remain efficient and organized at all times. · Excellent time management skills with a proven ability to meet deadlines while managing several assignments. · Strong analytical and problem-solving skills. · Ability to function well in a high-paced and at times stressful environment. · Proficient with Microsoft Office Suite or related software. Education and Experience: · Bachelor's degree in Business Administration, Communications, or a related field preferred. · 2+ years of related experience, preferably in a certification or credentialing environment. · Familiarity with CRM tools and customer service software is a must. · Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is a must. Key Competencies: · Empathy and patience in dealing with diverse customer needs. · Attention to detail to ensure accurate documentation and communication. · Team-oriented mindset with the ability to collaborate effectively. Working Conditions: This is a regular full-time position with working hours from 8/10 a.m. - 4/6 p.m. Monday-Friday. Extended hours may be required during deadline periods or before special external events. Requires frequent sitting, repetitive wrist, hand, and finger movements. Occasional lifting of objects less than 20 pounds.

Full job description Customer Service Team Lead (Office Manager Experience Preferred) Brody Brothers is looking for an energetic Customer Service Team Lead to lead and inspire one of our teams of Customer Service Representatives (CSRs) in our corporate office. If you have office manager experience, love boosting morale, and enjoy keeping a team motivated, this is the perfect role for you! Why This Role? As the CSR Team Lead, you'll oversee and develop one of our customer service teams, ensuring smooth daily operations and handling escalated customer concerns. If you've thrived as an office manager, your experience in problem-solving, team leadership, and customer satisfaction makes you a perfect fit. We need a cheerleader-someone who brings energy, encouragement, and a positive attitude to the team every day! Office managers excel at customer escalations, staying calm under pressure, resolving conflicts, and ensuring customer satisfaction. They are also pros at training and coaching, helping CSRs improve service quality and efficiency. Your ability to create a positive, supportive environment will be key in this role! Location: Owings Mills, MD (In-office position) Responsibilities: Train and develop the CSR team. Keep the team motivated with encouragement and positivity. Monitor performance and ensure service goals are met. Handle escalated customer issues with patience and problem-solving skills. Optimize scheduling and routes for efficiency. Track key performance metrics and implement process improvements. Oversee customer service quality and maintain high standards. Work with the Customer Experience Manager on company initiatives. Qualifications: 10+ years of customer service experience 5+ years of management experience in a high-volume call center or office setting A bubbly, upbeat personality that keeps the team engaged and motivated Ability to stay composed in high-pressure situations Previous office manager experience strongly preferred Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); Pivot Tables a plus Strong leadership, coaching, and problem-solving skills Experience in the pest control industry is a plus Why Join Brody Brothers? We are a family-owned pest control company serving Baltimore since 1984. Our culture is built on teamwork, fun, and excellence in customer service. We offer above-average pay, career growth opportunities, and excellent benefits in a positive, supportive work environment! Ready to Apply? Submit your resume here: Application Link Brody Brothers is an EOE and a drug-free workplace. Pay: $starting at $23/hr.

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Rockville, MD. To view other open roles, visit jobs.lead-advisor.com The Client Service/Associate Advisor is responsible for assisting Lead Advisors in an effort provide exceptional service to the company's clients. This role requires outstanding organizational and communication skills. This role will also grow into an Associate Advisor role as the employee gains experience with our company and client base. Core Responsibilities · Work with advisors to research, implement, and manage client investment accounts. · Provide exceptional client service by assisting with insurance policy or investment account service requests. · Facilitate the execution of client service schedule by meetings in accordance with the client's segmentation. · Prepare and review the client folder with all necessary prep materials and deliverables prior to a client meeting. · Maintain exceptional CRM records in accordance with company's CRM guidelines and procedures. Qualifications Required o Bachelor's degree in business administration, accounting, or finance or equivalent work experience. o Obtain Series 6 or 7 in the first or second year. o Experience working with Microsoft Excel Preferred o 1-3 years in the wealth management or investment management industry. o Series 6 or 7 in the first year. Key Characteristics · Excellent verbal and written communication and interpersonal skills. · Excellent organizational skills and attention to detail. · Strong desire for personal and professional growth. · Approachable, respectful, and inclusive communication. · Ability to give and receive constructive feedback. · Ability to maintain confidentiality. · Proficient in Microsoft Office Suite or related software. · Proficient in CRM or related software. Location: In Rockville office Salary: 75-95k

This role is responsible for developing and maintaining positive customer relations and coordinates with various functions within the company to ensure customer requests are handled appropriately and in a timely manner. Primary point of contact for SIMCO customers for scheduling and processing equipment for calibration and/or repair service. Works on assignments that are complex in nature where judgment is required in resolving problems and making routine recommendations. Receives no instructions on routine work, may determine methods and procedures on new assignments. Purchases and expedites orders for repair parts, outside services, and supplies necessary for the operation of the organization. Responsibilities and Duties 1. Serve as an enthusiastic ambassador of SIMCO's Mission in Service. 2. Process customer complaints in the SIMCO online system. 3. Create, process, quote, and approve estimates for in house troubleshooting and outside service. 4. Answer phones and effectively distribute messages to proper personnel. 5. Manage the Delayed Delivery Report (DDR) in an effective and professional manner. 6. Communicate with customers regarding the status of their equipment in a clear and concise fashion. 7. Schedule pick-up request from customers. 8. Create and add customer contact information. 9. Process Work Authorization Forms and credit card payments. 10. Follow up with new customers for feedback on performance and/or recommendations to improve SIMCO services. 11. Make purchase and perform expedites in a timely manner to ensure that required services, parts, and supplies are delivered in the shortest time and at prices consistent with budgetary and quality requirements. Qualifications 1. Basic knowledge of computers and data entry. 2. Able to successfully multi-task and manage time efficiently. 3. Excellent verbal and written communication skills. 4. Ability to train others in CSR functions. 5. Ability to work with minimum supervision. 6. Friendly, courteous, and professional. 7. AA Degree or equivalent. 8. At least 3-year Customer Service experience Physical Demands Requires sitting for extended periods of time. Must be capable of lifting 45 lbs without assistance. Occasional standing and bending are required as is repetitive computer work. Working Environment Work primarily in office, lab environment, and/or in shipping and receiving area. Travel may be required to other domestic and possibly international locations What we offer: 1. Full-time, non-exempt position 2. Excellent benefits package Employer paid medical, dental, vision, disability, life insurance, retirement plan, employee funded pre-tax health and tuition reimbursement 3. Paid time off with vacation, sick and holiday leave SIMCO provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, SIMCO complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation and training. About Us: SIMCO Electronics is the leading provider of calibration and software services for test and measurement instruments used in technology organizations. To learn more about SIMCO Electronics visit our home page: *********************

A DC Law Firm is seeking a Client Services Specialist. The Front of House Client Services Assistant will execute all activities in Reception and Conference Services for the DC office. They will act as an on-site concierge to the DC office, providing high level customized service to meet the distinct needs of both internal and external clients. They are a firm ambassador representing the brand, it's culture and values. The Client Services Assistant is first point of contact for visitors and employees upon entering our suite. Responsibilities include greeting clients, management of incoming calls and oversight of the conference space. This requires collaborating with A/V Support and business teams/staff (Catering, Facilities, Office Services and IT) as meetings and events are scheduled. Front of House fulfills visitor office requests, processes vendor invoices, composes office-wide announcements related to local happenings, coordinates logistics for office events or projects and provides after hours support for social functions and receptions. This role will provide on-site front desk coverage from Monday through Friday, from 8:30am - 5:00pm. Status: Direct Hire Salary: $50-64K DOE Duties and Responsibilities: Front of House Functions Greets and assists onsite guests with a positive, helpful attitude, providing them with a professional welcome, going above and beyond on their service approach. Monitors the Front of House mailbox and responds promptly to emails; works directly with the Senior Manager, Operations and Office Operations Specialist to ensure needs are anticipated, communicated and handled promptly and efficiently. Manages conference room bookings using Condeco, the conference room reservation software, and ensures that all aspects of conference room reservations are completed, (and adjusted as needed), with relevant and accurate information to facilitate successful meetings. Coordinates planning of all conference room services related to office meetings and events, including coordination with Catering, IT and other departments. Monitors conference rooms to ensure cleanliness, preparedness, and timeliness of room set ups, food services and audio/visual services, ensuring supplies are restocked and replenished. Adds guest names to building security to allow entry, updates visitor keycard information in security software. Handles calls, screening and directing calls to the appropriate persons. Proactive management of emails, using initiative to route emails to the appropriate individuals for swift response and action, ensuring that tasks are followed up. Works collaboratively with Building Management to schedule office repairs, temperature adjustments, place vendors on the visitor list. Set up visitor offices, change office nameplates, and assist with visitor requests such as booking restaurants, cars, etc. Ensures all departmental forms and logs are completed accurately and thoroughly. Assists with challenges when they arise and, when necessary, escalates to Management. Assists Senior Manager, Operations and Office Operations Specialist with miscellaneous and last-minute projects. Perform other duties as assigned. Office Administration Functions Handles restroom amenity supply procedures and ensures firm purchasing standards are followed, including sufficient inventory control and cost-effective purchases. Coordinates officewide activities and events in an effort to promote a positive work environment. Coordinates with office-related vendors. Processes invoices for car services, etc. Audio Visual Support Assists in booking virtual or in office Teams, Webex, and Zoom meetings for internal and external clients. Performs tests in advance of scheduled meetings. Provides technical support for teleconferences and webinars. All Client assistants are trained in basic AV support. Back of House Function Client meetings assistance such as copying/scanning/faxing, client interaction and team support. Assist with set up and breakdown of food and beverages in conference rooms as needed. Cleaning and disinfection of conference rooms after meetings have concluded. Sends, receives, and processes faxes by scanning them; makes sure they are delivered to recipients in timely fashion. Double-checks to whom faxes are to be sent -- for example, for some recipients, their faxes should always also be sent to their secretary and/or paralegal. Handles attorney and professional staff inquiries and requests requiring the assistance and services of the Office Services Department. Job Requirements: Minimum of 3-5 years of law firm or hospitality experience Bachelor's degree preferred, but not necessary Strong working knowledge of MS Office 365 including Word, Excel, PowerPoint and Outlook with the ability to learn new software and operating systems Flexibility to adjust hours and work the hours necessary to meet operating and business needs including the ability to work overtime Display strong organization skills and flexibility to juggle multiple demands Demonstrate strong attention to detail and produce high quality / accurate work Demonstrates exceptional customer service skills Demonstrates effective interpersonal and communication skills, both verbally and in writing Ability to handle multiple projects and shifting priorities, and prioritize work, working with a sense of urgency Ability to handle sensitive matters and maintain confidentiality Ability to proactively resolve issues and demonstrate a high level of client service Ability to work well under pressure, and maintain composure, meeting deadlines and adapting to change Ability to work well independently as well as effectively within a team Show a proactive approach to tasks and situations Build successful relationships with fee earners and business professionals Ability to work on-site 5 days per week How To Apply: Please respond with your resume for consideration. We welcome all candidates that meet the REQUIRED qualifications with recent relevant experience. Palmer Legal Staffing is an equal opportunity employer. About Us: Palmer is an award winning staffing agency offering direct hire, temp-to-hire, and temporary placements for administrative, management, executive, legal and more. We represent more than 500 of the finest law firms and legal departments in the D.C. area. Palmer Google Reviews = 4.8 stars, visit online to see what other Palmer candidates have to say about us. You are more than just a “number”! Visit www.plsdc.com and view our job board, contact a recruiter, link to our Facebook and LinkedIn pages.

Join the leaders. With the brand recognition of a Fortune 500 company, State Farm agents offer products to help customers meet their insurance and financial service needs. Run a small business as a State Farm agent. Being a State Farm agent gives you a unique opportunity to develop yourself, your business, and your community. We are seeking professionals to become a State Farm agent in Dunkirk, Maryland. With diverse backgrounds and experience, State Farm agents serve customers across the United States. From intangible rewards to traditional compensation, every reward you earn as a State Farm agent is based on skill, hard work and hitting the goals you set for yourself as an agent through meeting customer needs. Rewards may include: · Opportunity to run a business · Ability to lead and develop your own team · Prospect to make a difference every day · Chance to be a leader in your community Make an impact while you run a business positioned to help others protect their lives and plan ahead. We offer a paid training program with hands-on field development experiences and continued support. Apply to learn more about State Farm excellent compensation structure and get details on our State Farm Agency Career Track program to learn more about this amazing career opportunity. State Farm is an equal opportunity employer. Click the “Apply” button to be connected with a State Farm representative and to learn more about the State Farm agent opportunity. [Note: The “Apply” button is not an application for employment.] State Farm agents are independent contractors. Compensation is sales and commission based. No base compensation is available with this opportunity. To determine actual compensation, the applicable State Farm Agent's Agreement and corresponding schedule of payments must be used. Information contained herein does not guarantee eligibility to receive compensation or guarantee specific results. Eligibility and actual results will vary. Contact the job poster Theresa Brown, CIR Connecting Entrepreneurs with Small Business Ownership Opportunities Send InMail Job Details Industry Insurance Financial Services Banking Employment Type Full-time Job Functions

Waypoints Yacht Charters offers personally crafted charter experiences managed by local charter specialists who know the best sailing waters and hidden gems of their home base. Yachts available for charter are new-model, privately-owned sailing catamarans, sailing monohulls, power catamarans, and powerboats from leading manufacturers. Annapolis, Maryland, known as the sailing capital of the U.S., is the perfect gateway to explore the Chesapeake Bay and experience an elevated charter adventure. Role Description This is a full-time on-site role for a Charter Customer Service representative at Waypoints Yacht Charters in Annapolis, MD. Involves providing exceptional customer support, ensuring customer satisfaction, maintaining phone etiquette, and delivering outstanding customer service experiences daily. In person check ins for charters on weekends rotating as needed. We are looking for a self starter and a leader to take on this role as it serves multiple locations outside of Annapolis including the USVI. Health insurance benefits, 401K, and travel opportunities offered. Qualifications Customer Support, Customer Satisfaction, Phone Etiquette Computer literacy Excellent communication skills and a friendly demeanor Ability to multitask and prioritize customer needs Knowledge of sailing or boating is a plus

Daybright is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about Daybright, please visit our website: ****************** Daybright is hiring a Customer Care Representative for our Partner Firm, SF&C located in Owings Mills, MD. The Customer Care Representative's (CCR) function is to answer ongoing calls from clients, agents, and carriers to resolve issues and clarify data related to new and existing insurance policies. The CCR may also be assigned processing of New Business that involves processing insurance applications from receipt from agents through to the submission to the insurance carrier. This position may overlap with general Administrative Assistant duties or Receptionist duties in designated cases. The Customer Care Representative: 1. Answer phones and emails, responding to basic questions regarding new and existing policies in terms of policy status, type, terms, and coverage. Track calls, documents notes and resolution in the administration system, and resolve issues as quickly and accurately as possible. Escalates issues as needed to Customer Care Supervisor. 2. Respond to requests, sending enrollment material packets to Direct Pay accounts/clients. Review submitted applications for completeness and either forward applications to appropriate carriers or enter the enrollment in their carrier portal. Provide client payment information to SF&C Accounting department. Transmit eligibility to carriers, as needed. Periodically review union membership against existing enrollment to ensure continued enrollment eligibility. 3. Review/”scrub” client sheets from agents, typically on Mondays and Tuesdays, noting mistakes or omissions on a correction sheet and return them to the agent for correction. Errors and corrections are checked weekly and are reviewed on Carrier Pending reports. Have applications updated and accurately completed and prepared for pickup by late Tuesday. Designated Customer Care Rep will sort the client sheets by group, scan into indexing system, and share the client sheets to Account Administration, as needed. 4. Assist with discrepancy reports, researching and correcting client and carrier data, as needed. 5. Ongoing and as needed, cover for other team members; responsibilities are interchangeable with no specialized duties. Education and work experience High School Diploma or equivalent At least one year in an office environment, insurance industry helpful Competencies Proficient computer skills using Excel and Word at a basic to intermediate level. Ability to learn document indexing software, a cloud-based database system Excellent verbal communication skills using English language. This job requires heavy phone use and the Customer Care Rep must be able to listen, interpret issues, explain concepts, and communicate facts to the members of the public, policyholders, agents, and carriers in a polite and friendly manner, including when under occasional stress. Excellent written skills using English language for writing occasional letters of coverage verification and documenting issues for files and to agents and carriers. Good sense of teamwork. Application processing must be timely and accurate for all, and all must rise to occasion under instances of heavy volume or deadline. Must convey a professional demeanor to project a positive, helpful, patient, and polite demeanor to our agents, policyholders, carriers, vendors, and co-workers. Challenges for this position The speed and accuracy of application processing depends in part on the quality of the data on the applications when received. If there are no or only minor corrections needed, things flow efficiently, however, if applications need to be returned to agents for correction, this can slow the work being done by the Customer Care Rep through no fault of their own. The Customer Care Rep cannot know everything, nor do they have ultimate responsibility to make decisions regarding policies. Once they identify and escalate issues, they have no control over the resolution. Customer Care Reps must be prepared to answer numerous calls and respond to emails every day, the nature of which is unknown until they are received. The Customer Care Reps must have a working knowledge of the company and carrier processes and products to escalate issues appropriately. Occasional procedural or software training may be needed at carrier request if they are making changes to their systems and forms.

Job Title: Client Success Associate Position Type: Full Time Visualis is a creative and marketing agency specializing in branding, digital marketing, content strategy, and web development. We partner with brands to build impactful creative strategies and drive meaningful engagement. We are looking for a Client Success Associate (CSA) to support client relationships, assist in project coordination, and ensure smooth communication between clients and internal teams. This role is ideal for someone highly organized, proactive, and passionate about delivering exceptional client experiences in a creative agency environment. Key Responsibilities Client Support & Relationship Management: Act as the first point of contact for client inquiries, ensuring timely and professional responses. Support Client Success Managers in maintaining strong client relationships through regular check-ins and status updates. Assist in setting clear expectations with clients regarding project timelines, deliverables, and objectives. Help resolve client concerns promptly and escalate complex issues when necessary. Project Coordination & Execution: Assist in managing timelines, deliverables, and workflows across creative, marketing, and development teams. Track project progress to ensure deadlines are met and expectations are aligned. Help prepare client reports, presentations, and campaign performance updates. Collaborate with internal teams to maintain smooth execution of projects, from branding and design to digital marketing campaigns. Internal Collaboration & Process Improvement: Work closely with the marketing, creative, and development teams to ensure client objectives are met. Assist in implementing and maintaining Visualis' Airtable workflow for efficient project tracking. Gather client feedback and contribute to improving processes, ensuring a streamlined client experience. Support the integration of tools like HubSpot, Jira, or other marketing automation platforms for efficient workflow management. Data & Performance Monitoring: Monitor client campaign performance, gathering insights and recommendations for improvement. Maintain accurate records of client interactions, deliverables, and key performance indicators. Qualifications Required Experience: 3+ years of experience in client success, account coordination, or project management within a marketing, creative, or digital agency. Exposure to digital marketing, branding, content strategy, or web development is a plus. Excellent project management and problem-solving skills to optimize workflows across multiple teams. Skills & Competencies: Strong communication skills with the ability to maintain professional and positive client relationships. Highly organized and able to track multiple projects while prioritizing tasks effectively. Detail-oriented with a focus on accuracy in reporting and project execution. Proactive, adaptable, and comfortable working in a fast-paced, dynamic environment. Familiarity with project management tools such as Airtable, Asana, Jira, Trello, or HubSpot is a plus. Preferred Experience: Background in marketing, advertising, or creative industries. Understanding of SEO, social media marketing, content marketing, and paid media. Experience using CRM tools like HubSpot for client communication and reporting.

Client Service Operations Associate Multibillion Independent Wealth Management Firm Fairfax County, VA Established and growing 2B+ Independent RIA in Fairfax County, VA serving high net worth and ultra high net worth clientele seeks an Operations Associate to manage backend client service and operational tasks, including client administration and money movements. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Provide excellent advisory operations workflow support Participate in a dynamic and positive team environment Strong culture of teamwork, integrity, work life balance and personal and professional development in an established and growing firm Coordinate with Client Service and Investment teams to support reporting, billing, custodial, and compliance activities, while ensuring efficiency Career track within the firm Competitive compensation package including benefits and bonuses Hybrid work schedule Requirements Bachelor's Degree 2+ years experience in Operations or Client Services within an RIA, Wealth Management, or related Financial Services firm Track record of professionalism, adaptability, attention to detail, and time management Experience with Custodial, CRM, and Portfolio Management systems preferred

A leading Registered Investment Advisor (RIA) firm committed to delivering exceptional investment management and financial planning services to clients is looking to add an investment operations associate to their team. This firm has a reputation for integrity, expertise, and client-centric solutions, and pride themselves on fostering a collaborative and innovative work environment. Position Overview: In this role, the investment operations associate will support the operational aspects of the investment management processes, ensuring smooth and efficient day-to-day interaction with stakeholders, both internally and externally. This position offers an excellent opportunity for professional growth and development within a dynamic and client-focused organization. Key Responsibilities: Trade Execution & Monitoring: Assist with the execution of trades, including equity, fixed income, and alternative investments. Monitor trade confirmations and resolve any discrepancies. Account Reconciliation: Perform daily and monthly reconciliation of client accounts, including cash, positions, and transactions. Investigate and resolve any discrepancies or issues. Portfolio Management Support: Aid in the maintenance of portfolio records, including updates to investment strategies and allocations. Provide support in generating performance reports and client statements. Client Service: Act as a point of contact for client inquiries related to account transactions, balances, and investment performance. Ensure timely and accurate responses to client requests. Compliance & Documentation: Ensure all operational processes comply with regulatory requirements and firm policies. Maintain accurate and up-to-date records of all transactions and client interactions. System Management: Assist with the management and maintenance of investment management software and tools. Help troubleshoot and resolve any system-related issues. Process Improvement: Identify opportunities to streamline operational processes and implement best practices to enhance efficiency and accuracy. Qualifications: Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Experience: Minimum of 2 year of experience in investment operations, fund administration, or a related role, preferably within an RIA or financial services environment. Series 7 & 63 certifications are a plus. Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with investment management systems and software is a plus. Analytical Skills: Strong analytical and problem-solving abilities. Detail-oriented with a focus on accuracy and completeness. Regulatory Knowledge: Familiarity with regulatory requirements and compliance related to investment operations and financial services. View the full list of our open positions here: Main Line Search Job Openings

Why You Want to Work Here This is a great opportunity to join a 1,000+ member non-profit trade association located in the suburbs of Washington, D.C. The mission of the Association is to promote benefits through advocacy, education, and networking. This position is responsible for customer service activities in support of various programs. A qualified candidate is expected to promote and foster a team-based work environment; maintain a positive and professional disposition; and demonstrate flexible and efficient time management skills including the ability to prioritize work assignments, handle stress, and consistently report to work on time prepared to perform the duties of the position. Responsibilities of the Customer Service Coordinator Analyze insurance documentation Perform data entry of information received daily Set-up new accounts and process changes to existing accounts Conduct outreach to customers to request additional information relating to accounts Perform account research for specific customers Conduct monthly collection calls related to outstanding fees Provide telephone coverage and support for customer service inquiries Conduct ongoing monthly outreach to program users to improve customer service experience Assist with daily workload and inquiries associated with other Information Service programs, as needed Assist with other duties as required within the department Qualifications of the Customer Service Coordinator Associates degree required 1-3 years of customer service work experience Organized and conscientious self-starter Ability to prioritize and complete tasks in an efficient and timely manner Strong computer and database management skills Strong aptitude for written and verbal communication Excellent interpersonal and customer service skills Accurate data entry skills Experience in web-based environments Must be dependable and a team player

JOOLA is for looking for an experienced Customer Service Representative with a passion for growth and interest in pickleball and table tennis! JOOLA was first established in 1952 and built a global reputation as a pioneer in table tennis. In 2022, JOOLA expanded into the rapidly growing pickleball scene and quickly attracted the biggest names in the sport. As an official table tennis sponsor for three Summer Olympic Games and the official sponsor of pickleball's top athletes and the Professional Pickleball Association (PPA), the team at JOOLA combines its storied expertise with fresh perspectives to bring innovation to both sports. JOOLA creates a variety of equipment, apparel, and accessories for both table tennis and pickleball players, professional and recreational. With offices in US, Germany, Brazil, and China, JOOLA has a global presence and wide distributor network. We are seeking a dynamic and results-driven Executive Sales Representative to join our team. The Sales Representative will be responsible for driving and cultivating new business opportunities in the pickleball space, as well as maintaining relationships with existing clients. Responsibilities: Answering calls and emails from customers immediately Clarifying issues Determining the cause of the problems Expediting the corrections or adjustments Following up to ensure resolution Document all case activity using the case management system Record all customer interactions into case management system Follow up daily with all open cases to reduce aging of open cases Ensure speedy closure of customer cases Communicate withe the Customer Service and sales team on order fulfillment and issues Escalate products with high warranty claim issues to the Customer Service Supervisor Requirements: Minimum education requirement: Associate's degree 2-3 years of professional work experience; Consumer products industry preferred Effective leadership, interpersonal, and problem-solving skills Strong organization and communication (verbal and written) skills Ability to work well independently and as part of a team Ability to learn quickly, and take initiative in a fast-paced environment

Job Type: Full Time Company: Carotrans Join Our Team at Carotrans Baltimore! About Us: Carotrans is a leading global NVOCC (Non-Vessel Operating Common Carrier) dedicated to providing reliable and efficient ocean freight solutions. Our Baltimore team is looking for a motivated and detail-oriented Customer Service Representative to join our growing organization. Key Responsibilities Provide exceptional customer service to clients via phone and email. Assist customers with booking shipments, tracking freight, and resolving inquiries. Coordinate with internal teams and overseas partners to ensure smooth cargo movement. Process and manage shipping documentation, including Bill of Lading, arrival notices, etc. Maintain strong relationships with customers by providing timely updates and solutions. Identify opportunities to improve customer satisfaction and operational efficiency. Qualifications Strong communication and problem-solving skills. Ability to multitask in a fast-paced environment. Proficiency in Microsoft Office (Excel, Word, Outlook) Detail-oriented with excellent organizational skills. Why Join our Team? Competitive salary and benefits package. Opportunity for a career growth with a global logistics leader. Collaborative and supportive team environment.

Mariner Advisor Network is recruiting for a Client Service Associate to join Connect Wealth in Annapolis, MD. This position will work primarily in the office and therefore candidate will need to be local from the Annapolis, MD area. Connect Wealth is dedicated to helping clients simplify their financial lives to focus on what truly matters. Authenticity, trust, and teamwork are their core values, guiding their commitment to transparent and ethical financial practices. Connect Wealth focuses on building lasting relationships with empathy and loyalty, ensuring financial well-being for all. Mariner Advisor Network serves as a strategic partner to Connect Wealth. The Client Service Associate is a full-time position that will be instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, and managing a diversity of financial and administrative tasks, then this opportunity is for you. The ideal candidate will be professional, compassionate, and consistently provide the highest standard of client service. Responsibilities Build and maintain client relationships aimed at client retention; Oversee the new client implementation process, coordinate and guide client activities with team members, and provide assistance as needed. Maintain client paper files and electronic data files in a timely manner. Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting advisors as needed. Manage and execute client money movement transactions as assigned. Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results. Attend and participate in learning opportunities through client service associate meetings and internal resources. Oversee office operational projects on an as needed basis. Perform other duties as assigned. Qualifications Bachelor's degree preferred. A min of one year of relevant experience. Financial services experience or applicable internship experience. Wealth management experience a plus. Skills and Knowledge Strong PC proficiency with MS Office Suite. Positive attitude toward client relations to provide exceptional, proactive client service. Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail. Strong verbal and written communication skills are essential to effective client relationships. Collaborative team player who actively contributes to team success. Strong organizational and analytical skills. Ability to multitask in a fast-paced environment. Highly organized with strong analytical and problem-solving skills. Interest in financial planning and client service. Able to work in a team environment. Connect Wealth provides training and resources to support your success in the role. They also offer great career advancement opportunities along with a competitive compensation and benefits package. EOE M /F/D/V

The Member Services Receptionist is responsible for assisting members, potential members and other employees with their questions and requests while maintaining the front desk. They need to understand and be able to explain basic Share, Loan, Mortgage and Visa related products and services, responds to problems, processes member's requests received in person, as well as via web, e-mail, fax, online/mobile banking, or mail and processes death claims, POA, and trust accounts. This role does not have remote work capabilities. Responsibilities Maintains front desk and assists members in person and assist as needed on Member Services queue calls with Share, Loan, Mortgage and Visa related products and services, including but not limited to chapter accounts' inquiries, open/close of Certificate of Deposits, account/share closure requests, process transfer/ACH/wire requests, check orders, check disbursal, answers basic loan/mortgage/Visa questions, processes Visa card capture/reissues requests, travel notes, basic fraud/dispute questions, Apple Pay/Google Pay Token requests, Stop Payments, and ACH dispute process information. May handle cash transactions. Completes daily work folder requests. Scans account related documents. Assures that appropriate records are maintained. Processes death claims, power of attorney (POS) trust accounts, account update forms, verification of deposits, certificate disclosures, change of address/contact, Skip-A-Pay/Extension requests, returned mail and other requests via web, e-mail, fax, online/mobile banking, and mail. Backs up the Poster when needed. Provide friendly, prompt, accurate and high quality service and support to all members and associates. Proactively seek opportunities to cross sell products and services for the betterment of our members. Ensure member's request get updated and scanned into the system on a daily basis. Ensure cash drawer and checks are balance on a daily basis if applicable. Qualifications One year to three years of similar or related experience. A high school education or GED. Excellent verbal and written communication skills Proficient in MS Word, Excel, and Outlook. Detail Oriented and good with numbers.

We have an exciting opportunity for a Customs Specialist to join our clients team based near Dulles International Airport. The Customs Specialist ensures compliance with customs regulations and government requirements for inbound shipments, providing excellent customer service and resolving issues to ensure timely customs clearance. Key Responsibilities: Process customs entries and coordinate with relevant government agencies. Meet service level requirements according to client SOPs. Submit entries in line with client SOPs and regulatory requirements. Prioritize tasks based on ETA, product service level, and transportation mode. Classify entries per client SOPs and collaborate with customs brokers. Enter shipment and customs data into the system. Resolve issues proactively with government agencies and customs authorities. Qualifications: Ability to work independently and manage multiple priorities. Strong communication skills and attention to detail. Familiarity with customs regulations and government agencies (FDA, FCC, USDA, FWS, etc.). Excellent customer service skills. Computer Skills: Proficient in Microsoft and CargoWise preferred Education & Experience: High School Diploma or equivalent required. 3-5 years of experience as an Entry Writer. Onsite Salary - $55-65K negotiable DOE

e&e is seeking a Sales Associate for an onsite contract opportunity in Washington, D.C.! We are seeking a driven and detail-oriented Sales Associate to lead retailer recruitment and business development efforts. This role is focused on expanding the network of licensed lottery retailers by identifying and engaging high-potential retail locations. The successful candidate will work extensively in the field, collaborating with internal teams and external stakeholders to drive recruitment, licensing, and onboarding initiatives. Responsibilities: Develop and implement a comprehensive retailer recruitment business plan, including objectives, timelines, and strategic outreach efforts. Conduct territory surveys (e.g., zip codes, wards) to identify prospective retail locations such as liquor stores, grocery stores, convenience stores, gas stations, and other potential outlets. Maintain and enhance recruitment databases to track activities and outcomes efficiently. Utilize tools like Sales Wizard to log data, track outreach efforts, and prepare weekly reports and presentations for internal stakeholders. Generate visual maps displaying existing and potential retailer locations. Communicate directly with applicants to facilitate the licensing process and provide guidance through onboarding. Prioritize recruitment within key retail categories while exploring new business opportunities for lottery partnerships. Collaborate closely with sales coordinators, directors, and other team members throughout the recruitment and licensing lifecycle. Use Microsoft Office Suite for data analysis, reporting, and tracking; particularly proficient in Excel. Uphold organizational policies, procedures, and core values in all activities. Spend at least 90% of work hours in the field engaging with prospective retailers. Requirements: Advanced proficiency in Microsoft Office Suite, especially Excel. Strong verbal and written communication skills; capable of engaging diverse audiences. Excellent negotiation skills, including in high-pressure or stressful situations. Exceptional organizational skills with attention to detail, prioritization, and time management. Ability to work independently for 8-hour field shifts. Must possess a valid driver's license and access to a reliable vehicle. Ability to produce and present recruitment activity reports and visual territory maps.

About Us RoboMQ is a SaaS product company that enables enterprises to automate critical business processes to reduce cost, improve operational effectiveness and provide better customer and employee experience. RoboMQ offers Hire2Retire , a Lightweight IGA (Identity, Governance and Administration) SaaS product that manages employee lifecycle from HR systems to Active Directory, Azure AD and Google Directory. Hire2Retire manages full employee lifecycle changes of new hire, change of role, terminations, and long-term leave from HR and creates and manages Identity, Access, Privilege and Resource assignments. In effect, it fully automates work typically done by a sysadmin avoiding 90% of the cost while providing superior "First Day at Work" experience and preventing security and compliance risks by ensuring role-based access controls and timely terminations. As a fast growing tech company we provide an environment of curiosity and learning to design cutting edge cloud & SaaS products coupled with fun and vibrant startup culture that has been providing accelerated growth to our people. ******************************* ***This opportunity is for local candidates ONLY. You must reside in Northern Virginia, DC or Maryland (DMV metro area) *** Before you apply, make sure: You have minimum 0-4 years of relevant experience in sales or marketing for Software or SaaS products Ready to learn new things and work in a fast-paced startup-like environment Hard-working, passionate, result-oriented go-getter You are a US citizen or a green card holder. No H1B or OPT. This job is at office, no remote or Hybrid setup. Here's What You'll Be Doing This role is a “sales generation and closer” role generating and closing inbound and outbound leads and taking them through the sales opportunity pipeline to close. You will be compensated on the receipt of the sales closed by you in addition to a basic salary that is dependent on your experience and level. At this entry level role, you would be working closely with senior member of the team in an apprenticeship model. As a SaaS software company, we incentivize our sellers on the results delivered via straight percentage-based commission and SPIF with no cliffs and accelerators for overachievers. In this role, you would primarily be selling our go-to-market (GTM) product, Hire2Retire, a niche no-code business process automation product that integrates more than 16 leading HR systems with identity platforms (AD, Azure AD and Google Identity) to automate employee lifecycle and resource & access provisioning to enterprise systems. In addition to it, you may be upselling our API and data integration platforms, Connect iPaaS and Hybrid Integration Platform (HIP). Manage and execute high-velocity outbound multi-channel prospecting strategy and inbound sales closure Plan and prioritize sales activities and customer engagement to exceed assigned sales targets. Drive opportunity creation, deal progression, and closure of new business within defined account segmentation. Track activity in CRM, and leverage leading-edge marketing and sales automation products to engage in high-velocity SaaS sales Own and understand the customers' needs on both a business and technical level to be a trusted advisor solving customer problems Manage and build long-term account relationship What Does Success Look Like? Own and manage sales excellence in outbound lead generation, inbound lead closure, forecasting, pipeline development, and CRM opportunity management Collaborate cross-functionally to maximize probability within target opportunities while driving relationships and credibility with key decision-makers Execute and articulate our value proposition through focused meetings, demos, and customer-centric presentations Laser focus on targets with a drive to overachieve. Required Experience and Qualifications 1+ years of relevant sales and business development experience A bachelor's degree in science or humanities Tech-savvy and able to be naturally fluent and comfortable with technology- we are a leading-edge tech company Familiarity and ability to learn and work on HubSpot, MS Office, Contact databases, LinkedIn Navigator, and related tools and technology Proven software sales experience and track record of over-achieving quota A firm understanding of how to qualify buyer interest and identify target customers Express complex technology use cases in simple coherent language A team-player attitude with a strong desire to help improve internal processes beyond just your day-to-day tasks. Aptitude to grasp technology and be comfortable working with technical teams Strong English language skills in verbal and written communication. You should be a concise and coherent storyteller. Base-level understanding of software solutions, Data Integration, APIs, Application Integration, Data Management, and Business Process Automation, Effective presentation, customer service, financial & business acumen, and negotiation skills. Demonstrated industry knowledge and understanding of a customer's decision-making process, goals, strategies, and business objectives Experience selling within the software sales and SaaS industry including actively partnering with technical sales specialists Benefits At RoboMQ, you'll get the opportunity to work in a fast-moving, award-winning high growth SaaS company Competitive OTE package with experience-based salary and target-based sales commission and incentives Strong, results-oriented culture Work Location: McLean, Virginia (At Office, no Hybrid or Remote) Position type: Full time Compensation: Combination of salary, benefits, and sales commissions RoboMQ is an Equal Opportunity Employer. Applicants must be authorized to work in the US.