2282 Client Service jobs in Maryland

Are you passionate about helping others and thrive in a fast-paced healthcare environment? Join our team as a Client Service Representative, where you'll play a vital role in supporting hospital in-patients and delivering exceptional service through medical product sales, custom fittings, and patient support.

What You'll Do:

• Provide personalized service to patients by identifying healthcare needs and recommending appropriate products and services.
• Manage inventory and showroom presentation, ensuring stock levels are maintained and displays are neat and organized.
• Perform accurate data entry for patient demographics, insurance verification, and sales/rental transactions.
• Handle payments, generate receipts, and balance cash with precision.
• Conduct custom fittings for mastectomy products, orthopedic supports, and compression hosiery (certification required or obtainable).
• Educate customers and healthcare professionals on product use across all lines.

Qualifications:

• High school diploma or equivalent required.
• Experience in healthcare or medical retail preferred.
• Strong communication and typing skills; familiarity with medical terminology is a plus.
• Comfortable using EPIC, Outlook, Microsoft Office, and other healthcare software systems.
• Certification in compression hosiery and mastectomy products preferred (or obtained within 5 years).

Physical & Mental Requirements:

• Frequent standing, walking, lifting (up to 50 lbs.), and fine hand-eye coordination.
• Strong attention to detail and ability to multitask.
• Comfortable working in a healthcare setting with occasional exposure to medical environments.

Caring for Our Team:

We offer a comprehensive benefits package to support our employees' well-being and professional growth. Benefits include health, dental, and vision insurance available starting the 1st of the month following date of hire, along with life insurance, & short and long-term disability coverage. Paid Time Off begins accruing from day one, and we also provide a 401k plan, an education assistance program, and an employee assistance program. Additionally, employees working evening, night, or weekend shifts may be eligible for a shift differential, adding even more value to your role.

Happy to Help:

At Meritus, we believe in a collaborative and caring work environment. Interactions are an opportunity to learn, listen and to be there for one another. Therefore, we provide warm welcomes, hospitality-driven closures, and are always Happy to Help.

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Service, Skills, Hospital, Client, Animal Care, Retail

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Direct message the job poster from Prime Capital Financial

We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management and retirement plan practice. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their lifes ambitions, and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to be a part of a great team!

OBJECTIVES: A Client Service Specialist will play a crucial role in delivering exceptional client service and building strong relationships with our clients. You will be responsible for providing personalized support and guidance to ensure client satisfaction while also collaborating closely with our team of advisors and portfolio managers. This role requires a deep understanding of wealth management products, excellent communication skills, and a strong commitment to delivering superior service.

Our Standards : Our overall standard is "service excellence." Our goal is to provide the very best experience in service and knowledge to our firm and its associates. As such, our associates must display:

• Ability to work and make decisions independently, with minimal supervision.
• Excellent written and verbal communication skills.
• Comfortable with presenting to senior leaders.
• Superior attention to tasks, detail and follow through.
• Excellent organizational and time-management skills; ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround.
• Ability to successfully prioritize and manage multiple tasks, projects, and assignments.
• Ability to adapt quickly and positively to change.
• Team player and collaborator; invest in building long-lasting relationships both externally and internally.
• Must possess a will-do/cando attitude.
• High standards of professionalism, ethics, confidentiality, and integrity will be paramount for this role.

Key Responsibilities:

Client Relationship Management

• Build and maintain strong relationships with clients, providing prompt and professional assistance.
• Act as the primary point of contact for clients, addressing inquiries, resolving issues, and providing updates on account activities.
• Assist in client onboarding and account setup processes.

Administrative Support

• Handle administrative tasks such as scheduling appointments, managing calendars, and coordinating meetings for Financial Advisors
• Prepare and process client documentation, including account forms, transfer requests, and account updates.
• Maintain accurate and up-to-date client records in the firms CRM system.
• Assist in preparing reports, presentations, and other materials for client meetings and reviews.

Operational Efficiency

• Collaborate with internal departments to ensure seamless operational processes and timely execution of client requests.
• Coordinate with Custodians, third-party teams, and internal WM Operations team to facilitate account transfers, fund transfers, and other transactions.
• Monitor and follow-up on pending client requests and ensure timely completion.
• Stay up-to-date and proficient in all technologies required for this role.

Compliance and Regulation

• Comply with Prime Capital Financial's and FINRA policies and procedures based on a registered or non-registered position.
• Please adhere to all compliance policies, procedures, and regulations.
• Assist in maintaining client confidentiality and data privacy.
• Identify opportunities for process improvements and suggest solutions to enhance operational efficiency and client experience.
• Stay updated on industry trends, regulations, and best practices related to wealth management and client service, as well as all company and custodial changes to policy, procedures, forms, and other daily operations. Attend all offered training sessions relevant to this role.
• Willingness to learn, grow, and change to keep up with the consistent changes in the wealth management industry, technology, rules & regulations.
• Maintain client engagement programs, such as gift cards, outreach, and marketing seminars and efforts to enhance the advisor's business and the overall client experience.
• Exercises correct security procedures for personal workspace.

QUALIFICATIONS:

• High School Diploma or equivalent required.; Bachelor's Degree preferred or equivalent financial services industry experience.
• Prior financial services industry experience preferred
• Series 65 Required or obtained within 9 months of hire
• Strong technology skills are required. Due to the amount of technology used for this position, the CSS must be able to learn and use the various software and programs pertaining to the financial industry.
• Experience with Microsoft Suite,Google Suite, CRM, Salesforce, and Adobe required
• 401(k)
• Generous PTO
• 12 Paid Holidays
• EAP

Compensation:

This is a Non-Exempt Full-time position. Salary is determined based on experience.

Prime Capital Financial provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Wealth brand. Through its Prime Retirement and Prime Wellness brands, the firm also provides retirement plan advisory services and plan participant education. Prime Capital Financial currently has 50+ locations throughout the United States, with over 200 investment advisor representatives and 190+ associates serving clients nationwide. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (PCIA) a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

• Seniority level Associate

• Employment type Full-time

• Job function Administrative

Referrals increase your chances of interviewing at Prime Capital Financial by 2x

Medical insurance

Vision insurance

401(k)

Disability insurance

Paid maternity leave

Paid paternity leave

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Washington, DC $50,000.00-$0, hours ago

Washington, DC 47,000.00- 67,000.00 2 weeks ago

Columbia, MD 56,000.00- 69,000.00 2 days ago

Washington, DC 60,000.00- 90, minutes ago

Arlington, VA 50,000.00- 80,000.00 1 week ago

Washington, DC 80,000.00- 100,000.00 4 days ago

Arlington, VA 90,000.00- 115, hours ago

Bethesda, MD 55,000.00- 70,000.00 2 months ago

Arlington, VA 60,000.00- 65,000.00 1 month ago

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The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.

Essential Responsibilities and Tasks:

• Live and exemplify the Five Principles of Mars, Inc. within self and team.
• Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
• Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients.
• Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.
• Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services.
• Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
• Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.
• Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.
• Conduct administrative functions as necessary.
• Other job duties as assigned.

The Five Principles:

• Quality The consumer is our boss, quality is our work and value for money is our goal.
• Responsibility As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others.
• Mutuality A mutual benefit is a shared benefit; a shared benefit will endure.
• Efficiency We use resources to the full, waste nothing and do only what we can do best.
• Freedom We need freedom to shape our future; we need profit to remain free.

Hiring Qualifications / Competencies:

• Leadership: Customer Focus, Peer Relationships, Integrity & Trust, Action Oriented, Listening
• Functional: Preventative care and OWPs, Communication Skills, Client Service Skills, Priority Setting, Time Management

Capabilities and Experience (Can Do):

• Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
• Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills.
• Organizational ability Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order.
• Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions.
• Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service.
• Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions.
• Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement.
• Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc.

Attitudes (Will Do):

• Initiative shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done.
• Integrity Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment.
• Cooperativeness Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others.
• Flexibility Is open to changing situations and opportunities and is willing to perform all tasks assigned.
• Independence Able and willing to perform tasks and duties without supervision.
• Tolerance for Stress / Resiliency Maintains a positive "can do" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations.

Special Working Conditions:

• Ability to work at a computer for long periods of time.
• Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)
• Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.
• Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
• The noise level in the work environment is moderately high.
• Requires sufficient ambulatory skills in order to perform duties while at hospital.
• Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
• Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.

Experience, Education and/or Training:

• High School Diploma or equivalent preferred.
• Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.
• One year related experience required with customer service preferred.
• Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.

Banfield Pet Hospital strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability.

Pay Range: $16.16 - $20.66 Hourly

The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.

Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets.

Check out some of our "Meow-velous" benefits:

• Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
• Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
• Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
• Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
• Top-Tier Mental Health and Wellbeing Resources

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. The industrys brightest talent drives our efforts to deliver purposeful work and meaningful impac Client Service, Specialist, Service, Client, Business Services

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Specialist at McGriff, a division of Marsh McLennan Agency (MMA).

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Client Service Specialist on the Property & Casualty Commercial Lines team, you'll build and maintain professional rapport with clients, vendors and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams.

A P&C License is required for this position within 90 days of hire. McGriff assists and funds the licensing process.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business
• High school diploma or equivalent
• Demonstrated proficiency in computer applications such as Microsoft Office Suite
• Demonstrate strong organizational and project skills
• Strong communication and interpersonal skills (written and verbal)
• Act with responsiveness, urgency and professionalism in all matters
• Prioritize work to achieve timely completion of the most critical and sensitive activities
• Respond quickly to client requests and work to provide appropriate information
• Accept accountability for the quality of work

These additional qualifications are a plus, but not required to apply:

• Industry specific experience
• LOB designations
• College or advanced degree

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid Work
• Charitable contribution match programs
• Stock purchase opportunities

The applicable base salary range for this role is $34,700 to $64,600.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.