Senior Client Success Associate - Finance Onboarding
civicmindsColumbia, MD
Senior Client Success Associate - Finance Onboarding
civicmindsColumbia, MD
yesterday
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsFinancial Clerks, All OtherIndustries
Executive Search ServicesEmployment Placement AgenciesOther Activities Related to Credit IntermediationAbout the role
A financial services firm in Columbia, MD is seeking a Finance Recruiter to manage client relationships and onboarding. The ideal candidate will have a Bachelor's degree in finance and 3-10 years of experience in client services. Responsibilities include handling client inquiries, assisting onboarding, and maintaining relationships through effective communication. Strong skills in Microsoft Office and Salesforce CRM are preferred. This full-time role offers a dynamic environment with growth opportunities.
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JOB OVERVIEW
Experience level
Mid
Location
Columbia, MD
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Executive Search Services
Posted
yesterday
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