Towson, Maryland, United States · On-site
$25/hr–$27/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Active Listening, Attention To Detail, Critical Thinking, Customer And Client Focus, Oral Communications
Towson, Maryland, United States · On-site
$78k–$125k/yr
Finance Manager, Engineering – NA/EMEA Pro Electrified Design Center - Hybrid Towson, MD, USA Come build something that matters. It takes great people to achieve greatness. People with a sense of purpose and integrity. P…
Skills: Financial Modeling, FP&A, Budget Management, Strategic Planning, Executive Communication
Towson, Maryland, United States · Hybrid
$28/hr–$36/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Advisory, Client Experience, Customer and Client Focus, Oral Communications
Towson, Maryland, United States · On-site
Leadership & Staff Development Supervise accountants, providing coaching, training, and performance feedback. Assign work, manage deadlines, and ensure accuracy and completeness of deliverables. Develop staff capabilitie…
Skills: Financial Reporting, Staff Supervision, GAAP, GASB, Month-end Close
Towson, Maryland, United States · Hybrid
$75k–$90k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Advisory, Client Experience, Customer and Client Focus, Oral Communications
Towson, Maryland, United States · Hybrid
$65k–$120k/yr
Company:Marsh McLennan Agency Description: Marsh McLennan Agency Account Manager, Personal Lines Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result …
Skills: Customer Service, Time Management, Organization, Microsoft Office Suite, Microsoft Excel
Towson, Maryland, United States · Hybrid
$41k–$77k/yr
Company:Marsh McLennan Agency Description: Marsh McLennan Agency Associate Account Manager, Business Insurance Select Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’…
Skills: Insurance Support, Endorsements Preparation, Certificates Preparation, Audits, Applications
Towson, Maryland, United States · Hybrid
Company:Marsh McLennan Agency Description: Marsh McLennan Agency Senior Account Manager, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result…
Skills: Client Relationship Management, Coverage Analysis, Risk Management, Carrier Negotiation, Proposal Preparation
Towson, Maryland, United States · Hybrid
OVERVIEW Sr. Account Executive – Employee Benefits Hybrid | Office Meetings and Client Travel At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creat…
Skills: Employee benefits, Strategic consulting, Client relationship management, Benefits strategy, Data analysis
Towson, Maryland, United States · Remote OK
At Legacy Wealth Financial (powered by GFI), we believe financial clarity shouldn’t be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehe…
Skills: Financial Consulting, Strategic Planning, Client Relationship Management, Wealth Accumulation, Insurance Solutions
Annapolis, Maryland, United States · On-site
$60k–$65k/yr
About the role Job Description: As an Assistant Property Manager at Thomas Park Management, you will play a pivotal role in ensuring the efficient operation of our portfolio. This position combines customer service excel…
Skills: Customer Service, Property Management, Process Improvement, COI Management, Tenant Relations
Towson, Maryland, United States · Hybrid
Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, …
Skills: Sales, Business development, Client relationship management, Consultative selling, Strategic planning
Towson, Maryland, United States · Hybrid
Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, …
Skills: Employee benefits, Risk management, Account management, Client retention, Strategic relationship management
Towson, Maryland, United States • On-site
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Responsible for guiding beneficiaries through the wealth transition process of deceased account assets. This includes handling inbound calls, processing legal documentation, and referring clients to internal financial specialists.
Requires strong computer skills, a results-driven mindset, and the ability to handle complex client inquiries. A bachelor's degree or at least one year of experience in a performance-based environment is desired.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Life Services Financial Services Representative (Transition Specialists) are owners of the wealth transition process for the team. Their day-to-day includes a combination of taking inbound calls, pre-filling and processing documents, and preparing accounts for distribution to heirs. In any one 8-hour shift, you may speak with beneficiaries, executors, attorneys, advisors, or state officials. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process.
Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
Triages client requests and makes referrals to appropriate internal specialists
Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
Drive the wealth transition process forward through a combination of inbound and outbound calls, document processing, and distribution processing
Provide excellent client service to build value and identify opportunities for deepening conversations with our licensed FSAs
Build relationships with clients through proactive outreach and client-focused call flow
De-escalate client concerns by empathizing, taking ownership, and providing clear next steps and time frames
Responsible for executing on client disposition instructions for both simple and complex scenarios, including multiple beneficiary scenarios
Delivers solutions and experiences that improve clients’ financial lives
Applies learnings and adapts new information to identify appropriate client solutions
Builds strong client relationships through effective communication and collaboration
Displays a proactive and ambitious mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Demonstrates a willingness to establish a career in the financial services industry
Strong computer application skills, including Microsoft Office
Ability to take 15-20 calls per day
Coachable
Desire to provide white-glove service
Careful attention to detail
Excellent verbal & written communication skills
Problem solving skills
Bachelor’s degree and/or minimum of one year of experience in a performance-based environment
Active Listening
Attention to Detail
Critical Thinking
Customer and Client Focus
Oral Communications
Account Management
Client Experience Branding
Decision Making
Emotional Intelligence
Result Orientation
Adaptability
Coaching
Prioritization
Referral Identification
Written Communications
Pay Transparency details
US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031)Pay and benefits informationPay range$25.00 - $27.00 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
There are currently 71 open finance & accounting positions in Towson, MD listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Chesapeake Employers' Insurance Company, Frazier & Deeter, GBMC HealthCare, Gallagher Bassett, M&T Bank, among others. Browse the listings above to see every active employer.
Yes — 37 of the 71 open finance & accounting positions offer remote or hybrid work (4 remote, 33 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
