<p>We are looking for a Customer Service Representative II to support customer interactions in a fast-paced position based in Baltimore, Maryland. This role focuses on delivering courteous, efficient service across phone-based communications while helping customers with requests, questions, and order-related needs. The ideal candidate brings strong interpersonal skills, sound judgment, and the ability to manage a steady workflow with accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Respond to inbound customer calls promptly and provide clear, attentive assistance for a range of service-related inquiries.</p><p>• Place outbound calls as needed to follow up on customer requests, confirm details, or provide updates on open issues.</p><p>• Enter orders and update customer information accurately within internal systems while maintaining attention to detail.</p><p>• Resolve routine concerns by identifying the issue, explaining next steps, and escalating more complex matters when appropriate.</p><p>• Deliver a positive service experience by listening carefully, showing empathy, and maintaining composure during challenging interactions.</p><p>• Coordinate with internal teams and staff members to ensure customer needs are addressed in a timely and effective manner.</p><p>• Maintain dependable attendance and manage assigned work during scheduled hours to support consistent service coverage.</p>
<p>We are seeking an experienced Billing & Collections Specialist with a strong background in legal billing and accounts receivable. This role is responsible for the full billing lifecycle, including prebill preparation, invoice processing, electronic billing, and management of client accounts receivable. The ideal candidate will have experience in a midsized to large law firm environment and will work closely with attorneys and the firm’s administrative team to ensure timely billing, accurate invoicing, and proactive collections efforts. This position requires strong attention to detail, organization, and the ability to manage multiple priorities in a deadline-driven environment. </p><p><br></p><p>Key Responsibilities: </p><ul><li>Generate and process bills using the billing system, ensuring accuracy and completeness of all billing information. </li><li>Work closely with attorneys and paralegals to review, edit, and finalize bills in a timely manner. </li><li>Generate and distribute invoices, including transmittal letters and supporting documentation. </li><li>Submit invoices through various channels, including email, electronic billing platforms (e.g., Legal Tracker, CounselLink, etc.) and paper. </li><li>Submit, track, and resolve issues related to electronic billing, including rejected invoices and compliance with client requirements. </li><li>Coordinate with clients and e-billing platforms to resolve rejected invoices or payment delays. </li><li>Ensure adherence to client-specific billing requirements, including billing guidelines, formats, and deadlines. </li><li>Monitor billing status and follow up to ensure timely completion of monthly billing cycles. </li><li>Actively manage assigned accounts receivable, including monitoring aging and identifying past-due balances. </li><li>Conduct follow-up with clients regarding outstanding invoices via email and phone in a detail oriented and timely manner. </li><li>Maintain accurate records of collection efforts and client communications. </li><li>Assist in preparing AR reports, aging summaries, and collection status updates for management and attorneys. </li><li>Provide regular AR and billing status updates to attorneys and management. </li><li>Support monthly, quarterly, and year-end close processes related to billing and collections. </li></ul>
<p>We are looking for a detail-oriented Collections Specialist to support a team in Maryland. This contract opportunity with potential for a permanent role is ideal for someone with experience in collections who can balance administrative accuracy with strong follow-through on delinquent accounts. The person in this role will help maintain critical reporting, coordinate recovery-related activities, and support insurance claim monitoring in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and maintain regular reports related to delinquent accounts.</p><p>• Coordinate the assignment of repossession cases and monitor progress to ensure timely updates and proper documentation.</p><p>• Manage collection-related administrative work, including invoice handling for agencies and repossession vendors, record filing, and payment processing.</p><p>• Assemble and organize account documentation for archival and record retention purposes in accordance with internal requirements.</p><p>• File insurance claims and track their status through resolution, ensuring all supporting information is complete and accurate.</p><p>• Review account records for accuracy and update collection files to reflect current activity and next steps.</p><p>• Support day-to-day recovery operations by following established collection processes and responding to assigned tasks promptly.</p>
<p>We are looking for a customer-focused Call Center Representative to handle inbound and outbound calls, provide exceptional service, and resolve customer inquiries efficiently.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle a high volume of inbound and outbound customer calls</li><li>Respond to customer inquiries regarding products, services, and account information</li><li>Document customer interactions accurately in CRM systems</li><li>Troubleshoot issues and provide effective resolutions</li><li>Process orders, updates, and account changes</li><li>Meet quality, productivity, and attendance expectations</li><li>Escalate complex concerns when appropriate</li></ul><p><br></p>
We are looking for a Portfolio Manager to join a private wealth management firm in Maryland. In this role, you will partner with senior leadership and advisors to support investment analysis, portfolio oversight, client communications, and business development efforts. This opportunity is well suited for a finance specialist who combines strong market knowledge with strong presentation skills and a client-focused mindset.<br><br>Responsibilities:<br>• Collaborate with wealth advisors and firm leadership to assess client portfolios and support investment decisions aligned with client objectives.<br>• Oversee day-to-day portfolio activity, including trade coordination, rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations.<br>• Develop clear, effective presentation materials and portfolio reviews for client meetings, internal discussions, and prospective client conversations.<br>• Build financial models and reporting tools in Excel to evaluate investment performance, allocations, and planning scenarios.<br>• Contribute to new business initiatives by preparing materials for prospects and supporting advisor outreach efforts.<br>• Communicate effectively with clients, advisors, and internal stakeholders to address questions and provide timely portfolio-related updates.<br>• Apply knowledge of public market strategies, alternative investments, and financial planning concepts to support portfolio recommendations and client servicing.
We are looking for an experienced Financial Advisor to support clients with thoughtful wealth planning and investment guidance. In this role, you will develop tailored financial strategies, oversee portfolio performance, and help individuals make informed decisions aligned with their long-term objectives. The ideal candidate combines strong market knowledge with a consultative approach and a commitment to outstanding client service.<br><br>Responsibilities:<br>• Develop trusted client relationships by assessing financial priorities, risk appetite, and long-range objectives to deliver individualized guidance.<br>• Design comprehensive wealth strategies that address investment planning, retirement preparation, and broader financial goals.<br>• Evaluate market activity, investment products, and asset allocation options to recommend suitable portfolio approaches.<br>• Review and adjust client portfolios regularly to reflect changing market conditions and evolving financial needs.<br>• Maintain full compliance with applicable regulations, firm standards, and ethical standards in all advisory activities.<br>• Expand business opportunities through prospecting, referrals, networking, and engagement within the community.<br>• Educate clients on financial concepts, investment choices, and diversification strategies so they can make confident decisions.<br>• Partner with internal and external specialists, including tax and estate planning advisors, to deliver well-rounded financial solutions.