Client Service Associate

Silver Spring, MD - USA

Monthly Salary: $ 60 - 75

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

We are a financial advisory firm in Silver Spring MD focused on providing personalized wealth planning and investment management to individuals families retirees and business owners. We serve as trusted partners to our clients helping them navigate major financial decisions and thoughtfully adapting plans as life evolves. Through tailored financial planning retirement planning asset management education funding tax strategies and more we bring clarity and confidence to their financial lives while emphasizing trust education and collaboration.

As the Client Service Associate within our firm you will play an essential role in supporting both the Founder and our clients. This includes facilitating ongoing client service responding to inquiries preparing and processing paperwork resolving service-related issues and handling day-to-day administrative and operational tasks. You are organized attentive to detail proactive and committed to delivering an experience that makes every client feel like the most important person in the world. You are a problem-solver who anticipates next steps embraces technology and takes pride in offering solutions rather than obstacles. You love to learn and are always looking for ways to expand your impact. As a firm we value ongoing professional development and continuing education providing support and resources to help you expand your knowledge strengthen your skills and advance within our team.

General Responsibilities:

Serve as a professional and dependable point of contact for clients and internal team members
Answer screen and route phone calls assisting clients directly or taking messages as appropriate
Support client onboarding account maintenance and service requests in compliance with firm policies
Prepare and ensure new account paperwork is successfully submitted
Correspond with clients to understand and resolve client service needs as they arise tracking to completion and providing necessary updates
Proactively identify client needs and escalate matters as appropriate
Create and maintain accurate client records in the CRM system ensuring all confidential and required information is securely stored
Coordinate client meetings calendars and communications with accuracy and discretion
Assist advisors with operational and administrative tasks to ensure timely and efficient service delivery

Qualifications:

Bachelors degree highly preferred or equivalent work experience
3 years of progressive experience in wealth management highly preferred; candidates with experience in similar financial services environments such as accounting banking investment operations insurance or mortgage industry roles with a focus on processing are also encouraged to apply
Tech-savvy and highly proficient in Microsoft Office suite (Excel Word and PowerPoint); strong ability to learn and apply new software systems quickly
Knowledge of industry-specific software preferred; familiarity with Wealthbox Holistiplan eMoney and Morningstar is a plus
Excellent follow-through and communication regarding status of open items
Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
Excellent interpersonal and communication skills; ability to communicate in a pleasant tactful and effective manner (both orally and in writing) and to handle difficult sensitive issues

Compensation & Benefits:

Competitive base compensation of $60K-$75K depending on experience
Bonus potential based on individual and firm performance
Retirement plan
Health insurance
Paid time off and holidays
Opportunities for career growth in client service and operation focused positions

Required Experience:

General Responsibilities:

Serve as a professional and dependable point of contact for clients and internal team members
Answer screen and route phone calls assisting clients directly or taking messages as appropriate
Support client onboarding account maintenance and service requests in compliance with firm policies
Prepare and ensure new account paperwork is successfully submitted
Correspond with clients to understand and resolve client service needs as they arise tracking to completion and providing necessary updates
Proactively identify client needs and escalate matters as appropriate
Create and maintain accurate client records in the CRM system ensuring all confidential and required information is securely stored
Coordinate client meetings calendars and communications with accuracy and discretion
Assist advisors with operational and administrative tasks to ensure timely and efficient service delivery

Qualifications:

Bachelors degree highly preferred or equivalent work experience
3 years of progressive experience in wealth management highly preferred; candidates with experience in similar financial services environments such as accounting banking investment operations insurance or mortgage industry roles with a focus on processing are also encouraged to apply
Tech-savvy and highly proficient in Microsoft Office suite (Excel Word and PowerPoint); strong ability to learn and apply new software systems quickly
Knowledge of industry-specific software preferred; familiarity with Wealthbox Holistiplan eMoney and Morningstar is a plus
Excellent follow-through and communication regarding status of open items
Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
Excellent interpersonal and communication skills; ability to communicate in a pleasant tactful and effective manner (both orally and in writing) and to handle difficult sensitive issues

Compensation & Benefits:

Competitive base compensation of $60K-$75K depending on experience
Bonus potential based on individual and firm performance
Retirement plan
Health insurance
Paid time off and holidays
Opportunities for career growth in client service and operation focused positions

Required Experience: