Client Services Associate
Listed on 2026-02-16
-
Finance & Banking
Bank Customer Service
Overview
Job Title: Registered/ Non-Registered Client Service Associate
Company: Delmarva Financial Group
Location: Arnold, MD
About Us:
Delmarva Financial Group is a financial services and wealth management firm located near Annapolis, MD. Our professionals have 70 plus years of combined experience in the financial services and wealth management industry.
We are seeking a highly motivated and detail-oriented Registered Client Service Associate to join our team. In this role, you will be responsible for providing exceptional client service to our valued clientele. You will work closely with our financial advisors to ensure client needs are met and that all client service activities are executed efficiently and accurately.
Key Responsibilities- Respond promptly and professionally to client inquiries via phone, email, and in-person.
- Process client requests, including account transfers, withdrawals, and other service requests.
- Prepare and distribute client reports and statements.
- Schedule and coordinate client meetings.
- Maintain accurate client records in our CRM system.
- Assist with clients onboarding and off-boarding processes.
- Operations Support:
- Assist with the preparation and submission of regulatory filings.
- Maintain compliance with all applicable regulations and industry’s best practices.
- Assist with the resolution of client service issues.
- Participate in team meetings and training sessions.
- Other duties as assigned.
- Bachelor’s degree in finance, Business, or a related field preferred.
- Series 6 or 7 and 63 securities licenses preferred, or willing to study and pass in first year.
- Minimum of 2 years of experience in a client service role within the financial services industry.
- Understanding of financial products and services.
- Excellent written and verbal communication skills.
- Strong interpersonal and relationship-building skills.
- Proven ability to work independently and as part of a team.
- Proficient in Microsoft Office Suite and CRM software.
- Detail-oriented with strong organizational and time-management skills.
- Excellent customer service and problem-solving skills.
- Competitive salary and benefits package, which may include:
- Medical, dental, and vision insurance
- Retirement plan with employer match
- Paid time off (PTO)
- Continuing education opportunities
Please submit your resume and cover letter to:
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).