Service & Operations Associate

Overview

At The Kelly Group, we aim to build a better community, individual by individual. We are stewards of wealth and well-being, embodying the spirit of the Norman Rockwell Town Doctor by nurturing generations of families with personalized care and enduring dedication. We're a team of passionate individuals dedicated to comprehensive financial planning and wealth management. The Kelly Group, a registered investment adviser with the Securities and Exchange Commission, consists of a talented team of financial advisors, planners, client services associates, and operations specialists.

We are searching for an Associate to grow and develop within our firm. Join us in our mission to nurture generations of families with personalized care and enduring dedication. Apply now and be a part of our journey at The Kelly Group in Bel Air, Maryland.

Position Overview

We are seeking an organized, detail-oriented Entry-Level Service & Operations Associate to support our advisors and clients. This role is ideal for someone interested in building a career in financial services and learning how a professional financial planning and wealth management firm operates behind the scenes. You will play a key role in client service, account administration, and day-to-day operations.

• Assist with new account setup, transfers, and maintenance paperwork
• Support client service requests (address changes, beneficiary updates, distributions, etc.)
• Prepare and process documents with custodians and internal systems
• Maintain accurate client records and documentation
• Help schedule client meetings and prepare meeting materials
• Support compliance and operational workflows as needed
• Communicate professionally with clients, custodians, and team members
• Identify process improvements and contribute to operational efficiency

• Bachelor’s degree in finance, business, economics, or a related field preferred
• Strong organizational skills and attention to detail
• Clear written and verbal communication skills
• Comfortable with technology and learning new systems (CRM, custodial platforms, Microsoft Office)
• Professional, dependable, and client-focused mindset
• Prior office, customer service, or financial services experience is a plus, but not required

• Training and mentorship in the financial services industry
• Exposure to financial planning, investment operations, and compliance
• Clear growth path toward operations, client service, or advisory roles
• Competitive compensation for an entry-level position
• Comprehensive benefits package including health, vision, and dental insurance
• Disability coverages
• Supportive, team-oriented work environment

Application Instructions

To apply, please submit your resume and cover letter highlighting your relevant experience and why you’re interested in joining The Kelly Group to