Client Service Associate - Ellicott , MD

Location: Ellicott City, MD

Remote Status: On-Site

Job :4055

# of Openings:1

Position:
Client Service Associate

We believe everyone should be able to live the retirement they've always wanted. Our team of professionals help create a well thought out strategy, using a variety of investments and insurance products and services, designed to help address our clients financial needs and concerns.

• Serve as a welcoming, knowledgeable, and dependable point of contact for clients
• Communicate with clients professionally by telephone, email, and in person
• Assist with required minimum distributions (RMDs), annuity servicing, and life insurance paperwork
• Prepare and process client documents and account forms
• Support scheduling, correspondence, and general administrative functions
• Maintain accurate client information, notes, documents, and outstanding tasks in the firm's CRM (Wealthbox)
• Support day-to-day office operations and provide backup assistance to team members as needed, contributing to the success of a highly collaborative and service-oriented team

• Bachelor's degree preferred, but not required
• 1+ years' experience in financial services
• Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Demonstrates proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Thrive in a "time sensitive" environment and adaptable to change without affecting the quality of work

• $55k - $58k/year based on experience
• PTO
• 401k with 4% match

• Monday-Friday, 8:30am-5:00pm
• Some evenings and weekends required for client events