Client Service Associate – Financial Guidance & PTO
Listed on 2026-10-10
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Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Advisors Excel, LLC is seeking a Client Service Associate in Ellicott City, MD. This on-site role supports client communications, document processing, and CRM updates to deliver personalized service.
The ideal candidate has 1+ year in financial services, strong MS Office skills, and a proactive, detail-oriented mindset. Monday–Friday hours with occasional evenings for events. PTO and 401k with a 4% match are included.
For the Client Service Associate – Financial Guidance & PTO + 401k position at Advisors Excel, LLC, we are reviewing applications now.
The position is based in Ellicott City, MD, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 55.000 - 58.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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