Client Service Associate
$60,000–$75,000 year
On-site · Silver Spring, Maryland, United States
Job Summary
Client Service Associate at a wealth-management-focused financial advisory firm in Silver Spring, MD. Responsible for supporting the Founder and clients through onboarding, account maintenance, service requests, paperwork processing, client communications, CRM data integrity, calendar coordination, and collaboration with advisors to ensure timely service. Requires proactive problem-solving, attention to detail, technology proficiency (MS Office; familiarity with Wealthbox, Holistiplan, eMoney, Wealth.com, Morningstar), and strong interpersonal communication. Bachelor's degree (or equivalent) preferred and 3 years of progressive wealth-management experience; compensation includes base salary ($60K-$75K) plus bonus potential, benefits, and growth opportunities.
Required Qualifications
- Bachelor’s 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, Wealth.com, 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
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