14 Client Service Associate (Wealth Management Firm) Jobs in Annapolis, MD
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CovingtonAlsina is Hiring a Client Service Associate (Wealth Management Firm) Near Annapolis, MD
Join our fast growing firm and team!
- Experience working in a wealth management or financial planning office required!
Why Work With Us?
Dynamic Environment: Be a part of a fast-paced, thriving workplace where every day brings new challenges and opportunities
Professional Growth: Elevate your career in the world of finance, with ample room for personal and professional development
Prime Location: Our office is nestled in the heart of Annapolis, offering a vibrant work environment and easy access to local amenities
CovingtonAlsina wealth management firm is seeking a Client Service Associate with 2 years experience working in a wealth management or financial planning office to join our team! Are you a driven individual with a knack for exceptional customer service? Are you passionate about finance and wealth management? If so, we have the perfect opportunity for you!
Job Description: Join our dynamic team as a Client Service Associate! You'll be at the heart of our operations, supporting our Advisors while catering to the needs of our clients. As a pivotal member of our service team, you'll be the connective tissue between client and advisor, ensuring seamless interactions every step of the way!
How the Client Service Associate contributes to the success of the firm:
In charge of managing daily client transactions and activities, liaising with custodians and other relevant professionals to ensure smooth execution of client transactions and operational processes. Offering necessary information, guidance, and instructions as needed. responsibilities include:
- Coordinate the set up and ongoing maintenance of client accounts at the custodians
- Coordinate cashiering needs such as wires, checks, EFTs, etc.
- Compile and complete necessary client and custodian paperwork
- Troubleshoot and resolve client issues. Escalate internally with the team or with custodian as required
- Prepare annual and semi-annual investment portfolio reviews as well as any monthly or quarterly reports for clients
- Communicate directly with clients and other interested parties, in both written and verbal formats, as needed to provide superior client service
- Record all client contact and activity information into our workflow system
- Provide Notary Public services to clients, if needed
- Provide other support to the client service teams as needed
- Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, colleagues, and other business entities. This includes compliance with legal, professional, and established firm standards of conduct
Experience:
BS/BA degree from an accredited college or university or equivalent experience required
3-5 years experience in a wealth management firm
Strong MS Office skills
Benefits
Salary: $50,000-$60,000
Health insurance
401(k) matching
Paid time off
Weekly Schedule
Monday-Friday
40 hours per week
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Relocate:
- Annapolis, MD: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
Business Services
$59k-77k (estimate)
04/23/2024
04/26/2024
covingtonalsina.com
ANNAPOLIS, MD
25 - 50
2012
Private
<$5M
Business Services
Related Companies
The job skills required for Client Service Associate (Wealth Management Firm) include Client Service, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate (Wealth Management Firm). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate (Wealth Management Firm). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate (Wealth Management Firm) positions, which can be used as a reference in future career path planning. As a Client Service Associate (Wealth Management Firm), it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate (Wealth Management Firm). You can explore the career advancement for a Client Service Associate (Wealth Management Firm) below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.
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