Client Services Associate

Client Service Associate

On-site | Full-Time | Annapolis, MD

This is a high-impact opportunity for someone who loves helping people, staying organized, and keeping client relationships running smoothly. You will support an established advisor, play a key role in the client experience, and grow inside a collaborative, family-oriented team.

WHY THIS ROLE STANDS OUT

This position was created because of firm growth and increasing client demand. The team is busy, relationship-driven, and looking for someone who can help carry the workload while protecting the high-touch service experience clients have come to expect.

It is a strong fit for someone who enjoys variety in the day, values teamwork, and wants a path to grow over time. Long term, this role can create opportunities within operations, planning, or even an advisor track for the right person.

WHAT YOU'LL DO

• Prepare client meeting folders and help keep weekly meetings running smoothly.
• Handle follow-up tasks after meetings, including paperwork, documentation, and gathering outstanding items.
• Support new client onboarding by helping set up accounts and ensuring the process moves efficiently from start to finish.
• Speak with clients by phone to answer service questions and assist with requests in a professional, reassuring manner.
• Help with administrative tasks tied to distributions, required minimum distributions, and account servicing.
• Schedule client meetings and coordinate logistics as needed.
• Learn the full client service and operational workflow so you can become a dependable partner to the advisor and team.
• Use systems such as Redtail, eMoney, Black Diamond, Dropbox, and Docusign to pull information, organize records, and support client service work.

WHAT SUCCESS LOOKS LIKE

• Clients feel taken care of and receive timely, thoughtful support.
• Meeting preparation and post-meeting follow-up are handled accurately and efficiently.
• The advisor and team can rely on you to stay organized, solve problems, and keep work moving.
• You become someone who understands how the firm works and contributes to its strong client retention culture.

WHAT WE'RE LOOKING FOR

• Prior client service experience, ideally in financial services or another professional office environment.
• A natural problem solver who enjoys getting things done and following through.
• Strong organizational skills and attention to detail.
• Comfort speaking with clients and building trust over the phone and in person.
• A team-first mindset and willingness to jump in where needed.
• General understanding of retirement accounts such as IRAs and 401(k)s.
• A college degree is appreciated but not required.

CULTURE

The team environment is collaborative, casual, and relationship-driven - not overly corporate. People genuinely work together, value client relationships, and take pride in maintaining a strong service culture

APPLY

If you are organized, service-minded, and excited about joining a close-knit team where your work will matter every day, this is the kind of opportunity worth exploring.