Client Service Associate - Financial Planning & Wealth Management

Company Description

We are a growing financial planning and wealth management firm with locations in Columbia, MD and Sandy Springs, GA. We’re looking for a detail-oriented financial services professional to partner with an advisor and deliver an exceptional client experience.

At the heart of our firm are five core values of Family, Integrity, Health, Helping Others, and Creativity. We are committed to building a diverse and inclusive team that reflects the broad range of clients and situations that we serve, and feel that embracing different backgrounds, experiences, and perspectives makes us stronger together. This is a full-time hybrid role in the Columbia, Maryland office, with on average 2 days/week in office and 3 days/week remote.

Role Description

The primary responsibilities related to the role are as follows:

• Completes client meeting prep and meeting follow-up for financial advisor
• Documents notes during all of the advisor’s client meetings
• Inputs tasks to the appropriate department following client meetings to ensure follow-through on client expectations
• Builds and maintains client relationships by ensuring client satisfaction for a referable experience
• Assists advisor with delivering recommendations for comprehensive financial planning clients
• Completes money movement requests as needed following client meetings
• Supports financial advisor with client ad-hoc requests and ensures that advisor is following through with their workload and tasks

Required Qualifications

• Ability to build and maintain strong client relationships
• Excellent communication and interpersonal skills
• Strong organizational and time management abilities
• Exceptional attention to detail
• Ability to multitask and handle a large workload

Preferred Qualifications

• Experience with Salesforce
• 3 years of experience in the financial planning or wealth management industry
• Series 7, Series 66, and State Life/Accident/Health Insurance

Salary & Benefits

• Competitive salary based on experience and licensing, with growth opportunities as you advance.
• Fully licensed candidates with 3 years of industry experience and strong administrative skills starting salary range is between $70,000 and $85,000
• Unlicensed candidates with 3 years in the financial planning or wealth management industry starting salary range is between $60,000 and $70,000
• Additional variable compensation/bonuses based on achieving goals and metrics will be offered as well.
• Company-sponsored health insurance
• Company-sponsored life and disability insurance
• 401(k) plan with employer matching
• PTO and holiday pay
• Financial assistance for professional growth opportunities
• Annual bonuses for achieving individual goals, as well as a bonus for the advisor(s) you partner with achieving their bonus metrics
• Company-sponsored team trip for achieving annual team goals