Client Services Associate

Client Service Associate (Wealth Management)

Location: Salisbury, MD (In-Office)

Salary: $40,000 – $50,000 bonus potential

The Role

We are seeking a highly organized, detail-driven Client Service Associate to support two financial advisors in a fast-paced wealth management practice.

This role is critical to the client experience and requires someone who can manage multiple priorities, follow through consistently, and maintain accuracy in a highly regulated environment. The right candidate takes ownership of their work, communicates clearly and professionally, and operates with a strong sense of accountability.

This is not an entry-level administrative role. While this is not a sales position, it does require confidence working directly with clients, strong judgment, and the ability to anticipate needs without constant direction.

What Success Looks Like

• Client requests are handled promptly and accurately (same-day response expected)
• Advisors are consistently prepared for meetings with complete and accurate materials
• Account paperwork and processing are completed with minimal errors
• Client data is consistently up to date and well-documented in CRM systems
• Competing priorities are managed effectively without dropped tasks or missed follow-ups

Key Responsibilities

• Manage account opening and maintenance with strict adherence to compliance and documentation requirements
• Prepare for client meetings, including reports, financial planning data, and follow-up tasks
• Maintain detailed and accurate client records within CRM and planning systems
• Serve as a primary point of contact for client service requests and issue resolution
• Coordinate with advisors, broker-dealer, and compliance partners to ensure timely processing
• Track and execute multiple ongoing client and planning-related projects
• Handle administrative responsibilities (phones, processing, documentation) with a high level of professionalism and efficiency
• Ensure all work aligns with firm policies and industry regulations

Required Experience & Skills

• 2 years of experience in a client-facing or service role required (financial services strongly preferred)
• Experience working in a detail-sensitive, deadline-driven environment
• Strong organizational and time management skills with the ability to manage multiple priorities simultaneously
• High level of accuracy and attention to detail (this is critical to success in the role)
• Professional written and verbal communication skills
• Proficiency in Microsoft Office; ability to quickly learn new systems
• Experience with CRM systems (Redtail preferred)

Core Traits We’re Looking For

• Follows through without reminders
• Maintains composure under pressure
• Takes ownership and accountability for outcomes
• Anticipates needs rather than reacting to them
• Comfortable working in a structured, process-driven environment

This Role Is NOT a Fit If You:

• Prefer a slower-paced or low-volume work environment
• Struggle with organization or managing multiple tasks simultaneously
• Require constant direction or supervision
• Are uncomfortable working with detailed processes and compliance requirements
• Do not enjoy client interaction or problem-solving

Work Environment & Requirements

• Full-time, in-office role in Salisbury, MD
• Must be able to reliably commute or relocate prior to start
• Regular interaction with clients, advisors, and external partners

Benefits

• 401(k)
• Health Savings Account
• Life Insurance
• Paid Time Off
• Paid Training
• Volunteer Time Off

To Apply

Please submit your resume along with a brief paragraph describing your experience supporting clients or working in a fast-paced, detail-oriented role.