Associate - Client Service

RS Will Wealth Management is currently accepting resumes for a full-time Associate - Client Service position based in Frederick, Maryland (not remote). Please submit resumes to thewillgroup@rswill.com - no phone calls or walk-ins will be accepted at this time.

Associate - Client Service

The Associate - Client Service team member is responsible for client onboarding, maintaining advisor and client files, generating client reports, contacting clients to provide or obtain updated information, scheduling meetings with professional staff, and troubleshooting. 

Qualifications 

Series 7 and Series 66 securities licenses.

Responsibilities 

General 

• Opening new accounts, update account information, fill out necessary forms, and perform routine tasks such as updating mailing or other instructions.
• Trains other CSAs or Administrative Assistants, if experienced

Client Service 

• Attends client meetings and takes extensive notes, where appropriate
• Handles requests for transfers of funds in and out of accounts
• Enters or updates cost basis information
• Prepares necessary forms for opening or maintaining accounts
• Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests
• Maintains information in the CRM system

Benefits

Full-time position. Eligible for Healthcare and wellness benefits, PTO, 401k and Profit-Sharing plan.

This position is located in Frederick, Maryland, and is not remote.

About RS Will Wealth Management

At RS Will Wealth Management, we believe wealth management is about more than just investments—it’s about relationships, trust, and long-term partnership. We work closely with our clients to understand what matters most to them, providing customized financial planning and investment strategies designed to support their goals at every stage of life. Our team is committed to delivering a high level of service with integrity, transparency, and care.