Join our fast growing firm and team!
- Experience working in a wealth management firm 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: $55,000-$60,000
Health insurance
401(k) matching
Paid time off
Weekly Schedule
Monday-Friday
40 hours per week
Job Type: Full-time
Pay: $55,000.00 - $60,000.00 per year
Benefits:
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Client Service Associate in Wealth Management Firm: 2 years (Required)
Ability to Relocate:
- Annapolis, MD: Relocate before starting work (Required)
Work Location: In person