Client Associate

Marks Wealth, LLC; Ellicott City (MD); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

On-site gym

Paid time off

Relocation assistance

Job summary

Marks Wealth, LLC, based in Ellicott City, MD, seeks a Client Associate to support advisors by preparing meeting materials, maintaining client records, and assisting with account setup and transfers. You will handle inquiries by phone, email, and in person, ensuring a professional, timely client experience.

This full-time, on-site role offers growth opportunities, including an ownership track for senior producers and firm-wide bonuses.

Qualifications

• Strong client-facing and service-oriented abilities.
• High attention to detail and organizational skills.
• Proficiency with office tools and comfort learning financial planning software.
• Ability to work collaboratively, maintain confidentiality, and demonstrate professionalism.
• Interest in pursuing CFP or other licenses is a plus.

Responsibilities

• Prepare client meeting materials and maintain accurate client records.
• Assist with account setup, transfers, and ongoing service requests.
• Respond to client inquiries and schedule meetings across phone, email, and in person.
• Support basic financial data entry and coordination with custodians and internal teams.
• Contribute to improving client service processes and assist with light business development.

Skills

Client services

Attention to detail

Office productivity

Team collaboration

Industry certifications (CFP)

Education

CFP certification preferred

Tools

CRM software

Microsoft Office

Job description

Marks Wealth, LLC provides individualized financial planning services to individuals and businesses, both locally and remotely, to help clients meet their short-term and long-term financial goals. The firm’s Forbes nationally ranked team offers comprehensive wealth management, portfolio and asset management, and legacy planning. Core services include retirement planning, investment and risk management, tax-efficient strategies, estate and legacy planning, and behavioral finance coaching. In a complex global market environment, Marks Wealth, LLC is committed to actively monitoring clients’ financial futures so they can focus on the moments that matter most.

Role Description

The Client Associate role is a full-time, on-site position based in Ellicott City, MD. In this role, the Client Associate supports advisors by preparing client meeting materials, maintaining accurate client records, and assisting with account setup, transfers, and ongoing service requests. The position involves responding to client inquiries, scheduling meetings, and ensuring a professional and timely client experience across phone, email, and in-person interactions. The Client Associate also helps with basic financial data entry, documentation, and coordination with custodians and internal teams to ensure smooth operational workflows. This role may assist with follow-up on recommendations, support light business development activities, and contribute to improving client service processes. There are firm growth associated bonuses included with this role.

Qualifications

• Strong client-facing and service-oriented abilities, including Client Services and Communication skills.
• High attention to detail, organizational skills, and the ability to manage multiple tasks in a fast-paced environment.
• Proficiency with office productivity tools (e.g., Microsoft Office or similar) and comfort learning financial planning and CRM software.
• Ability to work collaboratively with a team, maintain confidentiality, and demonstrate sound judgment and professionalism.
• Interest in pursuing relevant industry certifications (such as CFP or other licenses) is a plus.

Pay

$75,000.00 – $150,000.00 per year, as well as firm growth associated bonuses.

• 401(k)
• 401(k) matching

• Health insurance
• On-site gym
• Paid time off
• Relocation assistance

How We Work as a Team

A five-person team backed by institutional-grade research, active portfolio management, and a planning framework built for high-net-worth households.

Every team member works alongside the firm’s founder, portfolio manager, and principal planner. Career development here is built into the daily work, not reserved for annual reviews.

Meaningful Equity in Your Career

We invest in credentialed professionals and offer a trajectory that rewards those who help grow the practice, including an ownership track for senior producers.

A Client Base That Expects Excellence

Our clients are high-net-worth individuals and families who expect active stewardship of their wealth. The standard is high, and the work reflects it.

Featured In

We’re honored to be recognized by Forbes for the work we do on behalf of our clients.

What We Stand For at Marks Wealth Management

Our clients’ best interests always come first.

We are a client-focused, independent, fiduciary wealth management firm, which means that every recommendation we make is driven by your goals and what is in your best interest.

Your Interests First

As fiduciaries, every decision we make is guided by what serves you and your family best.

Long-Term Partnership

We focus on building relationships designed to last. We aim to be involved in your life as it evolves and your financial needs change.

Thoughtful, Informed Decisions

We ensure that every recommendation reflects both your priorities and current market conditions by combining structured planning and active market insight.

Direct, Personal Access

You work directly with a team that knows your situation and is always available to answer questions or give advice.