Client Onboarding & Service Associate

NFP Corp; Annapolis (MD); On-site; USD 50,000 - 78,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Job summary

NFP Corp is seeking a Client Service Associate based in Annapolis, Maryland. In this role, you will support advisor teams and clients through account operations, onboarding, and ongoing maintenance. Additionally, you'll develop foundational technical knowledge while managing custodial inquiries and ensuring the accuracy of all custodian work.

The ideal candidate will possess a Bachelor’s degree in Finance or Economics, relevant experience in the financial services industry, and strong proficiency with Microsoft Office Suite. The position offers a competitive salary, PTO, 401(k) with match, and additional performance-based incentives.

Qualifications

• Relevant experience in financial services or a related industry is preferred.
• Excellent organizational and time management skills are essential.
• Commitment to ongoing professional growth and development is expected.

Responsibilities

• Process account onboarding and assist with account maintenance.
• Manage custodial inquiries and provide proactive client communication.
• Support retirement account rollovers and general custodial work.

Skills

Client orientation

Organizational skills

Proficiency in Microsoft Office Suite

Time management

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

CRM systems

Custodial platforms

Job description

NFP Corp is seeking a Client Service Associate based in Annapolis, Maryland. In this role, you will support advisor teams and clients through account operations, onboarding, and ongoing maintenance. Additionally, you'll develop foundational technical knowledge while managing custodial inquiries and ensuring the accuracy of all custodian work.

The ideal candidate will possess a Bachelor’s degree in Finance or Economics, relevant experience in the financial services industry, and strong proficiency with Microsoft Office Suite. The position offers a competitive salary, PTO, 401(k) with match, and additional performance-based incentives.