Client Onboarding & Service Excellence Specialist

MidAtlantic IRA, LLC; Frederick (MD); On-site; USD 45,000 - 65,000; Full time

Job summary

MidAtlantic IRA, a Frederick, MD-based self-directed IRA administrator, is seeking a Client Associate to be the backbone of the onboarding experience for new clients. You will guide clients through paperwork, coordinate transfers, and ensure smooth onboarding.

This in-office role in Frederick, MD involves coordinating with banks, keeping Zoho CRM up to date, and ensuring clients feel supported and informed from day one.

Qualifications

• Customer service experience is required.
• Banking or financial services experience is strongly preferred.
• Organized but flexible in a dynamic small-office environment.
• Self-starter who takes initiative and communicates clearly.
• Comfortable using standard business software and CRM tools.

Responsibilities

• Send application and account-opening paperwork to prospective clients and guide them through the process.
• Review and process new account paperwork, transfer requests, and transactions.
• Serve as primary contact for client inquiries by phone, email, and inbox.
• Follow up on missing documents and pending transfers to keep accounts moving.
• Coordinate with banks to initiate and track transfer requests.
• Maintain accurate client records in Zoho CRM and assist with portal access.
• Collaborate with sales, compliance, and operations to resolve issues.
• Handoff newly funded clients to the investment operations team.

Skills

Customer service

Financial services

Organized

Self-starter

Clear communicator

Zoho CRM

Tools

Zoho CRM

Job description

MidAtlantic IRA, a Frederick, MD-based self-directed IRA administrator, is seeking a Client Associate to be the backbone of the onboarding experience for new clients. You will guide clients through paperwork, coordinate transfers, and ensure smooth onboarding.

This in-office role in Frederick, MD involves coordinating with banks, keeping Zoho CRM up to date, and ensuring clients feel supported and informed from day one.