Client Service Associate

Connect Wealth; Annapolis (MD); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Connect Wealth in Annapolis, MD is seeking a Client Service Associate to deliver outstanding client service and manage diverse financial and administrative tasks. This full-time role focuses on building relationships, coordinating client activity with the team, and ensuring smooth onboarding for new clients.

The ideal candidate will be professional, compassionate, and committed to the highest standard of client service, with experience in financial services or internships.

Qualifications

• Financial services experience or applicable internship experience
• Strong organizational and analytical skills
• Interest in financial planning and client service
• Ability to multitask in a fast-paced environment

Responsibilities

• Build and maintain client relationships aimed at client retention; Oversee the new client implementation process, coordinate and guide client activities with team members, and provide assistance as needed.
• Maintain client paper files and electronic data files in a timely manner.
• Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, accounts payables, receivables, supporting advisors as needed.
• Manage and execute client money movement transactions as assigned.
• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results.
• Attend and participate in learning opportunities through client service associate meetings and internal resources.
• Oversee office operational projects on an as needed basis.
• Perform other duties as assigned.

Skills

Organizational skills

Analytical skills

Client service

Job description

About Connect Wealth: Connect Wealth helps clients simplify their financial lives so they can focus on what matters most. The firm provides wealth solutions designed to turn finances into a source of empowerment rather than anxiety, grounded in their values of authenticity, trust, and shared success. Team members build genuine relationships through personalized, respectful interactions with clients and colleagues. Connect Wealth is deeply committed to community, viewing client achievements as shared wins and working collaboratively toward long-term financial goals.

Role Description: The Client Service Associate is a full-time position that will be instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, and managing a diversity of financial and administrative tasks, then this opportunity is for you. The right fit will be professional, compassionate, and consistently provide the highest standard of client service.

Location: Annapolis, MD (On-site with one remote day)

Salary: $50K-$70K (based on experience)

Responsibilities:

• Build and maintain client relationships aimed at client retention; Oversee the new client implementation process, coordinate and guide client activities with team members, and provide assistance as needed.
• Maintain client paper files and electronic data files in a timely manner.
• Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, accounts payables, receivables, supporting advisors as needed.
• Manage and execute client money movement transactions as assigned.
• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results.
• Attend and participate in learning opportunities through client service associate meetings and internal resources.
• Oversee office operational projects on an as needed basis.
• Perform other duties as assigned.

Ideal Candidate:

• Strong organizational and analytical skills
• Interest in financial planning and client service
• Ability to multitask in a fast-paced environment

Qualifications:

• Financial services experience or applicable internship experience