Client Service Associate

Harford Financial Group; Bel Air (MD); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

401(k)

Paid time off

Paid holidays

Bonus opportunities

Job summary

Harford Financial Group in Bel Air, MD, is seeking a full-time, in-person Client Service Associate. You will deliver exceptional service to clients by phone and in person, and you will prepare and process new accounts, distributions, transfers, and other requests.

You’ll learn our wealth management processes, manage multiple priorities with accuracy, and collaborate with client service and advisory teams. The role welcomes candidates with a college degree, strong communication, and a desire to

Qualifications

• College graduate with a focus on client service or related field.
• Strong communication and relationship-building abilities.
• Organized, dependable, and accurate with attention to detail.

Responsibilities

• Provide exceptional service to clients by phone and in person.
• Prepare and process new accounts, paperwork, distributions, transfers, and other client requests.
• Maintain client accounts and prepare information for client meetings.
• Learn and master our firm's systems, processes, and approach to client service.
• Manage multiple priorities while maintaining accuracy and follow-through.
• Collaborate closely with our client service and advisory teams.

Skills

People skills

Detail-oriented

Eager to learn

Team player

Education

College graduate

Job description

Full-Time | In-Person | Bel Air, Maryland

Starting Salary: $50,000 | Monday-Friday, 8:00 a.m. to 4:30 p.m

Are you great with people, detail-oriented, eager to learn, and looking for a place where client service can become your career?

This position offers the opportunity to build specialized wealth management knowledge, develop strong client relationships, take on increasing responsibility, and grow within our Client Service team. This role is intended for individuals pursuing a long-term career in client service and relationship management, rather than a Financial Advisor career path.

You might be just beginning your career, or you may already have experience in financial services and be looking for a firm where you can keep learning, grow, and build your future in client service. We’re open to both. What matters most to us is finding someone who is motivated, adaptable, eager to learn, and willing to embrace how our team works together to serve our clients.

No financial services experience? That's okay. We'll train the right person. Already have experience? We value what you've learned and want someone who is equally excited to keep learning.

What You’ll Do

• Provide exceptional service to clients by phone and in person
• Prepare and process new accounts, paperwork, distributions, transfers, and other client requests
• Maintain client accounts and prepare information for client meetings
• Learn and master our firm's systems, processes, and approach to client service
• Manage multiple priorities while maintaining accuracy and follow-through
• Collaborate closely with our client service and advisory teams

Grow With Us

• As your knowledge and confidence grow, so will your responsibilities. You'll have the opportunity to develop more advanced wealth management skills, including trading, cash management, cost-basis analysis, tax-efficient trading, tax-loss harvesting, and investment model rebalancing.
• Our goal is to develop the right person for advancement to Senior Client Service Associate, with greater responsibility, deeper expertise, and the opportunity to eventually help train and mentor others.

You May Be a Great Fit If You:

• Are a college graduate motivated to learn and grow
• Genuinely enjoy client service and helping people
• Are organized, detail-oriented, dependable, and accurate
• Communicate exceptionally well and enjoy working as part of a team
• Can pivot when priorities change
• Take ownership and follow through
• Are adaptable and open to learning new ways of doing things
• Want to build a long-term career within client service

Previous financial services experience is not required. If you do have experience, we are looking for someone with a strong foundation who remainscurious, flexible, and eager to learn our firm's approach.

Completion of the Securities Industry Essentials (SIE) exam is preferred but not required. Candidates must be willing to obtain a Notary Public commission and Series 7 in the future.

What We Offer

• Health, life, short-term and long-term disability insurance, 401(k), paid time off, paid holidays, and bonus opportunities.

Ready to Build Your Career With Us?

Whether you're beginning your career or you've already discovered that client service is where you want to build your future, we'd love to hear from you.