Client Service Associate

Blueprint Wealth Management; Ellicott City (MD); On-site; USD 55,000 - 58,000; Full time

Benefits offered by this job

PTO

401k with 4% match

Job summary

Blueprint Wealth Management is seeking a detail-oriented Client Service Associate for our Ellicott City, MD office. You will be the main client contact, handling communications and administrative tasks to support advisors and deliver exceptional service.

The role emphasizes organization, integrity, and independent work within a collaborative team, with opportunities to handle RMDs, insurance paperwork, and client documentation.

Qualifications

• Bachelor's degree preferred, but not required.
• 1+ years' experience in financial services.
• Excellent communication skills; both verbal and written delivered with a sincere and caring attitude.
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance.
• Proficient across Microsoft Office Suite.
• Collaborative team player willing to assist others.
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks.
• Exhibits meticulous attention to detail and a commitment to accuracy.
• Self-starter who takes initiative and works well independently.
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters.
• Thrive in a 'time sensitive' environment and adaptable to change without affecting the quality of work.

Responsibilities

• Serve as a welcoming, knowledgeable, and dependable point of contact for clients
• Communicate with clients professionally by telephone, email, and in person
• Assist with required minimum distributions (RMDs), annuity servicing, and life insurance paperwork
• Prepare and process client documents and account forms
• Support scheduling, correspondence, and general administrative functions
• Maintain accurate client information, notes, documents, and outstanding tasks in the firm's CRM (Wealthbox)
• Support day-to-day office operations and provide backup assistance to team members as needed, contributing to the success of a highly collaborative and service-oriented team

Skills

Communication skills

Client relationships

Organizational skills

Microsoft Office

Independent worker

Integrity & confidentiality

Education

Bachelor's degree

Tools

Wealthbox CRM

Job description

We believe everyone should be able to live the retirement they've always wanted. Our team of professionals help create a well thought out strategy, using a variety of investments and insurance products and services, designed to help address our clients financial needs and concerns.

As our firm continues to grow, we are seeking a highly organized, detail-oriented, and client-focused Client Service Associate at our Ellicott City, MD office to help deliver the exceptional service and support that our clients have come to expect. This role serves as a key point of contact for clients and plays a vital role in supporting advisors and the overall client experience.

What You'll Do:

• Serve as a welcoming, knowledgeable, and dependable point of contact for clients
• Communicate with clients professionally by telephone, email, and in person
• Assist with required minimum distributions (RMDs), annuity servicing, and life insurance paperwork
• Prepare and process client documents and account forms
• Support scheduling, correspondence, and general administrative functions
• Maintain accurate client information, notes, documents, and outstanding tasks in the firm's CRM (Wealthbox)
• Support day-to-day office operations and provide backup assistance to team members as needed, contributing to the success of a highly collaborative and service-oriented team

What We're Looking For:

• Bachelor's degree preferred, but not required
• 1+ years' experience in financial services
• Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Demonstrates proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Thrive in a 'time sensitive' environment and adaptable to change without affecting the quality of work

What You'll Get:

• $55k - $58k/year based on experience
• PTO
• 401k with 4% match

Schedule:

• Monday-Friday, 8:30am-5:00pm
• Some evenings and weekends required for client events