Client Service Associate - Ellicott City, MD

Advisors Excel, LLC; Ellicott City (MD); Vor Ort; USD 55.000 - 58.000; Vollzeit

Benefits dieser Stelle

PTO

401k with 4% match

Zusammenfassung

Advisors Excel, LLC is seeking a Client Service Associate in Ellicott City, MD. This on-site role supports client communications, document processing, and CRM updates to deliver personalized service.

The ideal candidate has 1+ year in financial services, strong MS Office skills, and a proactive, detail-oriented mindset. Monday–Friday hours with occasional evenings for events. PTO and 401k with a 4% match are included.

Qualifikationen

• Bachelor’s degree preferred.
• 1+ years of financial services experience.
• Excellent verbal and written communication.
• Building trust-based client relationships.
• Proficient with Microsoft Office and CRM systems.
• Strong organizational skills and attention to detail.
• Self-starter who works well independently.
• Commitment to ethical conduct with confidential client information.

Aufgaben

• Serve as a welcoming, knowledgeable point of contact for clients.
• Communicate with clients via telephone, email, and in person.
• Assist with RMDs, annuity servicing, and life insurance paperwork.
• Prepare and process client documents and account forms.
• Support scheduling, correspondence, and general admin tasks.
• Maintain accurate client information in the CRM (Wealthbox).
• Assist day-to-day office operations and back up teammates as needed.

Kenntnisse

Communication skills

Client relationships

MS Office proficiency

Organizational skills

Independent work

Integrity & confidentiality

Time management

Team player

Ausbildung

Bachelor’s degree preferred

Tools

Microsoft Office Suite

Jobbeschreibung

Location: Ellicott City, MD

Remote Status: On-Site

Job Id:4055

# of Openings:1

Position: Client Service Associate

Overview:

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.

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