Client Service Associate – Financial Guidance & PTO + 401k

Advisors Excel, LLC; Ellicott City (MD); Presencial; USD 55.000 - 58.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO

401k with 4% match

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Communication skills

Client relationships

MS Office proficiency

Organizational skills

Independent work

Integrity & confidentiality

Time management

Team player

Educación

Bachelor’s degree preferred

Herramientas

Microsoft Office Suite

Descripción del empleo

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.