Client Service Associate - Grow Your Wealth Management Career

Harford Financial Group

Bel Air (MD)

On-site

USD 45,000 - 55,000

Full time

2 days ago

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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.