Client Service Associate, Wealth Management — Hybrid (Towson)

HB Wealth; Towson (MD); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive PTO/holiday policy

401(k) match

Eligible for benefits from day one

Paid maternity/paternity leave

20% remote work flexibility

Cell phone stipend

Job summary

A national wealth management firm in Towson is seeking a Client Service Associate to build strong client relationships and focus on client administration. This role involves assisting with client requests, account maintenance, and ensuring compliance with cybersecurity policies. The ideal candidate should have exceptional communication skills, proficiency with Microsoft Office, and a client-first attitude. The position offers competitive benefits including a flexible work environment, 401(k) match, and professional development opportunities.

Qualifications

• Ability to take direction from multiple sources with demonstrated follow-through.
• High level of confidentiality.
• Self-motivated and client-first attitude.

Responsibilities

• Assist with client requests and inquiries regarding accounts.
• Process client brokerage accounts and ensure documentation accuracy.
• Update and verify client details in CRM.

Skills

Exceptional written and oral communication

Project management

Proficiency with Microsoft Office

Strong analytical and problem-solving skills

High organization and attention to detail

Interpersonal skills

Tools

CRM software

Portfolio reporting software

Job description

A national wealth management firm in Towson is seeking a Client Service Associate to build strong client relationships and focus on client administration. This role involves assisting with client requests, account maintenance, and ensuring compliance with cybersecurity policies. The ideal candidate should have exceptional communication skills, proficiency with Microsoft Office, and a client-first attitude. The position offers competitive benefits including a flexible work environment, 401(k) match, and professional development opportunities.