Client Service Specialist - SC&H Wealth

SC&H; Cockeysville (MD); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health plan

Paid time off

8 firm-paid holidays

401k with employer match

Firm trip

Job summary

SC&H Wealth Advisors, an SEC-registered investment advisory firm, is seeking a Client Service Specialist to support high net worth clients with investment, tax and financial planning services.

The role emphasizes effective communication, accuracy, and the ability to manage multiple projects. Candidates should have 0-2 years in financial services, MS Office skills, and a willingness to obtain Series 65/66 within six months. Maryland location.

Qualifications

• 0-2 years of professional business experience.
• Experience with investments or financial services (preferred but not required).
• An understanding of how markets work.
• Strong ability to use Microsoft applications (Excel, Word, Outlook).
• Sharp attention to detail and ability to manage multiple projects in a timely manner.
• Must be able to work under pressure in meeting critical and time sensitive deadlines.
• Series 65 or 66 license, or be willing to become licensed in the first 6 months.
• Bachelor’s Degree (preferred but not required).

Skills

Investment knowledge

MS Office

Attention to detail

Time management

High-pressure work ethic

Communication skills

Education

Bachelor’s Degree (preferred)

Series 65/66 license

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

The SC&H Wealth, is an SEC-registered investment advisory firm with the objective of delivering independent tax, financial planning, and investment advice to high net worth individuals and families. To meet these objectives, we have assembled a team of CPA’s, CFP’s and other financial specialists in the areas of income and estate tax planning and compliance, estate and trust administration, investment management, and holistic financial planning. Today, SC&H Wealth Advisors work to meet the financial needs of SC&H’s most sophisticated individual and family clients. As we continue to grow, we are looking to add a Client Service Specialist to our team.

Any unsolicited resumes submitted through our website or to SC&H Group, Inc., employee e-mail accounts are considered property of SC&H Group, Inc., and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for SC&H Group, Inc., there must be a formal written agreement in place and the agency must be invited, by SC&H's Talent Acquisition team, to submit candidates for review.

We Are Currently Looking For Professionals With

• 0-2 years of professional business experience
• Experience with investments or financial services (preferred but not required)
• An understanding of how markets work
• Strong ability to use Microsoft applications (Excel, Word, Outlook)
• Sharp attention to detail and ability to manage multiple projects in a timely manner
• Must be able to work under pressure in meeting critical and time sensitive deadlines
• Series 65 or 66 license, or be willing to become licensed in the first 6 months
• Bachelor’s Degree (preferred but not required)

All Candidates Will Demonstrate

• Effective written and verbal communication skills
• Ability to self-check work for accuracy
• The ability to recognize and actively seek on-the-job learning to understand role and responsibilities
• The ability to think independently

About Sc&h

SC&H is a national consulting and financial services firm, home to people who believe in the power of trusted personal relationships. Everyone here shares a passion for driving results — a passion fueled by the genuine connections we forge. Our expert capabilities and exceptional service have shaped the firm’s longstanding reputation for excellence and impressive growth. But it’s the partnerships we foster and success we help deliver that make each day rewarding — for our colleagues, our clients, and our community.

SC&H has been deemed a “best place to work” by Inc., Baltimore Business Journal, Accounting Today, and Inside Public Accounting. In 2022, Inside Public Accounting recognized us as the fastest growing firm for organic growth in the United States. Our success is driven by 11 diverse practices at the intersection of finance, enterprise technology, and accounting, 400 employees, and a client base of rapidly growing startups to world-renowned Fortune 500 companies. This is the place to build lasting professional relationships, grow your skills, and fulfill your potential.

SC&H

Make it Rewarding.

Salary & Benefits

The expected annual base salary for this position is $55,000-120,000. Salary offers are made based on a variety of candidate specific factors such as candidate's skills, performance, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. As a 100% employee-owned firm, SC&H offers the unique benefit of real equity ownership for every colleague with at least 1 year of service. Watch your stake grow as your tenure increases and the firm achieves success. We also offer a comprehensive health plan with multiple options to suit your needs, at least 4 weeks of paid time off, 8 firm-paid holidays, 401k with employer match, and an annual firm trip for you and a guest to an all-inclusive tropical location.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.