Client Services Specialist - Wealth Management

Advisor Talent Solutions; Ellicott City (MD); On-site; USD 55,000 - 58,000; Full time

Benefits offered by this job

PTO

401k with 4% match

Job summary

Blueprint Wealth Management in Ellicott City, MD is seeking a Client Service Associate to serve as a welcoming, knowledgeable contact for clients. You will assist with account documents, RMDs, and life insurance paperwork, and support scheduling and office operations.

The role requires strong communication skills, attention to detail, and the ability to build trusted client relationships. A bachelor's degree is preferred, with 1+ years in financial services; training provided.

Qualifications

• 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

Responsibilities

• 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

Skills

Communication skills

Client relationship building

Microsoft Office proficiency

Time management

Independent worker

Education

Bachelor’s degree preferred

Tools

Microsoft Office Suite

Job description

Blueprint Wealth Management in Ellicott City, MD is seeking a Client Service Associate to serve as a welcoming, knowledgeable contact for clients. You will assist with account documents, RMDs, and life insurance paperwork, and support scheduling and office operations.

The role requires strong communication skills, attention to detail, and the ability to build trusted client relationships. A bachelor's degree is preferred, with 1+ years in financial services; training provided.