Hybrid Client Service & Wealth Operations Associate

Connect Wealth; Annapolis (MD); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Connect Wealth in Annapolis, MD is seeking a Client Service Associate to deliver outstanding client service and manage diverse financial and administrative tasks. This full-time role focuses on building relationships, coordinating client activity with the team, and ensuring smooth onboarding for new clients.

The ideal candidate will be professional, compassionate, and committed to the highest standard of client service, with experience in financial services or internships.

Qualifications

• Financial services experience or applicable internship experience
• Strong organizational and analytical skills
• Interest in financial planning and client service
• Ability to multitask in a fast-paced environment

Responsibilities

• Build and maintain client relationships aimed at client retention; Oversee the new client implementation process, coordinate and guide client activities with team members, and provide assistance as needed.
• Maintain client paper files and electronic data files in a timely manner.
• Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, accounts payables, receivables, supporting advisors as needed.
• Manage and execute client money movement transactions as assigned.
• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results.
• Attend and participate in learning opportunities through client service associate meetings and internal resources.
• Oversee office operational projects on an as needed basis.
• Perform other duties as assigned.

Skills

Organizational skills

Analytical skills

Client service

Job description

Connect Wealth in Annapolis, MD is seeking a Client Service Associate to deliver outstanding client service and manage diverse financial and administrative tasks. This full-time role focuses on building relationships, coordinating client activity with the team, and ensuring smooth onboarding for new clients.

The ideal candidate will be professional, compassionate, and committed to the highest standard of client service, with experience in financial services or internships.