On-Site Client Service Associate – Finance & Advisory

Quillion Wealth Management; Baltimore (MD); On-site; USD 45,000 - 60,000; Full time

Job summary

Quillion Wealth Management in Baltimore, MD is seeking a Registered Client Service Associate to join our on-site team. In this full-time role, you will support financial advisors by delivering attentive client service, handling calls and inquiries, and preparing account documentation.

The ideal candidate has Series 7 preferred, strong client services and communication skills, and a foundation in finance or brokerage.

Qualifications

• Series 7 and/or 66 licenses preferred; willingness to obtain required licenses within defined timeframe.
• Strong client service and communication skills for building professional, long-term relationships.
• Foundational knowledge of finance, investments, and brokerage or advisory services.
• Ability to learn firm-specific processes and platforms.
• Attention to detail, organizational skills, and ability to handle confidential financial information.
• Proficient with MS Office, CRM systems, and document management tools.
• Able to work on-site with a team and manage multiple tasks under time constraints.
• Associate or bachelor’s degree in business, finance, or related field, or equivalent experience.

Responsibilities

• Provide attentive client service and handle inquiries.
• Prepare account documentation and forms.
• Maintain client records and process transactions.
• Assist with appointment scheduling and onboarding of new clients.
• Coordinate client meetings and prepare reports and materials.
• Follow established policies and compliance procedures.
• Collaborate with the advisory team for a high-quality client experience.
• Support efficient on-site office operations in Baltimore.

Skills

Series 7

Client services

Customer support

Finance knowledge

Securities licenses

Attention to detail

Office software & CRM

Team collaboration

Degree in business/finance

Education

Bachelor's degree in business/finance

Associate degree in business/finance

Job description

Quillion Wealth Management in Baltimore, MD is seeking a Registered Client Service Associate to join our on-site team. In this full-time role, you will support financial advisors by delivering attentive client service, handling calls and inquiries, and preparing account documentation.

The ideal candidate has Series 7 preferred, strong client services and communication skills, and a foundation in finance or brokerage.