Private Wealth Associate

Verdence Capital Advisors; Cockeysville (MD); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision insurance (emr

401k program

Educational assistance

Wellness reimbursement

Paid time off

Holidays

Parental leave

Job summary

Verdence Capital Advisors is seeking a Private Wealth Associate to partner with Advisors and internal teams, ensuring an exceptional client experience while handling day-to-day administrative tasks. You will help retain clients, support operating targets, and drive continuous improvement in a professional environment.

The role requires elevated organization, sound judgment, discretion, and the ability to manage multiple priorities as the firm grows. A professional dress code is expected.

Qualifications

• Bachelor's degree plus 5+ years in client service and/or claims management, or a high school diploma with 10+ years in client service/financial management.
• Proficiency with MS Office, custodian platforms, and other desktop applications.
• Strong organizational skills and ability to manage multiple priorities.
• Self‑motivated with excellent attention to detail.
• Excellent written, verbal, and interpersonal communication.

Responsibilities

• Provide exceptional service to an assigned group of client accounts.
• Manage client onboarding and document opening new accounts.
• Monitor client accounts and service requests; identify process improvements.
• Build and strengthen relationships with clients through ongoing support.
• Resolve issues in a manner appropriate for client and firm.
• Use systems and resources to perform work efficiently.
• Maintain complete client and policy data in Verdence systems.
• Support Advisors with meetings, scheduling, and post-meeting deliverables.

Skills

Client service

Organizational skills

Communication

Attention to detail

Multi-priority management

Education

Bachelor's degree

High School diploma / GED

Tools

MS Office

Custodian platforms

Desktop applications

Job description

Verdence Capital Advisors (VCA) is a $5.7 billion Registered Investment Advisor with 70 employees, serving ultra-high-net-worth families, business owners, executives, athletes, and entertainers. The firm provides comprehensive wealth management, including financial planning, portfolio strategy, alternative investments, estate planning, philanthropy, tax and legal coordination, and multigenerational legacy planning.

Explore our services, team and more at verdence.com.

The role

We're looking for a Private Wealth Associate (PWA) to join our team. This individual will serve as a key partner to Advisors and internal functional areas, helping to maintain an exceptional client experience while ensuring the smooth execution of day-to-day administrative and operational activities.

This role directly contributes to key business outcomes, including but not limited to client retention, client satisfaction, supporting operating targets and fostering continuous improvement.

It requires elevated organizational skills, sound judgment, discretion, and the ability to manage multiple priorities while supporting the needs of a growing firm. We maintain a highly professional environment. As a representative of our firm and stewards of our brand, employees are expected to dress in professional business attire.

What you'll do

• Provide exceptional service to an assigned group of client accounts
• Manage client onboarding and provide correct documentation for opening new accounts
• Continuously monitor client accounts and service requests, and identify opportunities to improve our processes
• Build and strengthen relationships with existing clients by providing ongoing customer support
• Resolve issues in a manner that’s appropriate for both the client and the firm
• Use systems, services, and resources to execute work as effectively and efficiently as possible
• Maintain complete and accurate client and policy data within Verdence systems
• Execute other tasks, when appropriate, to support Advisors including, but not limited to preparing for meetings and scheduling, follow-up on post meeting deliverables, travel arrangements, expense management, etc.

What you bring

• Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or financial management experience
• Proficiency and aptitude in utilizing MS Office, custodian platforms and other desktop applications
• Strong organizational skills and ability to manage multiple priorities
• Self-motivated with excellent attention to detail
• Excellent written, verbal, and interpersonal communication skills
• Proficiency in Microsoft Office and other business applications
• Strong client service skills and professional judgment
• Proactive communication and follow-through

The compensation package for this position consists of a base salary (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by VCA. This includes, but is not limited to medical, dental, and vision insurance (all employer-paid), disability and life insurance, 401k, educational assistance, wellness reimbursement, PTO, holidays, and parental leave. The salary range for this position will be $60,000 to $80,000. Salary will be commensurate with experience, skills, credentials, and geographical location of each candidate.

The team at VCA, and their diverse skills, experiences and backgrounds, drive our ongoing success. We are committed to providing equal employment opportunities to all employees and applicants for employment.