Private Wealth Associate — Client Service & Onboarding

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 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.