Senior Client Success Associate - Finance Onboarding

CivicMinds, Inc; Columbia (MD); On-site; USD 65,000 - 85,000; Full time

Job summary

A financial services firm in Columbia, MD is seeking a Finance Recruiter to manage client relationships and onboarding. The ideal candidate will have a Bachelor's degree in finance and 3-10 years of experience in client services. Responsibilities include handling client inquiries, assisting onboarding, and maintaining relationships through effective communication. Strong skills in Microsoft Office and Salesforce CRM are preferred. This full-time role offers a dynamic environment with growth opportunities.

Qualifications

• 3-10 years of experience in a client services role at a financial services firm.
• Detail and service-oriented, with excellent prioritization skills.
• Self-motivated and collaborative interpersonal skills are ideal.

Responsibilities

• Receive and address inbound client inquiries.
• Assist in client onboarding and document preparations.
• Maintain and document client relationships effectively.

Skills

Client management

Microsoft Office Suite

Salesforce CRM

Verbal communication skills

Written communication skills

Education

Bachelor's degree in finance or related subject

Tools

Salesforce CRM

Charles Schwab advisor platform

Job description

A financial services firm in Columbia, MD is seeking a Finance Recruiter to manage client relationships and onboarding. The ideal candidate will have a Bachelor's degree in finance and 3-10 years of experience in client services. Responsibilities include handling client inquiries, assisting onboarding, and maintaining relationships through effective communication. Strong skills in Microsoft Office and Salesforce CRM are preferred. This full-time role offers a dynamic environment with growth opportunities.