Service & Operations Associate - Full-Time

The Kelly Group - Financial Planning and Wealth Management; Bel Air (MD); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Training and mentorship

Comprehensive benefits package including health, vision, and dental insurance

Supportive, team-oriented work environment

Job summary

The Kelly Group - Financial Planning and Wealth Management in Bel Air, Maryland, is seeking an Entry-Level Service & Operations Associate. The role involves essential client service tasks and operations support within a dynamic financial planning firm. Ideal candidates possess strong organizational skills and a degree in finance or related fields. The company offers comprehensive benefits, training, and clear career growth paths. Join our team to nurture community well-being with personalized service.

Qualifications

• Bachelor's degree preferred but not required.
• Strong organizational skills and attention to detail.
• Clear written and verbal communication skills.

Responsibilities

• Assist with new account setup, transfers, and maintenance paperwork.
• Support client service requests and prepare meeting materials.
• Maintain accurate client records and documentation.

Skills

Organizational skills

Attention to detail

Communication skills

Technology comfort

Education

Bachelor's degree in finance, business, economics or related field

Tools

Microsoft Office

CRM systems

Job description

At The Kelly Group, we aim to build a better community, individual by individual. We are stewards

of wealth and well-being, embodying the spirit of the Norman Rockwell Town Doctor by nurturing

generations of families with personalized care and enduring dedication. We're a team of passionate

individuals dedicated to comprehensive financial planning and wealth management.

The Kelly Group, a registered investment adviser with the Securities and Exchange Commission,

consists of a talented team of financial advisors, planners, client services associates, and

operations specialists. We are searching for an Associate to grow and develop

within our firm.

Position Overview

We are seeking an organized, detail-oriented Entry-Level Service & Operations Associate to support

our advisors and clients. This role is ideal for someone interested in building a career in

financial services and learning how a professional financial planning and wealth management firm

operates behind the scenes. You will play a key role in client service, account administration, and

day-to-day operations.

Key Responsibilities

• Assist with new account setup, transfers, and maintenance paperwork
• Support client service requests (address changes, beneficiary updates, distributions, etc.)
• Prepare and process documents with custodians and internal systems
• Maintain accurate client records and documentation
• Help schedule client meetings and prepare meeting materials
• Support compliance and operational workflows as needed
• Communicate professionally with clients, custodians, and team members
• Identify process improvements and contribute to operational efficiency

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field preferred
• Strong organizational skills and attention to detail
• Clear written and verbal communication skills
• Comfortable with technology and learning new systems (CRM, custodial platforms, Microsoft Office)
• Professional, dependable, and client-focused mindset
• Prior office, customer service, or financial services experience is a plus, but not required

What We Offer

• Training and mentorship in the financial services industry
• Exposure to financial planning, investment operations, and compliance
• Clear growth path toward operations, client service, or advisory roles
• Competitive compensation for an entry-level position
• Comprehensive benefits package including health, vision, and dental insurance
• Disability coverages
• Supportive, team-oriented work environment

Join us in our mission to nurture generations of families with personalized care and enduring

dedication. Apply now and be a part of our journey at The Kelly Group in Bel Air, Maryland.

Application Instructions

To apply, please submit your resume and cover letter highlighting your relevant experience and why you're interested in joining The Kelly Group to [e-mail].