Wealth Client Services Associate

PowerToFly; Baltimore (MD); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Medical, Prescription Drug, Dental, and Vision Insurance

401(k) with employer matching

Paid Time Off and Holidays

Disability and Life Insurance

Parental Leave and Vacation Days

Job summary

A leading financial services firm seeks a Registered Client Service Associate in Baltimore, MD, to enhance client relationships and provide exceptional service. The role requires active Series 7 and Series 66 (or 63 and 65) licenses along with strong interpersonal skills and industry knowledge. Responsibilities include onboarding clients, preparing financial reports, and collaborating with Financial Advisors. The firm offers competitive compensation with a salary range of $34,320-$90,000 and comprehensive benefits, fostering diversity within the workforce.

Qualifications

• Active Series 7, 66 or 63 and 65 licenses required.
• Two or more years of industry experience preferred.

Responsibilities

• Cultivate and enhance client relationships through communication.
• Assist with Firm services and solutions based on client needs.
• Onboard and maintain client accounts.
• Prepare financial plans and reports for client meetings.

Skills

Strong industry knowledge

Exceptional writing and interpersonal skills

Detail oriented

Strong computer skills

Team player

Goal oriented

Education

High School Diploma or equivalency

College degree preferred

Tools

Microsoft Office products

Job description

A leading financial services firm seeks a Registered Client Service Associate in Baltimore, MD, to enhance client relationships and provide exceptional service. The role requires active Series 7 and Series 66 (or 63 and 65) licenses along with strong interpersonal skills and industry knowledge. Responsibilities include onboarding clients, preparing financial reports, and collaborating with Financial Advisors. The firm offers competitive compensation with a salary range of $34,320-$90,000 and comprehensive benefits, fostering diversity within the workforce.