Wealth Management Client Services Associate

JCW Group; Towson (MD); In loco; USD 55.000 - 75.000; Tempo pieno

Descrizione del lavoro

JCW Group in Towson, MD is seeking a Client Services Associate to support wealth advisors and be a main point of contact for clients. You will help keep account and service work accurate and on time, while building trusted relationships with senior-level clients.

Ideal candidates have a Series 65 license or are pursuing it, with a background in finance or wealth management, and a strong eye for detail and communication.

Competenze

• Series 65 license is required or a commitment to obtain.
• Background in finance or wealth management.
• Strong attention to detail and organizational skills.
• Excellent communication with senior-level clients.

Mansioni

• Serve as a responsive contact for high-net-worth clients.
• Prepare for and follow up on client meetings.
• Process account openings, transfers, journaling, and beneficiary updates.
• Maintain client records and workflows in Salesforce.
• Support performance reporting and billing in Orion and Black Diamond.
• Coordinate with custodians, CPAs, attorneys, and internal teams.

Conoscenze

Client service

Attention to detail

Communication

Finance knowledge

Strumenti

Salesforce

Orion

Black Diamond

Schwab

Fidelity

Descrizione del lavoro

JCW Group in Towson, MD is seeking a Client Services Associate to support wealth advisors and be a main point of contact for clients. You will help keep account and service work accurate and on time, while building trusted relationships with senior-level clients.

Ideal candidates have a Series 65 license or are pursuing it, with a background in finance or wealth management, and a strong eye for detail and communication.