Client Service Associate - Annapolis, MD

Advisor Talent Solutions • Annapolis, MD

6d • Onsite

About The Position

This is a high-impact opportunity for someone who loves helping people, staying organized, and keeping client relationships running smoothly. You will support an established advisor, play a key role in the client experience, and grow inside a collaborative, family-oriented team.

WHY THIS ROLE STANDS OUT
This position was created because of firm growth and increasing client demand. The team is busy, relationship-driven, and looking for someone who can help carry the workload while protecting the high-touch service experience clients have come to expect.
It is a strong fit for someone who enjoys variety in the day, values teamwork, and wants a path to grow over time. Long term, this role can create opportunities within operations, planning, or even an advisor track for the right person.

WHAT YOU'LL DO
Prepare client meeting folders and help keep weekly meetings running smoothly.
Handle follow-up tasks after meetings, including paperwork, documentation, and gathering outstanding items.
Support new client onboarding by helping set up accounts and ensuring the process moves efficiently from start to finish.
Speak with clients by phone to answer service questions and assist with requests in a professional, reassuring manner.
Help with administrative tasks tied to distributions, required minimum distributions, and account servicing.
Schedule client meetings and coordinate logistics as needed.
Learn the full client service and operational workflow so you can become a dependable partner to the advisor and team.
Use systems such as Redtail, eMoney, Black Diamond, Dropbox, and Docusign to pull information, organize records, and support client service work.

WHAT SUCCESS LOOKS LIKE
Clients feel taken care of and receive timely, thoughtful support.
Meeting preparation and post-meeting follow-up are handled accurately and efficiently.
The advisor and team can rely on you to stay organized, solve problems, and keep work moving.
You become someone who understands how the firm works and contributes to its strong client retention culture.

Requirements

• Prior client service experience, ideally in financial services or another professional office environment.
• A natural problem solver who enjoys getting things done and following through.
• Strong organizational skills and attention to detail.
• Comfort speaking with clients and building trust over the phone and in person.
• A team-first mindset and willingness to jump in where needed.
• General understanding of retirement accounts such as IRAs and 401(k)s.

Nice To Haves

• A college degree is appreciated but not required.

Responsibilities

• Prepare client meeting folders and help keep weekly meetings running smoothly.
• Handle follow-up tasks after meetings, including paperwork, documentation, and gathering outstanding items.
• Support new client onboarding by helping set up accounts and ensuring the process moves efficiently from start to finish.
• Speak with clients by phone to answer service questions and assist with requests in a professional, reassuring manner.
• Help with administrative tasks tied to distributions, required minimum distributions, and account servicing.
• Schedule client meetings and coordinate logistics as needed.
• Learn the full client service and operational workflow so you can become a dependable partner to the advisor and team.
• Use systems such as Redtail, eMoney, Black Diamond, Dropbox, and Docusign to pull information, organize records, and support client service work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed