Client Service Associate - Ellicott City, MD
Advisor Talent Solutions•Ellicott City, MD
•$55,000 - $58,000•Onsite
About The Position
Blueprint Wealth Management is seeking a highly organized, detail-oriented, and client-focused Client Service Associate at their Ellicott City, MD office. This role serves as a key point of contact for clients and plays a vital role in supporting advisors and the overall client experience. The firm aims to help clients live the retirement they’ve always wanted through well-thought-out strategies using a variety of investments and insurance products and services.
Requirements
- 1+ years’ experience in financial services
- Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Demonstrates proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits meticulous attention to detail and a commitment to accuracy
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
- Thrive in a “time sensitive” environment and adaptable to change without affecting the quality of work
Nice To Haves
- Bachelor’s degree preferred, but not required
Responsibilities
- Serve as a welcoming, knowledgeable, and dependable point of contact for clients
- Communicate with clients professionally by telephone, email, and in person
- Assist with required minimum distributions (RMDs), annuity servicing, and life insurance paperwork
- Prepare and process client documents and account forms
- Support scheduling, correspondence, and general administrative functions
- Maintain accurate client information, notes, documents, and outstanding tasks in the firm’s CRM (Wealthbox)
- Support day-to-day office operations and provide backup assistance to team members as needed, contributing to the success of a highly collaborative and service-oriented team
Benefits
- PTO
- 401k with 4% match
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
