Client Services Associate

10 hours ago


Towson, Maryland, United States who... a staffing company Full time
Client Service Associate

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Who Staffing. As a Client Service Associate, you will play a critical role in supporting our Advisors and creating an exceptional customer experience for our clients.

Key Responsibilities:
  • Financial Planning Process: Enter client data into financial planning software programs and spreadsheets, generate financial analyses and financial plans for clients, and coordinate with Advisors to develop a close, long-term relationship with clients.
  • Client Portfolio Management: Coordinate with the Director of Investments for client portfolio management, analyze approved investments, and provide recommended adjustments/additions as necessary.
  • Client Communication: Collaborate with Advisors and Operations Department on all ongoing cases, participate in weekly workflow meetings, and serve as a liaison between Advisors and clients.
  • Operational Support: Assist clients with operational inquiries, requests, and problems, assist with opening new accounts, and complete new account paperwork.
Requirements:
  • Education: Bachelor's degree in business administration, accounting, finance, or similar field preferred or commensurate career experience.
  • Experience: 2+ years of experience in the financial industry preferred.
  • Skills: Excellent interpersonal and communication skills, excellent attitude and client service orientation, and ability to handle multiple tasks with precision.

We offer a dynamic and supportive work environment, opportunities for professional development, and a competitive compensation package. If you are a motivated and detail-oriented individual with a passion for helping others, we encourage you to apply for this exciting opportunity.



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