Client Services Associate

1 month ago

Towson, United States who... a staffing company Full time

CLIENT SERVICE ASSOCIATE: COCKEYSVILLE, MD


Who Staffing is looking for a Client Service Associate for a full-time, direct hire opportunity with our client in Cockeysville, MD. This role is on-site five days a week.


Job Summary:

Our client, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join their growing team as a Client Service Associate. This position plays an important role in supporting their Advisors and creating an exceptional customer experience for their clients as they work to bring clarity and understanding to their financial lives. This individual will be responsible for assisting Advisors in client meetings, building financial plans, and implementing proposed strategies. This position will also assist with account opening and account maintenance as needed. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.


Job Responsibilities:

  • Oversee and own Financial Planning Process:
  1. Enter client data into financial planning software programs and spreadsheets
  2. Generate financial analyses and financial plans for clients and coordinate with Advisor
  3. Develop a close, long-term relationship with clients, in conjunction with Advisor, to understand client’s current circumstances and future needs or wishes
  4. Aid in review preparation and presentation of financial strategies designed to help clients pursue their long-term goals
  5. Attend client meetings, as needed, in a technical, supporting, and learning role
  6. Mentor and teach team members related to financial planning agreement process and software
  • Coordinate with Director of Investments for Client portfolio management
  1. Portfolio trading and assistance with sleeve maintenance and strategy changes
  2. Analyze approved investments and provide recommended adjustments/additions as necessary
  3. Portfolio structure
  4. Allocation of new client assets
  5. Coordinate portfolio rebalancing and monitor progress towards plan implementation
  6. Portfolio education to team
  • Coordinate efforts between advisors, operations, and clients to ensure follow ups are documented and implemented
  1. Collaborate with Advisors and Operations Department on all ongoing cases
  2. Participate in weekly workflow meetings with Advisor and other internal team members to assist in keeping Advisor focused
  3. Serve as liaison between Advisor and client related to their account
  4. Obtain hobbies and personal information from clients
  5. Develop a close, long-term relationship with clients to understand their current circumstances and future needs or wishes
  • Assist clients with operational inquiries, requests, and problems
  1. Assist with opening new accounts
  2. Assist with completing new account paperwork
  • Become a subject matter expert on Client Experience software and become the point person to assist with creating access for new clients, demonstrations, and troubleshooting any issues that arise
  • Coordinate and initiate Random Acts of Kindness as needed
  • Professional Development and continued education achieved through designations such as the CFP, CFA, ChFC, etc.
  • Attend all training for Operations team
  • Identify, explore, and implement opportunities to streamline workflows
  • Adhere to all company and industry supervisory guidelines and policies


This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, or responsibilities associated with it. As with any smaller organization, this position may be asked and should be willing to take on additional responsibilities as the need arises.


Knowledge, Skills, and Abilities:

  • Knowledge of Financial Advisor office tools (i.e. Orion, Salesforce, etc.) preferred
  • Knowledge of Microsoft Office, including Word, Excel, and Outlook required
  • Excellent interpersonal & communication skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • Ability to handle multiple tasks with precision
  • Analytical and research skills
  • Ability to troubleshoot and problem solve
  • Desire to provide the highest quality of service
  • High level of attention to detail

Preferred Education and Experience:

  • Bachelor’s degree in business administration, accounting, finance, or similar field preferred or commensurate career experience
  • Experience working in a professional office environment preferred
  • 2+ years of experience in the financial industry preferred


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