Client Service Associate | Rockville, Maryland

Reference Number: MHH7185
Location: Rockville, Maryland

Judson Group has partnered with a boutique wealth management firm located near Rockville, Maryland in the search for a Client Service Associate. This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables.

Responsibilities:

  • Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
  • Act as a liaison between Advisors, clients, and custodians to process client requests and resolve issues
  • Manage the client onboarding process for UHNW clients
  • Maintain client data ensuring accuracy, security, and timeliness
  • Prepare various reports for client reviews and other miscellaneous meetings
  • Answer main phone line and greet clients in office
  • Organize the logistics for team events
  • Develop new ways to continuously provide the best service to the firm’s clients

Requirements:

  • Bachelor’s Degree; designations a plus
  • 2+ years’ experience with a financial services or RIA firm working with UHNW clients
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
  • Knowledge of back-office operations of a financial planning and investment management firm
  • Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must
  • Ability to work independently, with little oversight, but with accountability to the client and the organization

Compensation:
Very competitive base salary, bonus, and benefits

Location:
Rockville, Maryland

Reference Number: MHH7185

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