Client Service Associate - Annapolis, United States - CovingtonAlsina

Description

Join our fast growing firm and team
- _
Experience working in a wealth management or financial planning office required_


Why Work With Us?
-
Dynamic Environment_**: Be a part of a fast-paced, thriving workplace where every day brings new challenges and opportunities
-
Professional Growth_**: Elevate your career in the world of finance, with ample room for personal and professional development
-
Prime Location_**: Our office is nestled in the heart of Annapolis, offering a vibrant work environment and easy access to local amenities

CovingtonAlsina wealth management firm is seeking a Client Service Associate
with 2+ years experience working in a wealth management or financial planning office to join our team Are you a driven individual with a knack for exceptional customer service? Are you passionate about finance and wealth management? If so, we have the perfect opportunity for you

Join our dynamic team as a Client Service Associate You'll be at the heart of our operations, supporting our Advisors while catering to the needs of our clients.

As a pivotal member of our service team, you'll be the connective tissue between client and advisor, ensuring seamless interactions every step of the way


How the Client Service Associate contributes to the success of the firm:

In charge of managing daily client transactions and activities, liaising with custodians and other relevant professionals to ensure smooth execution of client transactions and operational processes.

Offering necessary information, guidance, and instructions as needed.


responsibilities include:

• Coordinate the set up and ongoing maintenance of client accounts at the custodians
• Coordinate cashiering needs such as wires, checks, EFTs, etc.
• Compile and complete necessary client and custodian paperwork
• Troubleshoot and resolve client issues. Escalate internally with the team or with custodian as required
• Prepare annual and semiannual investment portfolio reviews as well as any monthly or quarterly reports for clients
• Communicate directly with clients and other interested parties, in both written and verbal formats, as needed to provide superior client service
• Record all client contact and activity information into our workflow system
• Provide Notary Public services to clients, if needed
• Provide other support to the client service teams as needed
• Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, colleagues, and other business entities. This includes compliance with legal, professional, and established firm standards of conduct

Experience:

BS/BA degree from an accredited college or university or equivalent experience required

3-5 years experience in a wealth management firm

Strong MS Office skills


Benefits

Salary:
$50,000-$60,000

Health insurance

401(k) matching

Paid time off


Weekly Schedule
Monday-Friday

40 hours per week


Pay:
$50, $60,000.00 per year


Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Annapolis, MD: Relocate before starting work (required)

Work Location:
In person