Client Service Associate - Rockville, United States - Vintage Financial Partners

Description

Who we are:

Vintage Financial Partners, a growing wealth management firm, is seeking a Client Services to assist us in helping clients achieve their financial goals.

This is your chance to play a critical role in the future success of our fast-growing organization

Founded in 2016, Vintage Financial Partners is a regionally recognized Financial Planning Company that oversees more than half a Billion in client assets under management after the merger.

Vintage Financial is known for its service model.

It is driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client's needs.

We chose to use the word "Partners" in the name of our firm to emphasize collaboration, mutual support, and a strong relationship with our clients and team.

It signifies that we view our clients and professionals as essential collaborators, working together to achieve common goals.

We would love to hear from you if you have a relentless, burning desire to succeed and share our vision


Who we want:

The Client Services Associate plays a critical role in the back-office functioning of our firm.

With responsibility for the day-to-day client service duties of the firm, the team of Client Services Associates help keep the office running smoothly and ensures that all client communication and servicing is handled promptly, accurately, and professionally.

What you'll do:

• Respond to client and advisor requests for account servicing which may include any of the following:
• Process new accounts.
• Process account transfers.
• Process new contributions and redemptions.
• Process beneficiary changes.
• Prepare for client meetings, research accounts and organize data.
• Assist with follow up activities from client meetings as requested.
• Handle various operational activities.
• Develop and maintain written systems of all activities.
• Perform other duties as assigned.
• When readiness demonstrated, opportunities for career advancement into financial planning, business development and leadership are available to all team members.

What you need:


Required:

• BA/BS degree in a financerelated field from an accredited institution.
• 12 years of professional experience. Professional internship history for new college graduates.
• Able and eager to work inperson in Rockville, MD.
• Excellent organizational and time management skills.
• Excellent attitude and an extraordinary client service orientation.
• A strong focus on getting the details right when handling multiple tasks within tight time frames.
• Proficiency with Microsoft Office Suite.
• Strong problem solving skills with a focus on solutions.
• Strong verbal, written, and interpersonal communication skills.
• Must be able to pass a background check.

Helpful:

• Previous securities industry experience.
• FINRA SIE

Hiring Process:


Tip:
Applicants that do not complete the first two steps may not be considered for subsequent steps.

• Complete the screening assessments via Indeed.
• If selected, conduct phone interview.
• If selected, conduct in-person interview.

Attendance is an essential function. Salary is commensurate with experience.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pay:
$50, $60,000.00 per year


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Application Question(s):

• Do you meet all of the required criteria for the job?

Education:

• Bachelor's (required)

Ability to Commute:

• Rockville, MD required)

Ability to Relocate:

• Rockville, MD 20852: Relocate before starting work (required)

Work Location:
In person