Registered Client Service Associate

Job Summary We are seeking a dynamic and detail-oriented Registered Client Service Associate to join our financial services team in Cambridge, Maryland. In this role, you will serve as a trusted point of contact for clients, providing exceptional service and support while managing account-related activities. Your energetic approach and strong communication skills will help foster lasting client relationships, ensuring their needs are met with professionalism and efficiency. This position offers an exciting opportunity to develop your expertise in client management, sales support, and financial products within a fast-paced, collaborative environment. Duties Act as the primary liaison for clients, addressing inquiries promptly and professionally to enhance customer satisfaction. Manage client accounts using CRM tools such as Wealthbox, ensuring all information is accurate and up-to-date. Support the sales process by identifying client needs, providing product information, and assisting with onboarding procedures. Coordinate with internal teams to facilitate account setup, updates, and service requests efficiently. Assist in project management tasks related to client onboarding, retention initiatives, and marketing campaigns. Analyze client data to identify opportunities for account growth and improved service delivery. Maintain comprehensive records of client interactions, transactions, and service requests to ensure compliance and quality standards. Requirements Proven experience in customer service or account management. Strong communication skills with the ability to explain complex concepts clearly and confidently. Familiarity with Wealthbox or similar CRM platforms for managing customer relationships effectively is a plus. Knowledge of project management principles to coordinate multiple client-related initiatives seamlessly. Understanding of sales techniques and customer relationship management strategies to support business growth. Ability to thrive while maintaining attention to detail and professionalism. Series 7 is a plus. A person in this role will need to obtain their industry licenses within 6 months of joining the firm. Join us if you're passionate about delivering outstanding client experiences, eager to grow your skills in sales and project management, and ready to make a meaningful impact in the financial services industry.

Pay:

$45,000.00 - $55,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Life insurance Paid time off Vision insurance

Work Location:

In person