Client Services Associate

Client Services Associate 3.7 3.7 out of 5 stars Salisbury, MD 21804 $40,000 - $50,000 a year - Full-time CFS, Inc. 3 reviews $40,000 - $50,000 a year - Full-time Please read entire job description before applying. The Role Client Service Associate (Wealth Management)

Location:

Salisbury, MD (In-Office)

Salary:

$40,000 - $50,000 + bonus potential The Role We are seeking a highly organized, detail-driven Client Service Associate to support two financial advisors in a fast-paced wealth management practice. This role is critical to the client experience and requires someone who can manage multiple priorities, follow through consistently, and maintain accuracy in a highly regulated environment. The right candidate takes ownership of their work, communicates clearly and professionally, and operates with a strong sense of accountability. While this is not a sales position, it does require confidence working directly with clients, strong judgment, and the ability to anticipate needs without constant direction. What Success Looks Like Client requests are handled promptly and accurately (same-day response expected) Advisors are consistently prepared for meetings with complete and accurate materials Account paperwork and processing are completed with minimal errors Client data is consistently up to date and well-documented in CRM systems Competing priorities are managed effectively without dropped tasks or missed follow-ups Key Responsibilities Manage account opening and maintenance with strict adherence to compliance and documentation requirements Prepare for client meetings, including reports, financial planning data, and follow-up tasks Maintain detailed and accurate client records within CRM and planning systems Serve as a primary point of contact for client service requests and issue resolution Coordinate with advisors, broker-dealer, and compliance partners to ensure timely processing Track and execute multiple ongoing client and planning-related projects Handle administrative responsibilities (phones, processing, documentation) with a high level of professionalism and efficiency Ensure all work aligns with firm policies and industry regulations Required Experience & Skills 2+ years of experience in a client-facing or service role required (financial services strongly preferred) Experience working in a detail-sensitive, deadline-driven environment Strong organizational and time management skills with the ability to manage multiple priorities simultaneously High level of accuracy and attention to detail (this is critical to success in the role) Professional written and verbal communication skills Proficiency in Microsoft Office; ability to quickly learn new systems Experience with CRM systems (Redtail preferred) Core Traits We're Looking For Follows through without reminders Maintains composure under pressure Takes ownership and accountability for outcomes Anticipates needs rather than reacting to them Comfortable working in a structured, process-driven environment This Role Is NOT a

Fit If You:

Prefer a slower-paced or low-volume work environment Struggle with organization or managing multiple tasks simultaneously Require constant direction or supervision Are uncomfortable working with detailed processes and compliance requirements Do not enjoy client interaction or problem-solving Work Environment & Requirements Full-time, in-office role in Salisbury, MD Must be able to reliably commute or relocate prior to start Regular interaction with clients, advisors, and external partners Benefits 401(k) Health Savings Account Life Insurance Paid Time Off Paid Training Volunteer Time Off To Apply Please submit your resume along with a brief paragraph describing your experience supporting clients or working in a fast-paced, detail-oriented role.

Job Type:

Full-time Pay:

$40,000.00 - $50,000.00 per year

Benefits:

401(k) Dental insurance Health savings account Life insurance Paid time off Paid training Volunteer time off

Location:

Salisbury, MD 21804 (Preferred) Ability to

Commute:

Salisbury, MD 21804 (Preferred)

Work Location:

In person