Client Services Associate, $75K-$85K – Bethesda, MD
Client Services Associate, $75K-$85K – Bethesda, MD
Bethesda, Maryland
|Direct (Permanent) Full Time
|$ 75,000 - $ 85,000 per year
Bethesda, Maryland
Direct (Permanent) Full Time
$ 75,000 - $ 85,000 per year
November 30, 2023
|Job ID: A1353602DC-Perm_1701377329
November 30, 2023
Job ID: A1353602DC-Perm_1701377329
Job Summary
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Our client, a boutique wealth management firm, is seeking a Client Services Associate to join their team located in Bethesda, MD!
Responsibilities:
- Support the portfolios of two dynamic Principals.
- Coordinate client intake meetings, including scheduling and follow-up action items.
- Handle all asset transfers, ACH's, and payments for all clients.
- Prepare and review client documents, gathering additional information as needed to ensure portfolio information is up-to-date and in compliance.
- Receive client calls and correspondence, serving as an immediate point-of-contact.
- Additional duties and projects as assigned.
Qualifications:
- A bachelor's degree is preferred.
- 3+ years of client services experience are required.
- Financial planning knowledge is preferred.
- Customer service attitude with strong oral/written communications.
- MoneyGuide Pro software experience is preferred.
- Must be a collaborative team-player who is capable of maintaining a high degree of confidentiality.
- Ability to work 100% on-site at the Bethesda, MD location.
Compensation/Benefits:
- $75K-$85K, depending on experience.
- Comprehensive benefits package and annual bonus structure.
- Employer contribution to 401(k) plans.
- Growth possibilities with upward career mobility!
A1353602DC-Perm_1701377329
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About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.
Beacon Hill. Employing the Future™