Toler Financial Group · 3 hours ago
Client Services Associate
Silver Spring, MD
Full-time
Onsite
Entry Level
$55K/yr - $65K/yr
1+ years expToler Financial Group is a small independent wealth management and financial planning firm seeking a Client Services Associate to assist in helping clients achieve their financial goals. The role involves supporting clients and ensuring their needs are met efficiently and accurately, while working closely with internal teams to provide excellent service and manage client inquiries.
AdviceFinancial ServicesImpact InvestingProfessional ServicesRetirement
Responsibilities
Serve as the primary point of contact for client phone and email inquiries, requests, and service needs
Support financial advisors in daily client service activities, including scheduling meetings, preparing client materials, and processing transactions
Support client onboarding processes, ensuring all required documentation is completed accurately and promptly
Support clients with transactions, service changes, or account adjustments as needed
Proactively follow up with clients to ensure satisfaction and identify opportunities for enhanced service
Qualification
Required
1–3 years work experience in client services and/or administrative support, required; prior experience in financial services, preferred
Bachelor's degree or equivalent education/years of experience, required
Strong alignment with Toler Financial Group's mission and values
Ability to commute daily to the Toler Financial Group office in Silver Spring, MD
Clean background check
Authorized to work in the United States
Preferred
prior experience in financial services
Benefits
Health, dental, and vision insurance, with access to a Health Savings Account (HSA).
401(k) retirement plan with employer matching contributions.
Paid time off, including 15 days annually in the first year (increasing with tenure), as well as paid sick leave and holidays.
Quarterly performance-based bonuses reflecting both firm and individual achievements.
Technology and transportation reimbursements to support day-to-day work efficiency.
Professional development and continuing education support to foster career advancement.
Company
Toler Financial Group
Toler Financial Group specializes in investment strategies, insurance evaluation, retirement planning, and advisory services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Frances Toler
Financial Advisor, CEO
Company data provided by crunchbase