TalentLink Solutions · 14 hours ago
Client Service Associate - Wealth Management
Silver Spring, MD
Full-time
Onsite
Mid Level
$60K/yr - $75K/yr
3+ years expTalentLink Solutions is a financial advisory firm in Silver Spring, MD focused on providing personalized wealth planning and investment management. The Client Service Associate will support both the Founder and clients by facilitating ongoing service, responding to inquiries, and handling administrative tasks.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Serve as a professional and dependable point of contact for clients and internal team members
Answer, screen, and route phone calls, assisting clients directly or taking messages as appropriate
Support client onboarding, account maintenance, and service requests in compliance with firm policies
Prepare and ensure new account paperwork is successfully submitted
Correspond with clients to understand and resolve client service needs as they arise, tracking to completion and providing necessary updates
Proactively identify client needs and escalate matters as appropriate
Create and maintain accurate client records in the CRM system, ensuring all confidential and required information is securely stored
Coordinate client meetings, calendars, and communications with accuracy and discretion
Assist advisors with operational and administrative tasks to ensure timely and efficient service delivery
Qualification
Required
Tech-savvy and highly proficient in Microsoft Office suite (Excel, Word, and PowerPoint); strong ability to learn and apply new software systems quickly
Excellent follow-through and communication regarding status of open items
Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues
Preferred
Bachelor's degree highly preferred, or equivalent work experience
3 years of progressive experience in wealth management highly preferred; candidates with experience in similar financial services environments, such as accounting, banking, investment operations, insurance, or mortgage industry roles with a focus on processing are also encouraged to apply
Knowledge of industry-specific software preferred; familiarity with Wealthbox, Holistiplan, eMoney, Wealth.com, and Morningstar is a plus
Benefits
Bonus potential based on individual and firm performance
Retirement plan
Health insurance
Paid time off and holidays
Opportunities for career growth in client service and operation focused positions
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
Company data provided by crunchbase