Service & Operations Associate - Full-Time (Bel Air)

At The Kelly Group, we aim to build a better community, individual by individual. We are stewardsof wealth and well-being, embodying the spirit of the Norman Rockwell Town Doctor by nurturinggenerations of families with personalized care and enduring dedication. We're a team of passionateindividuals dedicated to comprehensive financial planning and wealth management.The Kelly Group, a registered investment adviser with the Securities and Exchange Commission,consists of a talented team of financial advisors, planners, client services associates, andoperations specialists. We are searching for an Associate to grow and developwithin our firm.Position OverviewWe are seeking an organized, detail-oriented Entry-Level Service & Operations Associate to supportour advisors and clients. This role is ideal for someone interested in building a career infinancial services and learning how a professional financial planning and wealth management firmoperates behind the scenes. You will play a key role in client service, account administration, andday-to-day operations.Key Responsibilities• Assist with new account setup, transfers, and maintenance paperwork• Support client service requests (address changes, beneficiary updates, distributions,etc.)• Prepare and process documents with custodians and internal systems• Maintain accurate client records and documentation• Help schedule client meetings and prepare meeting materials• Support compliance and operational workflows as needed• Communicate professionally with clients, custodians, and team members• Identify process improvements and contribute to operational efficiencyQualifications• Bachelor's degree in finance, business, economics, or a related field preferred• Strong organizational skills and attention to detail• Clear written and verbal communication skills• Comfortable with technology and learning new systems (CRM, custodial platforms, MicrosoftOffice)• Professional, dependable, and client-focused mindset• Prior office, customer service, or financial services experience is a plus, but notrequiredWhat We Offer• Training and mentorship in the financial services industry• Exposure to financial planning, investment operations, and compliance• Clear growth path toward operations, client service, or advisory roles• Competitive compensation for an entry-level position• Comprehensive benefits package including health, vision, and dental insurance• Disability coverages• 401(k) retirement plan• Professional development opportunities• Supportive, team-oriented work environmentJoin us in our mission to nurture generations of families with personalized care and enduringdedication. Apply now and be a part of our journey.at The Kelly Group in Bel Air, Maryland.Application InstructionsTo apply, please submit your resume and cover letter highlighting your relevant experience and whyyou're interested in joining The Kelly Group to careers@kellyria.com.