Client Service Associate (Wealthbuilding)

Job Description Client Service Associate (Wealth Management)Location: Salisbury, MD (In-Office)Salary: $40,000 – $50,000 + bonus potentialThe RolePlease read entire job description before applying.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 LikeClient requests are handled promptly and accurately (same-day response expected)Advisors are consistently prepared for meetings with complete and accurate materialsAccount paperwork and processing are completed with minimal errorsClient data is consistently up to date and well-documented in CRM systemsCompeting priorities are managed effectively without dropped tasks or missed follow-upsKey ResponsibilitiesManage account opening and maintenance with strict adherence to compliance and documentation requirementsPrepare for client meetings, including reports, financial planning data, and follow-up tasksMaintain detailed and accurate client records within CRM and planning systemsServe as a primary point of contact for client service requests and issue resolutionCoordinate with advisors, broker-dealer, and compliance partners to ensure timely processingTrack and execute multiple ongoing client and planning-related projectsHandle administrative responsibilities (phones, processing, documentation) with a high level of professionalism and efficiencyEnsure all work aligns with firm policies and industry regulationsRequired Experience & Skills2+ years of experience in a client-facing or service role required (financial services strongly preferred)Experience working in a detail-sensitive, deadline-driven environmentStrong organizational and time management skills with the ability to manage multiple priorities simultaneouslyHigh level of accuracy and attention to detail (this is critical to success in the role)Professional written and verbal communication skillsProficiency in Microsoft Office; ability to quickly learn new systemsExperience with CRM systems (Redtail preferred)Core Traits We're Looking ForFollows through without remindersMaintains composure under pressureTakes ownership and accountability for outcomesAnticipates needs rather than reacting to themComfortable working in a structured, process-driven environmentThis Role Is NOT a Fit If You:Prefer a slower-paced or low-volume work environmentStruggle with organization or managing multiple tasks simultaneouslyRequire constant direction or supervisionAre uncomfortable working with detailed processes and compliance requirementsDo not enjoy client interaction or problem-solvingWork Environment & RequirementsFull-time, in-office role in Salisbury, MDMust be able to reliably commute or relocate prior to startRegular interaction with clients, advisors, and external partnersBenefits401(k)Health Savings AccountLife InsurancePaid Time OffPaid TrainingVolunteer Time OffTo ApplyPlease submit your resume along with a brief paragraph describing your experience supporting clients or working in a fast-paced, detail-oriented role.Company DescriptionWe are a financial planning company offering professional services that help individuals, families and businesses manage their finances and plan for their financial future. We offer personalized advice and strategies to help our clients achieve short term and long term financial goals. Our core services include Financial Planning, Investment Management, Retirement Planning along, Wealthbuilding with Tax Strategies and Preparation.Company DescriptionWe are a financial planning company offering professional services that help individuals, families and businesses manage their finances and plan for their financial future. We offer personalized advice and strategies to help our clients achieve short term and long term financial goals. Our core services include Financial Planning, Investment Management, Retirement Planning along, Wealthbuilding with Tax Strategies and Preparation.