Client Service Associate (Bel Air)

Company DescriptionTown Capital is the Only Financial Planning Firm in the World for Nuclear Power Professionals. It was founded by a 20-year nuclear power veteran and provides extensive comprehensive financial planning with an emphasis on retirement and tax planning. Town Capital has been featured on top industry publications, named Top 100 Advisers in the country, and contributed deeply to the RIA community. The company is very tech forward and is incorporating AI into its everyday processes. We are growing rapidly and would love to add a motivated team member to the family.Role DescriptionThis is a full-time hybrid role, based in Bel Air, MD, with the flexibility to work from home on certain days (after in person training is complete). As a Client Services Associate, you will ensure exceptional client experiences and deliver first class service. The Client Service Associate will serve as a key point of contact for clients and internal team members, helping ensure that every aspect of the client experience runs smoothly and efficiently. This role is ideal for someone who enjoys helping people, solving problems, and being part of a collaborative, high-performing team.This role also has the potential for growth and upward mobility, as we would love someone who wants to grow into an Operations Director role, taking on additional responsibilities like coordinating our internship program, planning client appreciation events, and more.Required SkillsSelf-motivated and eager to learn, grow, and share knowledgeClient-focused with a genuine desire to help peopleHighly organized and detail orientedComfortable working both independently and as part of a teamDiscreet and professional when handling confidential informationProactive, dependable, and solution orientedA positive, service-first mindsetStrong communication and organizational skillsProficiency with the Microsoft Office SuitePreferred SkillsExperience working with investment management and custodial platforms (Charles Schwab, Fidelity, Pershing) preferredExperience with Wealthbox or equivalent CRMFamiliarity with fintech platforms like Black DiamondExperience in RIA / Advisory fee billing preferredEducationHigh School Diploma required, college degree is a plus.Pay and BenefitsSalary Range is $55k to $75k per year, although a higher range is possible for someone with experience in financial servicesAbility to participate in our annual incentive program (Bonus)Paid federal holidays4 weeks PTOHealth Benefits (Medical, Dental)401k with company contributionEducation assistance for career advancement