Client Relationship Associate for Advisory Firm $60k at Roth Staffing Companies in cockeysville, Maryland

Job Description:

Client Service Associate


Location: Cockeysville, MD



Position Summary:

Seeking a motivated individual to support financial advisors by assisting in client meetings, building financial plans, processing account maintenance, and delivering an excellent client experience. Responsibilities include account operations, financial planning, and portfolio management support.



Key Responsibilities:

• Handle client operations (account opening, maintenance, cashiering)


• Support financial planning process and assist with portfolio management


• Collaborate with advisors and operations team


• Foster long-term client relationships

Requirements:

• Strong communication, organizational, and financial analysis skills


• 2+ years of experience in the financial industry preferred


• Knowledge of financial tools (e.g., Salesforce, eMoney)

Education:

Bachelor's degree preferred.


All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. Apply Now