Client Service Associate *Hybrid Role*
Can you handle a fast-paced environment?
Can you perform as a jack-of-all-trades?
Do you want to grow your career?
Us too! Founded in 1990, we are a family run office, with a tradition of providing top notch customer service while helping our clients secure their financial future and make their financial decisions. We serve over 400 investment clients and complete over 200 tax returns each year. As we continue to grow, at our convenient Towson location, we are looking for additional team members who will help us continue to provide our clients with the same high level of responsiveness and deliver a PURPLE experience. Only apply to become a part of our dedicated team if you are always the hardest worker in the group.
Some responsibilities include:
· Participate in client meetings
· Process investment paperwork
· Welcome clients and arrange appointment schedule
· Manage online client database
· Coordinate seminars and events
· Maintain social media accounts
Be ready for a lot of client interaction, in-person and over the phone. We provide on the job training as this position is required to wear many hats at once while still performing to the highest quality. You will be a member of our detail-oriented team in a fast-paced, evolving environment. We focus on changing the game of customer service to provide an experience our clients will not forget. We thrive on an environment where growth and hard work are empowered and rewarded.
Qualifications:
· BA/BS degree or equivalent (Financial service experience or Business Major NOT required)
· Excellent computer skills
· Warm outgoing personality
· Adaptable to change
· Pass a background check
· Leadership mentality
· Willingness to take any applicable pre-employment assessments
· You must have an absolute can-do attitude
Benefits Include:
· Starting Base Salary $45,000/annual
· Share of Company Bonus Pool
· Hybrid schedule work from home/in-office
· Health Insurance/Stipend
· Dental Insurance
· Retirement Plan with Company Match
· Paid Vacation
· Opportunities to advance into leadership role
· Free Tax Return Preparation
· Invest at NAV
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