Client Service Associate

ABOUT POINTER FINANCIAL ADVISORS

Pointer Financial Advisors is a fee-only, fiduciary financial planning and investment management firm headquartered in Columbia, Maryland. As NAPFA-affiliated advisors, we are committed to providing unbiased, client-centered financial guidance — we accept no commissions or referral fees, ever. Recognized as one of the Top Four Financial Advisors in Howard County by The Baltimore Sun.

POSITION OVERVIEW

We are seeking a detail-oriented and proactive Client Service Associate to join our growing team. In this role, you will serve as a critical support function across client service operations, account administration, billing, and internal organization. You will work closely with our advisory team to ensure that every client interaction is handled with the highest level of professionalism and care. This is an excellent opportunity for someone who thrives in a collaborative, process-driven environment and is passionate about supporting meaningful financial planning work.

KEY RESPONSIBILITIES

Client Service & Account Administration

As the operational backbone of our client-facing services, you will manage a broad range of account and administrative tasks using Charles Schwab and Black Diamond platforms:

• Open and maintain client accounts on the Charles Schwab platform
• Set up and manage client accounts in Black Diamond portfolio reporting software
• Process account transfers and facilitate moving money and journal entries
• Administer change of beneficiary requests accurately and in compliance with firm procedures
• Generate and manage client contracts and Investment Policy Statements (IPS)
• Conduct client meeting follow-up, ensuring action items are completed and documented

Holdings & Corporate Actions

You will monitor and respond to corporate communications on behalf of the firm and its clients:

• Maintain correspondence related to client holdings, including proxy votes, mergers, and options activity
• Ensure timely and accurate responses to corporate action notifications

Internal Organization & Operations

You will help keep the firm running smoothly through disciplined internal organization:

• Log and maintain records of all client meetings
• Create and update documented workflows for recurring tasks to ensure consistency and scalability
• Maintain an up-to-date EOS (Entrepreneurial Operating System) tracking tool, including To-Dos, Scorecard metrics, Rocks, and Issues

QUALIFICATIONS

Required:

• 1+ years of experience in a client-facing role; financial services, wealth management, or RIA firm preferred
• Familiarity with Charles Schwab Advisor Services and/or Black Diamond reporting software preferred
• Strong attention to detail and commitment to accuracy in all tasks
• Excellent written and verbal communication skills
• Highly organized with the ability to manage multiple priorities and deadlines
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, SharePoint)

WHY JOIN POINTER FINANCIAL ADVISORS

• Be part of a values-driven, fee-only fiduciary firm with a genuine commitment to client outcomes
• Work in a collaborative, close-knit team environment where your contributions are recognized
• Located in Columbia, MD — a vibrant community in the heart of Howard County
• Competitive compensation and benefits package
• Opportunities for professional growth and development within the firm

Benefits:

• 401(k) 3% Match
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Education:

• Bachelor's (Preferred)

Ability to Commute:

• Columbia, MD 21044 (Required)

Work Location: In person