Position: Client Service Associate
Firm: Blueprint Wealth Management
Location: Ellicott City, MD
Overview:
We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals help create a well thought out strategy, using a variety of investments and insurance products and services, designed to help address our clients financial needs and concerns.
As our firm continues to grow, we are seeking a highly organized, detail-oriented, and client-focused Client Service Associate at our Ellicott City, MD office to help deliver the exceptional service and support that our clients have come to expect. This role serves as a key point of contact for clients and plays a vital role in supporting advisors and the overall client experience.
What You’ll Do:
- Serve as a welcoming, knowledgeable, and dependable point of contact for clients
- Communicate with clients professionally by telephone, email, and in person
- Assist with required minimum distributions (RMDs), annuity servicing, and life insurance paperwork
- Prepare and process client documents and account forms
- Support scheduling, correspondence, and general administrative functions
- Maintain accurate client information, notes, documents, and outstanding tasks in the firm’s CRM (Wealthbox)
- Support day-to-day office operations and provide backup assistance to team members as needed, contributing to the success of a highly collaborative and service-oriented team
What We’re Looking For:
- Bachelor’s degree preferred, but not required
- 1+ years’ experience in financial services
- Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Demonstrates proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits meticulous attention to detail and a commitment to accuracy
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
- Thrive in a “time sensitive” environment and adaptable to change without affecting the quality of work
What You’ll Get:
Pay & Perks:
- $55k - $58k/year based on experience
- PTO
- 401k with 4% match
Schedule:
- Monday-Friday, 8:30am-5:00pm
- Some evenings and weekends required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
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