Client Service Representative/Administrator

· Location: Rockville, MD (full-time)

· Entry Level: Associate’s degree or 2 years of relevant experience

· Benefits: retirement plan, paid time off, medical insurance

About Concord Wealth Partners

Concord Wealth Partners (“CWP”) is a rapidly expanding Investment Advisory firm with offices in Rockville MD, Abingdon VA, Richmond VA, Charlottesville VA, Huntington WV and Worcester MA. For twenty years, the mission of Concord Wealth Partners (“CWP”) has been to become our clients’ most valuable resource. As a holistic wealth management firm, we strive to accomplish that mission by providing institutional quality asset management, expert financial planning, and tax strategy. We are seeking a highly motivated, committed individual with strong initiative to join the client services team in the Rockville office.

About the Role: Client Service Representative

The Client Service Representative position is an exciting opportunity to join a fast-growing team, collaborating with our lead Financial Advisors to guide our clients toward achieving their short and long-term financial goals. The ideal candidate will have a keen attention to detail, be organized, and excel at communicating with clients. The Client Service Representative is responsible for day-to-day operational duties, helps to keep the office running smoothly, and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner. Additionally, the Client Service Representative is instrumental in making sure clients have a positive experience.

Responsibilities

· Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.

· Ensure reception area, waiting room, conference room, and pantry are tidy and presentable, with all necessary stationery and materials (e.g. pens, forms)

· Orders and handles office supplies.

· Handles calendars for the Wealth Advisor(s) and others in the office

· Sorts, distributes and logs mail correspondence

· Handles incoming telephone calls

· Maintain electronic and paper filing systems for the organization

· Provide direct client support and requests

· Coordinates the assembly and mailing of client paperwork

· Processes new accounts and account maintenance requests

· Processes new contributions and redemptions

· Sends periodic client correspondence

· Provides user interface support for clients to access their personal online portal

· Maintains and tracks client/account/company information using Excel

Qualifications

· Associate’s degree or 2 years of relevant client service/administrative experience

· Detail-oriented, organized, good time-management, client-service oriented individual

· Ability to multitask within provided timelines

· Client-facing: interpersonal skills, strong communication skills via phone, email and in-person

· Industry-relevant experience is a plus but not a requirement

What we offer:

· Competitive salary commensurate with experience

· Performance-based bonus

· Retirement plan with employer match

· Medical, Health Savings Account, Long-Term and Short-Term Disability and Group Life insurance

· Paid vacation

· Opportunities for professional growth and continuing education

· Partial remote work

Job Details:

· 90-day probationary period

If you are interested in this opportunity, please submit your resume and cover letter. We will only consider candidates who submit a cover letter and resume.

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

• Disability insurance
• Health insurance
• Paid time off
• Paid training
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Rockville, MD 20852: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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