Client Service Associate / Advisor Assistant
Berman McAleer Berman McAleer Lutherville-Timonium, MD Lutherville-Timonium, MD Full-time Full-time $62,500 - $77,500 a year $62,500 - $77,500 a year 12 days ago 12 days ago 12 days ago Berman McAleer is the premier wealth management firm in Maryland catering to high-net-worth families.
We believe that success starts with attracting and retaining the highest caliber professional staff, enhancing our client experience and contributing to nearly perfect client retention over decades.
Our employees and the national media agree.
InvestmentNews Magazine named Berman McAleer the #1 Best Place to Work for Financial Advisers nationwide in both 2018 and 2019.
Inc.
Magazine named us a Best Workplaces in 2021, and we are 1 of only 3 firms named in the Baltimore Business Journal's Best Places to Work Hall of Fame.
Consider joining our team to find out for yourself.
Our financial planning and investment management processes are comprehensive and often complex.
While our 10 financial advisors provide our clients with expert advice, it is our team of Client Service Associates that makes it all happen.
Our clients come to rely on them for much of the day-to-day operations and communication, and tend to form connected relationships over the years.
Berman McAleer has a unique management style, emphasizing teamwork and collaboration over hierarchy and structure.
As such, we believe we are better when we are together, so this is primarily an in-office position with some flexibility.
We are guided by three core values in every decision we make:
Trust, Respect, and Fulfillment.
This position's primary duties include comprehensive support to our financial advisors by maintaining client relationships, updating financial models, maintaining accounts and processing financial transactions.
Responsibilities - Client relationship management, service and communication Establish and maintain client accounts Communicate with clients to handle service requests, scheduling and occasionally some handholding Prepare and update financial models and reports Coordinate with our in-house investment management department to coordinate cashiering, trading and performance reporting Update and maintain our detailed CRM Manage project coordination and interaction with custodians and vendors Qualifications - The ideal candidate will have a Bachelor's degree and exceptional communication skills.
Attention to detail and organization are integral to success in this role.
The ability to work in a team environment and contribute strategic problem solving skills is crucial.
Experience in the financial services industry is mandatory for this position.
Experience - - 1
years of experience in financial services or related industry - Strong analytical skills with the ability to interpret market trends and data - Excellent communication skills, both written and verbal - Detail-oriented with strong organizational skills Benefits - A robust benefits package, a supportive and professional environment, incentive plan based on firm revenue sharing, and a compelling salary commensurate with your experience.
If you are passionate about the financial services industry and enjoy providing exceptional service to clients, we encourage you to apply for this exciting opportunity as a Client Services Associate.
Job Type:
Full-time Pay:
$62,500.
00 - $77,500.
00 per year
Benefits:
401(k) Dental insurance Disability insurance Health insurance Health savings account Life insurance Paid time off Parental leave Vision insurance Schedule:
8 hour shift Monday to Friday Ability to commute/relocate:
Lutherville-Timonium, MD 21093:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Financial Service:
1 year (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
We believe that success starts with attracting and retaining the highest caliber professional staff, enhancing our client experience and contributing to nearly perfect client retention over decades.
Our employees and the national media agree.
InvestmentNews Magazine named Berman McAleer the #1 Best Place to Work for Financial Advisers nationwide in both 2018 and 2019.
Inc.
Magazine named us a Best Workplaces in 2021, and we are 1 of only 3 firms named in the Baltimore Business Journal's Best Places to Work Hall of Fame.
Consider joining our team to find out for yourself.
Our financial planning and investment management processes are comprehensive and often complex.
While our 10 financial advisors provide our clients with expert advice, it is our team of Client Service Associates that makes it all happen.
Our clients come to rely on them for much of the day-to-day operations and communication, and tend to form connected relationships over the years.
Berman McAleer has a unique management style, emphasizing teamwork and collaboration over hierarchy and structure.
As such, we believe we are better when we are together, so this is primarily an in-office position with some flexibility.
We are guided by three core values in every decision we make:
Trust, Respect, and Fulfillment.
This position's primary duties include comprehensive support to our financial advisors by maintaining client relationships, updating financial models, maintaining accounts and processing financial transactions.
Responsibilities - Client relationship management, service and communication Establish and maintain client accounts Communicate with clients to handle service requests, scheduling and occasionally some handholding Prepare and update financial models and reports Coordinate with our in-house investment management department to coordinate cashiering, trading and performance reporting Update and maintain our detailed CRM Manage project coordination and interaction with custodians and vendors Qualifications - The ideal candidate will have a Bachelor's degree and exceptional communication skills.
Attention to detail and organization are integral to success in this role.
The ability to work in a team environment and contribute strategic problem solving skills is crucial.
Experience in the financial services industry is mandatory for this position.
Experience - - 1
years of experience in financial services or related industry - Strong analytical skills with the ability to interpret market trends and data - Excellent communication skills, both written and verbal - Detail-oriented with strong organizational skills Benefits - A robust benefits package, a supportive and professional environment, incentive plan based on firm revenue sharing, and a compelling salary commensurate with your experience.
If you are passionate about the financial services industry and enjoy providing exceptional service to clients, we encourage you to apply for this exciting opportunity as a Client Services Associate.
Job Type:
Full-time Pay:
$62,500.
00 - $77,500.
00 per year
Benefits:
401(k) Dental insurance Disability insurance Health insurance Health savings account Life insurance Paid time off Parental leave Vision insurance Schedule:
8 hour shift Monday to Friday Ability to commute/relocate:
Lutherville-Timonium, MD 21093:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Financial Service:
1 year (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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