Senior Client Service Associate - Transcend Practice Management

Senior Client Service Associate

Location: Frederick, MD 21701

Compensation: $65,000 - $80,000

Status: Full-time, hybrid opportunity after 180 days

Join Our Team - Your Future Starts Here!

At our firm, we believe in fostering a workplace where the brightest minds can thrive. We are more than just a team; we are a family that collaborates to embody our core values daily: hard work, humility, optimism, responsiveness, and unwavering commitment to excellence. Our office prides itself on delivering premium, personalized experiences to our clients, ensuring they always feel valued and heard.

Why You'll Love Being a Part of Our Team:

• Innovative Work Culture: We encourage fresh ideas and innovative thinking in our daily operations. Join us and contribute to making a significant impact!

• Hybrid Work Opportunities: After successful completion of a training period, you may enjoy the flexibility of hybrid work, demonstrating our trust in your self-motivation and discipline.

• Collaborative Environment: You'll be joining a team that values unity, where every member plays a crucial role in our success.

• Strong Client Relationships: You will provide tremendous value by strengthening the client relationship through the creation and maintenance of financial plans.

Ideal Candidate Attributes:

• Exceptional attention to detail and organizational skills.

• Energetic and enthusiastic approach to work.

• High integrity, strong work ethic, and respect for confidentiality.

• Strong commitment to exceeding client expectations.

• Flexibility and willingness to support the team in various capacities.

• Proficiency in handling diverse assignments in support of an advisory team and collaborating across the firm.

• Excellent communication skills for building relationships within the firm and with our clients.

• Anticipating the needs of advisors and the team.

• Self-motivated with excellent time management, prioritization skills, and ability to take initiative.

• Poise and maturity, particularly in high-pressure situations.

Key Responsibilities:

• Provide technical support to the advisory team

• Efficient Task Management:

• Provide timely and accurate support to the advisors, which ultimately enhances the client experience and satisfaction.

• Client Meeting Coordination:

• Stay updated on client meetings, advisor priorities, and project timelines.

• Prepare agendas and gather necessary documents, such as financial reports, client profiles, and meeting materials, ensuring everything is organized ahead of time.

• Participate and listen carefully in client and planning meetings and translate the discussions into a strategy for data collection and analysis to help drive financial planning efforts

• Handle communication with clients, confirming meeting details, sending reminders, and answering any preliminary questions.

• Continuously stay in relationship with clients and understand their unique circumstances, connections, talents, interests, etc. and anticipate their needs

Qualifications:

• Bachelor’s degree is required

• 5 - 10 years in the industry is required

• 5+ years as a Client Services Associate (CSA) is required

• Experience working in a Commonwealth Financial Network affiliated office is ideal

• Excellent verbal and written communication skills

• Superior relationship management skills

• Strong computer desktop skills are required, (Microsoft Office tools)

• Team player eager to share with and learn from the entire team

• Holding a long-term view, seeing opportunities ahead in the future and excited to take the steps to get there over time

• Strong client advocate who does what they say they will do and follow through - Every. Single. Time.

Career Growth:

We believe in nurturing your career aspirations. Our firm offers diverse career paths that empower employees to pursue their professional goals and develop their skills. We are committed to investing in your future as much as you are committed to our firm.

Apply Today!

Join us as a Senior Client Services Associate and work with some of the most successful business owners, families, and individuals around. Make a life-changing impact on clients who trust us with their dreams and aspirations. We can't wait to meet you!