Client Services Associate

Client Services Associate Key Financial Group, LLC Who we are: Key Financial Group, a successful wealth management firm located in historic downtown Frederick, is seeking a Client Services Associate to assist us in helping our clients achieve their financial goals.
This is your opportunity to have a critical role in the future of our growing organization.
Founded in 2009, Key Financial Group is a regionally recognized Financial Planning Company with over 50 years of combined industry experience.
We are driven by world-class technology that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.
Who we want: As the first and last person clients see in the office, the operations associate is instrumental in ensuring clients have a positive experience.
They also play a critical role in the back-office functioning of our firm.
With responsibility for the day-to-day client service duties of the firm, the ideal candidate will help keep the office running smoothly and ensures that all client paperwork and processing is handled promptly, accurately, and professionally.
Job Responsibilities: Processes new accounts.
Processes account transfers.
Processes new contributions and redemptions.
Processes beneficiary changes.
Creates client meeting update books and reviews.
Sends updated meeting letters.
Handles incoming telephone calls and addresses client needs accordingly.
Manages calendars for the Wealth Advisor(s) and others in the office.
Greets clients and prospective clients in a friendly and sincere manner, making them feel welcome when they visit the office.
Performs other duties as assigned.
Job Requirements: o Excellent attitude and an extraordinary client service orientation.
o A strong focus on getting the details right.
o Excellent organizational and time management skills.
o An ability to multitask within tight time frames.
o Proficiency with Microsoft Office Suite.
o Strong analytical and research skills.
o Strong verbal, written, presentation, and interpersonal communication skills.
Interest in and knowledge of financial markets and investment securities is desired but not required.
Salary is commensurate with experience.
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, the potential for career growth, and a great working environment.
This is your chance to play a vital role in the continued success of our company.
Our culture is fast-paced, motivational, and geared for team success.
This is an in-office position, background check is required for employment.
For more information about our company, please visit our website, www.
keyfinancialgrp.
com.
If you’re interested in this opportunity, please send your resume and letter of interest to info@keyfinancialgrp.
com.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Job Type: Full-time Pay: $40,000.
00 - $50,000.
00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Schedule: * Monday to Friday Supplemental pay types: * Bonus opportunities Ability to commute/relocate: * Frederick, MD 21701: Reliably commute or planning to relocate before starting work (Required) Experience: * Customer service: 1 year (Preferred) Work Location: In person