Client Service Associate POST NUMBER: 457852
Client Service Associate
Location: On Site Columbia, MD
About the Role
Our client is seeking a diligent, client-oriented Client Service Associate who will serve as a front-desk presence and administrative support to a team of advisors. This is a hybrid role combining client service and administrative responsibilities, with room for growth into deeper advisory support roles.
As the first point of contact, you’ll help foster strong relationships with clients, support operational workflows, and assist in executing daily client requests. You’ll work in a collaborative environment supporting multiple advisors and associates, including one associate who is nearing retirement.
Key Responsibilities
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Serve as the front desk liaison: greet clients, answer phones, assist walk-ins, and route inquiries appropriately
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Provide administrative support including document intake, scheduling, office logistics, and general operations
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Act as a key point of contact for client questions or concerns; escalate to advisors when needed
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Maintain and update client records in the CRM (Salesforce)
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Own account maintenance tasks: prepare and collect required documentation, support transfers, liaise with custodians
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Assist in executing money transfers, facilitating trades, and handling ad hoc client requests
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Generate and substantiate meeting reports, prep materials, and presentation support
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Help coordinate and drive team projects and process improvements, tracking tasks through to completion
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Work across internal teams (investment, operations, accounting) to ensure client needs are fulfilled
Qualifications & Skills
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Bachelor’s degree in Finance, Economics, Business, or related field
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Minimum 2–4 years of relevant client service, administrative, or EA experience in financial services (for more senior title, 4 years preferred)
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Strong communication skills (verbal, written); client-facing comfort required
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Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
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Experience with Salesforce or similar CRM preferred
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Series 65 license a plus (but not required)
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High level of professionalism, organization, attention to detail, and the ability to multitask in a fast-paced environment
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Must be able to work fully in-office 5 days per week
Compensation & Benefits
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Salary range: $65,000 to $80,000 , depending on experience and skill set
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401(k) with employer matching
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Health, medical, vision coverage
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Employer health savings account
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Support for continuing education and professional development
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Opportunity for upward mobility into senior client service or advisory support roles
Why This Role & Why Join Us?
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You’ll be embedded in a dynamic, growing wealth management firm now rebranded as Composition Wealth
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You’ll gain exposure across client service, operations, and advisory functions, offering multiple career paths
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You’ll be part of a culture that values collaboration, teamwork, and professional development
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The firm is in growth mode and actively acquiring new practices, meaning opportunities for broad exposure and influence
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.