Finance Client Associate

insight globalBaltimore, MDtoday

$23-28/hr

Occupations

Financial Clerks, All Other Personal Financial Advisors Securities, Commodities, and Financial Services Sales Agents

Industries

Portfolio Management and Investment Advice Miscellaneous Financial Investment Activities Miscellaneous Intermediation

Job Description: Insight Global is seeking a Private Client Associate to support a team of Financial Advisors for one of our financial services clients in the Towson, MD area. This individual will play a critical role in delivering exceptional client service, supporting advisor productivity, and helping maintain and grow client relationships. The ideal candidate is highly organized, detail-oriented, customer-focused, and thrives in a fast-paced environment. On a day-to-day basis, this person will act as a primary point of contact for clients, assist with account servicing needs, coordinate advisor initiatives, and support operational functions within the branch. They will collaborate closely with Financial Advisors and internal teams to ensure timely resolution of client requests while contributing to business development and client engagement activities.

Responsibilities:

Provide exceptional client service and support through phone, email, and in-person interactions
Assist Financial Advisors with servicing existing client relationships and supporting business growth initiatives
Coordinate and execute client outreach and productivity-based campaigns
Respond to client inquiries accurately and efficiently, escalating issues as needed
Maintain client records and ensure all documentation is completed in accordance with firm policies and procedures
Collaborate with internal departments to resolve time-sensitive client and advisor requests
Prepare client correspondence and communications while adhering to compliance requirements
Utilize firm technology platforms and tools to support client service and operational needs
Anticipate potential issues and proactively communicate concerns to Financial Advisors and branch leadership
Support branch operations and administrative functions as assigned

Required Qualifications:

High school diploma or equivalent
Strong customer service and relationship management skills
Excellent verbal and written communication abilities
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
Strong organizational skills with exceptional attention to detail
Ability to manage multiple priorities in a fast-paced, deadline-driven environment
Ability to work independently while collaborating effectively within a team
Demonstrated professionalism and high ethical standards

Preferred Qualifications:

Bachelor's degree
Previous administrative, customer service, financial services, banking, or office support experienceFINRA Series 7 and Series 63/65 or Series 66 licenses
Candidates without licenses who are willing and able to obtain licensing within 12 months of hire
Experience supporting financial advisors, wealth management professionals, or investment teams

Compensation: $23-28/hrExact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Apply now

Level

JuniorL3

Salary

$23-28/hr

Location

Baltimore, MD

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

today

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