Hurwitz Wealth Advisors, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 20 years, is currently seeking a Client Service Associate to join our growing and ever evolving team in our Bethesda location.

Hurwitz Wealth Advisors offers a career path to support the growth of our employees. At this time, we are seeking a talented individual who will step into an instrumental role by providing client relationship support by deepening existing client relationships and providing exceptional service with proactive communication.

It is essential that this candidate have an interest in career development within our practice and the field.

Key Responsibilities:

• Communicate with clients or prospects to set up meetings

• Prepare agendas and forms for meetings

• Coordinate client appreciation events for the practice

• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

• Effectively use key tools (social media, Advisor website, etc.) that help lead to results in practice

• Attend and participate in client meetings if necessary

• Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)

• Perform other allowable duties as assigned by the financial advisor

Key Traits of a successful Client Service Associate:

• Direct attention to detail and organization

• Strong organizational and computer skills

• Strong work ethic and the highest level of professionalism

• Effective communication with clients

• Ability to collaborate and communicate with team members

• Polite and clear communication

• Ability to multi-task and efficiently manage time

• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial

• Positive attitude and sincere willingness to constantly learn and grow

Education and other requirements:

• Bachelor of Arts or Science in Business/Finance degree or higher

• Desire to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurances license.

Compensation

• Negotiable, depending on experience

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

The estimated base salary for this role is $50 to 60k / year depending on experience.Full time