The Client Service Administrator (CSA) is responsible for client onboarding, maintaining advisor and client files, generating client reports, contacting clients to provide or obtain updated information, scheduling meetings with professional staff and troubleshooting. More info here.

Please submit resumes to – no phone calls or walk-ins will be accepted at this time.



Series 7 and Series 66 securities licenses



Opening new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions

Trains other CSAs or Administrative Assistants, if experienced

Attends client meetings and takes extensive notes, where appropriate

Handles requests for transfers of funds in and out of accounts

Enters or updates cost basis information

Fills out necessary forms for opening or maintaining accounts

Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests

Maintains information in the CRM system



Full-time position. Eligible for Healthcare and wellness benefits, PTO, 401k and Profit-Sharing plan.


This position is located in Frederick, Maryland and is not remote.

Contact: 154A N Market St