Website RS Will Wealth Management
RS Will Wealth Management is currently accepting resumes for a full-time Client Service Associate position based in Frederick, Maryland (not remote). Please submit resumes to thewillgroup@rswill.com – no phone calls or walk-ins will be accepted at this time.
Client Service Associate
The Client Service Associate (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.
Qualifications
Series 7 and Series 66 securities licenses.
General Responsibilities
- Opening new accounts, update account information, pre-fill necessary forms, and performing routine tasks such as updating mailing or other instructions
- Trains other CSAs or Administrative Assistants, if experienced
Client Service Responsibilities
- 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
- Prepares 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
BENEFITS
About RS Will Wealth Management
At RS Will Wealth Management, we believe wealth management is about more than just investments—it’s about relationships, trust, and long-term partnership. We work closely with our clients to understand what matters most to them, providing customized financial planning and investment strategies designed to support their goals at every stage of life. Our team is committed to delivering a high level of service with integrity, transparency, and care.
To apply for this job email your details to thewillgroup@rswill.com