Job Description

Join to apply for the Client Service Associate - Curo Private Wealth role at Bluespring Wealth Partners

20 hours ago Be among the first 25 applicants

Join to apply for the Client Service Associate - Curo Private Wealth role at Bluespring Wealth Partners

Curo Private Wealth is an independent financial planning and investment management firm with offices in Reston, Virginia and Rockville, Maryland, serving clients across the United States. We are women-led firm committed to helping our clients make smart, strategic decisions and achieve their financial goals. Our diverse team works hard to deliver world-class service to each and every client.

About the Role:

The Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging both the Advisors and Operations Managers time as efficiently as possible. You will use your excellent customer service, polished communication, and problem-solving skills to confidently meet the service needs of our clients and partners.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, you must be able to perform each essential duty satisfactorily:

• Support client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Address client inquiries regarding operations processes, account requirements, and investments.
• Partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Process, submit, and service all account paperwork/requests
• Maintain CRM database; ensure adherence to appropriate client service models
• Build relationships with our clients and internal partners.
• Other responsibilities as assigned by the Operations Manager

What You Will Need:

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities:

• Basic proficiency in Outlook, Word, and Excel (can maintain complex spreadsheets)
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Excellent communication skills, both verbally and in writing
• Great customer service skills; positive, friendly attitude.

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND EXPERIENCE:

• You will have at least 1 year of work experience.
• Financial services or banking industry experience beneficial.

CERTIFICATIONS:

• Series 7 preferred but not required
• Series 66 preferred but not required.

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit at a computer for long periods of time in office environment well lit.
• Ability to lift up to 20 pounds.
• Position is located in Rockville, MD office. Must be able to work in the office during scheduled work hours.

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Our Rockville office offers:

• Covered, garage parking: Complimentary
• Amazing area: Within 1-mile from the Pike & Rose area.
• Optional remote work on Fridays.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

Referrals increase your chances of interviewing at Bluespring Wealth Partners by 2x

Get notified about new Client Services Associate jobs in Rockville, MD .

Arlington, VA $60,000.00-$65,000.00 1 week ago

Client Services Associate - Wealth Management

Tenant Services Coordinator - $25/hr-$28/hr - Rosslyn, VA

Bethesda, MD $55,000.00-$70,000.00 3 weeks ago

Arlington, VA $60,000.00-$65,000.00 1 day ago

Rockville, MD $45,000.00-$95,000.00 6 days ago

Bethesda, MD $55,000.00-$95,000.00 1 day ago

Maryland, United States $36,600.00-$50,400.00 3 days ago

Arlington, VA $66,800.00-$142,800.00 5 days ago

Fairfax, VA $54,000.00-$71,000.00 6 days ago

Washington, DC $60,000.00-$70,000.00 1 week ago

Call for CVs - Administrative Assistant, Government Agency

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Job Tags

Permanent employment, Full time, Work experience placement, Work at office, Remote work,

Similar Jobs