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Client Service Associate

Posted 20 days ago  •  Less than 10 applicants •  Be one of the first to apply!
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Client Service Associate

Our Client - Financial Services company

  • Annapolis, MD
$26,000 - $31,200/year
Exact compensation may vary based on skills, experience, and location.
20 hrs/wk
Permanent (w2)
Remote work no
Travel not required
Start date
October 6, 2025
Superpower
Finance
Capabilities
Compliance
Transaction (deal) advisor services
Preferred skills
Detail Oriented
Workflow Management
Customer Relationship Management
Communication
Administrative Support
Setting Appointments
Self-Discipline
Organizational Skills
Financial Services
Care Coordination
DISC Assessments
Preferred industry experience
Financial Services
Experience level
0 - 4 years of experience

Job description

Client Care Coordinator – Financial Services

About Us
We are a boutique financial advisory firm dedicated to helping clients simplify complex financial decisions and plan for the future with confidence. Our team is collaborative, client-centered, and committed to delivering exceptional service.

The Opportunity
We are seeking a Client Care Coordinator to join our team. This role is central to ensuring our clients feel valued and supported. The ideal candidate will be detail-oriented, friendly, and proactive, with prior experience in financial services or a professional office setting.

Core Responsibilities

  • Manage advisor calendars and client appointment scheduling.
  • Maintain accurate records in our CRM and ensure client files are organized.
  • Coordinate communication between clients, advisors, and professional partners.
  • Provide concierge-level service, anticipating and addressing client needs.
  • Use technology to streamline workflows and improve processes.
  • Take ownership of assigned projects, ensuring timely and accurate completion.

Qualifications/Skills

  • Experience in financial services, client service, or administrative support.
  • Strong organizational skills and excellent attention to detail.
  • Exceptional interpersonal and communication skills.
  • Tech-savvy and comfortable adopting new systems and tools.
  • A proactive, self-directed professional who thrives on follow-through.

Company Benefits/Perks

  • Competitive compensation. 401(k) plan.
  • Flexible hours.
  • A supportive, mission-driven team culture.
  • Opportunities for professional growth and development.


All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.

If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at support@themomproject.com.

Screening Questions

  • You must pass a background check and have excellent credit for this position. Will you have any difficulty with either of these two?
  • Which office or client management systems have you used before (CRM, scheduling, digital filing)? How comfortable are you with learning new tools?
  • Tell me about your experience in financial services or another professional client-service role. What types of clients or projects did you support?
  • This role offers flexibility but also requires independence. How do you keep yourself accountable when working with less day-to-day oversight?
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