While our team works to be a constant source of guidance our clients can trust, we also work to create a culture within Marshall Financial Group based on honesty, integrity, and teamwork. We support our team so that they can serve all of our clients exceptionally. The values that help our clients feel confident about achieving their financial and personal goals – unfaltering ethical standards, straightforward communication, and orderly processes – are also the values that create a motivating and supportive team culture.
Job Title: Client Service and Operations SpecialistLocation: Hunt Valley, MDPosition: Full TimeReports to: PresidentClassification: Non-ExemptDate: March 29, 2021
Company OverviewMarshall Financial Group is an independent wealth management firm and Registered Investment Advisory (RIA) dedicated to helping our clients build and protect their financial assets throughout every phase of life. Our firm was founded on the guiding principle of developing personal relationships with our clients and a team culture based on honesty, kindness, and integrity. Through planning and a sound investment strategy, we help clients work towards their financial goals with confidence. We also strive to help create and maintain a meaningful, fulfilling life balance for both our clients and our team.
Job OverviewThe Client Service and Operations Specialist will be responsible for operational and administrative functions to support financial advisors and serve our clients from our office in Hunt Valley, MD.
Work EnvironmentThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, printers, and scanners. This is largely a sedentary role and candidate may sit or use PC for long periods of time. Standard hours of work are 40 hours/week – Monday through Friday during normal business day hours.
Required Education and Experience
Salary and Benefits
We value the strong relationships we have with our clients and provide exceptional customer service to them. Our close-knit team believes in the value of hard work, helping others, and giving back to the community. We have high expectations of ourselves and each other. The company culture here is positive, professional, ambitious, and supportive.
If you think you would be a good fit and have the desire to learn and participate as a member of our fast-growing firm, we look forward to hearing from you. Please email your cover letter and resume to firstname.lastname@example.org.