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We believe collaboration and teamwork create a positive, meaningful work environment.

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. 

Join Our Team

NOW HIRING - Client Service and Operations Specialist

Job Title: Client Service and Operations Specialist
Location: Hunt Valley, MD
Position: Full Time
Reports to: President
Classification: Non-Exempt
Date: March 29, 2021

Company Overview
Marshall 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 Overview
The 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.

Essential Functions

  1. Greet clients and visitors in person and over the phone with professional, warm demeanor
  2. Work as part of admin team on daily tasks and workflows related to client support
  3. Assist with client account changes, investment transactions, and other account administration
  4. Prepare and process paperwork for new accounts, ensuring all client documentation is returned, completed and approved
  5. Process client requests including wires, checks, journals, etc.
  6. Utilize firm’s various applications to obtain account information and execute service requests
  7. Prepare meeting documents, reports, and other materials
  8. Respond to questions regarding accounts, policies, and procedures
  9. Meet compliance standards in all tasks and projects
  10. Participate in Task Groups or Project Teams as directed
  11. Perform other related duties

Competencies

  1. Pro-actively anticipates solutions to potential problems
  2. Tech-savvy, ability to become proficient in company related technology and tools
  3. Maintains confidentiality and integrity in all situations
  4. Takes initiative, especially on difficult tasks and projects
  5. Meticulous organizational skills and ability to prioritize
  6. Big picture thinker with strong attention to detail
  7. Ability to research and resolve problems creatively
  8. Remarkable communication skills
  9. Hardworking mentality
  10. Extremely positive attitude
  11. Resourcefulness, adaptability, and strong critical thinking skills
  12. Ability to interact professionally and pleasantly with individuals at all levels
  13. Self-motivated with ability to motivate others, improve teamwork, and manage conflict
  14. Ability to remain calm under pressure
  15. Punctual, strong time management skills
  16. Ability to listen and respond effectively to client questions and concerns
  17. Maintains flexible and collaborative work ethic
  18. Commits to exceeding expectations

Work Environment
This 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

  1. College Degree preferred
  2. At least 1 year experience in related field
  3. Industry license or registration preferred
  4. Background check will be required

Salary and Benefits

  1. Salary paid bi-weekly
  2. PTO available
  3. 401k match
  4. Health insurance

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 lindy@marshallfinancialgroup.com.