Bethesda, MD/Hybrid
$60,000 – $75,000
Client Service Associate
As the Client Service Associate with this elite Financial Services Firm, you will be the first point of contact between clients and the firm. You will often act as a liaison for the team ensuring that the client’s inquiries and concerns are being addressed in a timely and proactive manner. In this position, you will coordinate and manage lots of moving parts – from onboarding new client accounts to supporting the team’s marketing strategy – the successful candidate is someone with excellent interpersonal skills and a love for learning.
About the Job:
- Ensure the needs of the clients are being addressed quickly and thoroughly. Approach every client concern with an empathic ear to guarantee a quality, customer-focused experience.
- Liaise between various internal and external parties to bridge any gaps in communication.
- Support marketing efforts by maintaining marketing materials and social media platforms.
- Oversee the scheduling and coordination of team meetings and client events and seminars.
- Assemble meeting materials, proofread reports, and examine documentations for errors.
- Manage client records in the CRM Database; connect with clients regarding the status of their application.
About the Culture:
- Generous compensation package including paid time off, 401k, and medical benefits.
- Exposure to working for a large, global financial services firm.
- Employees who are dedicated to volunteering and giving back to their community.
- Ability to join and take part in employee networking groups.
About You:
- Client-focused. You can handle multiple tasks while maintaining a high level of customer service.
- Knowledgeable. The successful candidate has at least a year of experience working in an investment, banking, or financial services environment.
- Strong communicator. You are an effective, clear communicator and can express ideas clearly when writing or speaking.
- Tech-savvy. Candidates must be comfortable working in MS Office and contact management software.
Diversity, Inclusion, and Equal Employment Opportunity Statement
Essential to Hawthorne Lane’s success is our ability to attract talent from a range of backgrounds. Our network reflects the diverse community around us, and we believe in a workplace where everyone feels valued and empowered to succeed. Applicants will not be discriminated against on the basis of race, color, creed, religion, sex, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.
To apply, please send resume to resume@hawthornelane.com.