Be the Heart of the Client Experience at Antietam Wealth Management
If you enjoy building relationships, solving problems, and creating outstanding experiences for clients, this may be the perfect opportunity for you.
About the Role
As the first point of contact for many clients, the Client Services Representative position plays a vital role in delivering the high level of service our clients have come to expect. This position combines client service, office administration, and operational support responsibilities to help ensure our branch operates smoothly and efficiently.
The ideal candidate is detail-oriented, proactive, and committed to providing exceptional service while supporting advisors and maintaining strong client relationships.
What You’ll Do
Key responsibilities include:
- Answering and managing incoming client calls.
- Scheduling client meetings and conference calls.
- Preparing and processing account documentation.
- Assisting clients with account-related questions and resolving service issues.
- Maintaining accurate client records within the CRM system.
- Coordinating asset transfers and account servicing requests.
- Greeting clients and ensuring a welcoming office environment.
- Supporting client engagement initiatives, including birthday, holiday, and appreciation outreach.
- Managing office supplies and maintaining professional office operation
- Providing basic technology and operational support as needed.
What We’re Looking For
Successful candidates will possess:
- Outstanding communication and interpersonal skills.
- Strong organizational and time-management abilities.
- A commitment to delivering exceptional customer service.
- Attention to detail and problem-solving capabilities.
- The ability to manage multiple priorities in a fast-paced environment.
- A collaborative mindset and the ability to work independently when needed.
- Proficiency with standard office technology and software applications.
Why Join Antietam Wealth Management?
At Antietam Wealth Management, you’ll become part of a team dedicated to helping clients pursue their financial goals while building meaningful, long-term relationships. We value professionalism, collaboration, and a client-first approach, and we invest in team members who share those values.
This Client Services Representative position offers an opportunity to make a direct impact on the client experience while developing valuable skills in wealth management, operations, and client service.
Apply Today
If you are passionate about helping others, enjoy working in a professional environment, and take pride in providing exceptional service, we’d love to hear from you. Please send your resume to Joan.Bowers@RaymondJames.com.
Join Antietam Wealth Management and help us continue delivering a first-class experience for every client, every day.