Job Description

6116 Executive Blvd, North Bethesda, MD 20852, USA

Job Description

Posted Monday, December 9, 2024 at 7:00 AM

Curo Private Wealth is an independent financial planning and investment management firm with offices in Reston, Virginia, and Rockville, Maryland, serving clients across the United States. We are a women-led firm committed to helping our clients make smart, strategic decisions and achieve their financial goals. Our diverse team works hard to deliver world-class service to each client.

About the Role:

The Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Advisors and Operations Managers time as efficiently as possible. You will use your excellent customer service, polished communication, and problem-solving skills to confidently meet the service needs of our clients and partners.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, you must be able to perform each essential duty satisfactorily:

• Support client meeting preparation and follow-up, including assembling requisite paperwork, report generation, appointment scheduling, and post-meeting documentation
• Address client inquiries regarding operations processes, account requirements, and investments.
• Partner with a Broker Dealer for new account establishment, account maintenance, and compliance
• Process, submit, and service all account paperwork/requests
• Maintain CRM database; ensure adherence to appropriate client service models
• Build relationships with our clients and internal partners.
• Other responsibilities as assigned by the Operations Manager

What You Will Need:

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, an individual should have the following skills and abilities:

• Basic proficiency in Outlook, Word, and Excel (can maintain complex spreadsheets)
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Excellent communication skills, both verbal and in writing
• Great customer service skills; positive, friendly attitude.

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND EXPERIENCE:

• Minimum of 3 years of experience.
• Financial services or banking industry experience is beneficial.

CERTIFICATIONS:

• Series 7 preferred but not required
• Series 66 preferred but not required.

Our Rockville office offers:

• Covered, garage parking: Complimentary
• Amazing area: Within 1-mile from the Pike & Rose area.
• Optional remote work on Fridays.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

6116 Executive Blvd, North Bethesda, MD 20852, USA

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