Associate Vice President, Client Service Greater Baltimore, MD Area

The Company is seeking an Associate Vice President for Client Service. This advanced role is pivotal in supporting advisor teams and clients with complex account operations, onboarding, and maintenance. The successful candidate will be responsible for end-to-end account onboarding for intricate clients, managing custodial inquiries, and handling all asset movement requests. Expert-level technical knowledge is essential, as is the ability to independently resolve complex issues and ensure the accuracy and timeliness of all custodial work. The AVP will also be involved in process optimization, leading client meetings, and providing training and mentorship to junior staff. Applicants must have a Bachelor's degree or related experience, preferably in finance or economics, and at least 5 years' experience in financial services with a proven track record in quality control and process proficiency. The role requires advanced proficiency in CRM systems and custodial platforms, as well as a strong understanding of the RIA business model and service delivery. The ideal candidate will demonstrate a commitment to professional growth, possess strong leadership skills, and be adept at strategic thinking in the face of operational challenges. The position offers opportunities for growth into management roles and is suited to individuals who are dedicated to delivering exceptional client service and are adept at building and nurturing client relationships.

Hiring Company

NFP, an Aon company