Private Client Associate

Job Description

Insight Global is seeking a Private Client Associate to support a team of Financial Advisors for one of our financial services clients in the Towson, MD area. This individual will play a critical role in delivering exceptional client service, supporting advisor productivity, and helping maintain and grow client relationships. The ideal candidate is highly organized, detail-oriented, customer-focused, and thrives in a fast-paced environment.

On a day-to-day basis, this person will act as a primary point of contact for clients, assist with account servicing needs, coordinate advisor initiatives, and support operational functions within the branch. They will collaborate closely with Financial Advisors and internal teams to ensure timely resolution of client requests while contributing to business development and client engagement activities.

Responsibilities:

• Provide exceptional client service and support through phone, email, and in-person interactions
• Assist Financial Advisors with servicing existing client relationships and supporting business growth initiatives
• Coordinate and execute client outreach and productivity-based campaigns
• Respond to client inquiries accurately and efficiently, escalating issues as needed
• Maintain client records and ensure all documentation is completed in accordance with firm policies and procedures
• Collaborate with internal departments to resolve time-sensitive client and advisor requests
• Prepare client correspondence and communications while adhering to compliance requirements
• Utilize firm technology platforms and tools to support client service and operational needs
• Anticipate potential issues and proactively communicate concerns to Financial Advisors and branch leadership
• Support branch operations and administrative functions as assigned

Skills and Requirements

• High school diploma or equivalent
• Previous administrative, customer service, financial services, banking, or office support experience
• Strong customer service and relationship management skills
• Excellent verbal and written communication abilities
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Ability to work independently while collaborating effectively within a team
• Demonstrated professionalism and high ethical standards
• Bachelor's degree
• FINRA Series 7 and Series 63/65 or Series 66 licenses
• Candidates without licenses who are willing and able to obtain licensing within 12 months of hire
• Experience supporting financial advisors, wealth management professionals, or investment teams

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].