Who we are:

Vintage Financial Partners, a growing wealth management firm, is seeking a Client Services Associate to assist us in providing an exceptional client experience. This is your chance to play a critical role in the future success of our fast-growing organization!

Founded in 2016, Vintage Financial Partners is a regionally recognized Financial Planning Company that oversees more than half a Billion in client assets under management. Vintage Financial is known for its service model. It is driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

We chose to use the word “Partners” in the name of our firm to emphasize collaboration, mutual support, and a strong relationship with our clients and team. It signifies that we view our clients and professionals as essential collaborators, working together to achieve common goals.

Our next team member:

The Client Services Associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day client service duties of the firm, the team of Client Services Associates help keep the office running smoothly and ensures that all client communication and servicing is handled promptly, accurately, and professionally.

What you'll do:

• Administer exceptional client service via phone and email.
• Respond to client and advisor requests for account servicing which may include any of the following:
• Process new accounts.
• Process account transfers.
• Process new contributions and redemptions.
• Process beneficiary changes.
• Prepare for client meetings, research accounts and organize data.
• Assist with follow up activities from client meetings as requested.
• Handle various operational activities.
• Develop and maintain written systems of all activities.
• Perform other duties as assigned.
• When readiness demonstrated, opportunities for career advancement into financial planning, business development and leadership are available to all team members.

What you need:

Required:

• BA/BS degree in a finance-related field from an accredited institution.
• 1-2 years of professional experience. Professional internship history for new college graduates.
• Able and eager to work in-person in Rockville, MD.
• Excellent organizational and time management skills.
• Excellent attitude and an extraordinary client service orientation.
• A strong focus on getting the details right when handling multiple tasks within tight time frames.
• Proficiency with Microsoft Office Suite.
• Strong problem solving skills with a focus on solutions.
• Strong verbal, written, and interpersonal communication skills.
• Must be able to pass a background check.

Helpful:

• Previous securities industry experience.
• FINRA SIE

Hiring Process:

Apply by sending your resume and a cover letter to ASquier@VintageFP.com. (Curious why a cover letter? This should be an introduction to you, your work history, and what about this job you find exciting and/or interesting.)

Attendance is an essential function. This is a full-time, in-person job at our office in Rockville, MD.

Salary is commensurate with experience.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, the potential for career growth, and a great working environment. This is your chance to play a vital role in the continued success of our company. Our culture is fast-paced, motivational, and focused on healthy living. Smokers need not apply. For more information about our company, please visit our website, www.vintagefinancialpartners.com.

If you’re interested in this opportunity, please send your resume and cover letter to Anna Squier at ASquier@VintageFP.com.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.