Shore United Bank is seeking a full-time Client Service Associate to join our team with Wye Financial Partners, a division of Shore United Bank. Wye Financial Partners is a financial services firm offering full-service investment and insurance solutions through our broker/dealer, LPL Financial. The Client Service Associate will play a crucial role in maintaining client relationships, supporting financial advisors, executing deposits, coordinating work tasks, facilitating work events, and ensuring the smooth flow of information between departments. If you thrive in a dynamic environment and are eager to grow your career in finance, we encourage you to apply and be a key contributor to our team's success!
Essential Functions Include:
- Responsible for initial and ongoing filing and maintenance of all client files.
- Prepares new client files and maintains client account paperwork as directed.
- Prepares daily logs and other required monthly and quarterly reports.
- Executes deposits for clients and Wye accounts as needed.
- Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information.
- Organize and plan team and client events as needed.
- Support advisors in maintaining relationships with clients.
- Serves as a resource to support advisors for client's other professionals such as Attorneys, Portfolio Managers, and Accountants.
- Proactively update and review advisor calendars to anticipate upcoming meetings and paperwork required. Responsible for coordinating with advisor for advance meeting preparation to include last meeting review, agenda creation and new paperwork creation.
- Facilitate 1099 and K-1's year-end tax reporting as needed for LPL accounts.
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
- Participates in required training sessions, including training for compliance with BAI policies and procedures.
Location: 3035 Leonardtown Road, Waldorf, MD 20601
Position Type/Expected Hours of Work:
- Full-time.
- Non-exempt.
- Days of Work: Monday-Friday.
Required Education and Experience:
- Bachelor's degree in finance or related field, or relevant work experience.
- 2-4 years' experience in finance, investments, or banking.
Compensation:
- The pay range for this position is $20.80 to $25.00 hourly.
- Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Company Benefits:
- Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
- Comprehensive benefits package including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability; and much more!
- Paid parental leave
- 401k savings plan with up to a 4% company match
- Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
- Opportunity for growth and advancement
- Paid training program and continuous training sessions throughout the year on various topics
- Generous paid time off and paid sick time
- Community involvement opportunities
Shore United Bank is a full-service community bank with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect from a community bank. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you.
In addition to banking, we offer trust and wealth management services through Wye Financial & Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank: Good things are happening here. ®
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.