Client Processing Associate (Financial Services)

About the Role

This is an excellent opportunity to gain valuable experience in wealth management and financial operations while building a long-term career with a globally recognized investment organization. As a Client Processing Associate, you will support retail investment operations by reviewing, analyzing, and processing a variety of client transactions. This role involves critical thinking and decision-making that directly impacts client accounts and experiences.

Responsibilities

• Review and process client requests received through web, phone, email, and paper documentation.
• Analyze account paperwork to determine client intent and ensure requests meet company policies and compliance standards.
• Process account maintenance transactions, including:
  • Profile and address updates
  • Client agreements and documentation
  • Required financial calculations
  • Account maintenance requests
• Handle more complex transactions, including:
  • Beneficiary updates and distributions
  • New account setup
  • Asset allocation requests
  • Inheritance and account transfer processing
• Research documentation discrepancies and identify missing or conflicting information.
• Navigate multiple systems simultaneously while maintaining accuracy and efficiency.
• Review emails, paperwork, and call transcriptions to make informed processing decisions.
• Maintain high levels of quality, compliance, and customer service while managing a high-volume workload.
• Collaborate with supervisors and team members to resolve unique client situations and determine appropriate next steps.

Requirements

• At least 1 year of experience working in a policy-driven or regulated environment.
• Administrative, operations, claims processing, benefits processing, banking, customer service, healthcare administration, or related experience.
• Strong attention to detail with the ability to identify inconsistencies and potential risks.
• Excellent critical thinking and problem-solving abilities.
• Comfortable reading, interpreting, and reviewing detailed documentation.
• Strong organizational skills and ability to prioritize multiple tasks.
• Ability to navigate multiple computer systems throughout the day.
• Basic Microsoft Office skills, including Excel and Outlook.
• Strong customer service mindset with excellent communication skills.
• Basic math proficiency.

Preferred Qualifications

• Experience within banking, wealth management, credit unions, insurance, investments, or financial services.
• Associate's or Bachelor's degree.
• Previous experience processing transactions, claims, benefits, account maintenance, or client requests.
• Experience working within compliance-focused environments.

Ideal Backgrounds

Candidates often come from positions such as:

• Administrative Assistant
• Operations Associate
• Claims Processor
• Claims Analyst
• Benefits Analyst
• Financial Operations Associate
• Client Services Representative
• Account Processing Specialist
• Banking Associate
• Loan Processor
• Customer Operations Specialist
• Documentation Specialist
• Back Office Support Representative
• Client Onboarding Associate

What You'll Gain

• Exposure to the financial services and investment industry.
• Career advancement opportunities within a nationally recognized investment firm.
• Professional training and development.
• Valuable experience in financial operations, compliance, and client services.
• The opportunity to build a long-term career with a highly respected organization.

Pay

$19.50/hr (paid weekly).

Benefits

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may include:

• Medical, dental, and vision insurance.
• Critical Illness, Accident, and Hospital insurance.
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available.
• Life Insurance (Voluntary Life & AD&D for the employee and dependents).
• Short and long-term disability.
• Health Spending Account (HSA).
• Transportation benefits.
• Employee Assistance Program.
• Time Off/Leave (PTO, Vacation, or Sick Leave).

Schedule

This is a Contract to Hire, fully onsite position based in Owings Mills, MD.

Location: Corporate office in Owings Mills, MD, 21117.