JOB DETAILS

Client Service Specialist - Wealth Management

SC&H Group • Full-time • Sparks Glencoe, Maryland, United States • 3m ago

The SC&H Financial Advisory Practice, is an SEC-registered investment advisory firm with the objective of delivering independent tax, financial planning, and investment advice to high net worth individuals and families. To meet these objectives, we have assembled a team of CPA’s, CFP’s and other financial specialists in the areas of income and estate tax planning and compliance, estate and trust administration, investment management, and holistic financial planning. Today, SC&H Financial Advisors works to meet the financial needs of SC&H Group’s most sophisticated individual and family clients. As we continue to grow, we are looking to add a Client Service Specialist to our team.

We are currently looking for professionals with:

0-2 years of professional business experience
Experience with investments or financial services (preferred but not required)
An understanding of how markets work
Strong ability to use Microsoft applications (Excel, Word, Outlook)
Sharp attention to detail and ability to manage multiple projects in a timely manner
Must be able to work under pressure in meeting critical and time sensitive deadlines
Series 65 or 66 license, or be willing to become licensed in the first year (preferred but not required)
Bachelor’s Degree (preferred but not required)

All candidates will demonstrate:

Effective written and verbal communication skills
Ability to self-check work for accuracy
The ability to recognize and actively seek on-the-job learning to understand role and responsibilities
The ability to think independently

SC&H Group is an award-winning management consulting, audit and tax firm deemed a “best place to work” by Inc., Baltimore Business Journal, Accounting Today, and Inside Public Accounting. In 2022, Accounting Today recognized us as the 9th fastest growing firm in the United States. With expertise in 11 diverse practices at the intersection of finance, enterprise technology, and accounting, more than 350 employees, and a client base of rapidly growing startups to world-renowned Fortune 500 companies, this is the place to grow your skills and power your success. SC&H Group is 100% employee-owned and this positively impacts profitability, long term independence and fosters lower staff turnover and higher employee engagement.

We are committed to maintaining an engaging culture, fostering meaningful interactions, and supporting our team’s professional advancement in an environment that prioritizes continuous learning through training and development programs and skill-specific mentoring and coaching. We offer roles with a variety of hybrid, remote-friendly schedules and a comprehensive benefits package meant to align with your lifestyle and family’s needs. Our firm is committed to amplifying the voice of all our employees by creating an inclusive, safe, and welcoming work environment that celebrates our differences.

Our clients, colleagues, and community are waiting for a mind like yours. Are you ready to push your boundaries, capitalize on new opportunities, and experience exponential growth with a team that has your back and celebrates your success?

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