Client Service Specialist - SC&H Wealth

SC&H Group • Full-time • Sparks Glencoe, Maryland, United States • 1w ago

The SC&H Wealth, 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 Wealth Advisors work to meet the financial needs of SC&H’s most sophisticated individual and family clients. As we continue to grow, we are looking to add a Client Service Specialist to our team.

Any unsolicited resumes submitted through our website or to SC&H Group, Inc., employee e-mail accounts are considered property of SC&H Group, Inc., and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for SC&H Group, Inc., there must be a formal written agreement in place and the agency must be invited, by SC&H's Talent Acquisition team, to submit candidates for review.

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 6 months
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

ABOUT SC&H

SC&H is a national consulting and financial services firm, home to people who believe in the power of trusted personal relationships. Everyone here shares a passion for driving results — a passion fueled by the genuine connections we forge. Our expert capabilities and exceptional service have shaped the firm’s longstanding reputation for excellence and impressive growth. But it’s the partnerships we foster and success we help deliver that make each day rewarding — for our colleagues, our clients, and our community.

SC&H has been deemed a “best place to work” by Inc., Baltimore Business Journal, Accounting Today, and Inside Public Accounting. In 2022, Inside Public Accounting recognized us as the fastest growing firm for organic growth in the United States. Our success is driven by 11 diverse practices at the intersection of finance, enterprise technology, and accounting, 400 employees, and a client base of rapidly growing startups to world-renowned Fortune 500 companies. This is the place to build lasting professional relationships, grow your skills, and fulfill your potential.

SC&H

Make it Rewarding.

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law.

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