Client Service Associate

About Berman McAleer

Berman McAleer is an independent wealth management firm based in Maryland with an office in New York. We focus on the total financial well-being of select families that choose to partner with us.

We care deeply about the personal and financial success of the clients we serve, and our decision-making reflects those priorities. We limit the number of new clients we accept each year, and have taken the unusual step of closing to new clients on three separate occasions. To keep our interests aligned with those of our clients, our advisors are salaried instead of being incentivized with production or asset-based goals, and we eschew the use of any proprietary products or accounts.

What We Believe:

Our financial professionals act in our clients’ best interest – always – as fiduciaries.

Clear, transparent, and unbiased information leads to the best decisions.

We focus on multi-generational wealth management for high-net-worth individuals and families.

Collaboration and teamwork yield the best advice and client experience.

About the Role

We are seeking a Client Service Associate to join our team. This role is critical in ensuring an exceptional client experience through relationship management, service, and communication. The ideal candidate is highly detail-oriented, organized, and proactive, with strong communication skills.

This person will be responsible for establishing and maintaining client accounts, coordinating with our in-house investment management department, managing service requests, preparing financial reports, and maintaining our CRM system (Salesforce). Additionally, they will oversee project coordination across the firm to enhance efficiency and service delivery.

Key Responsibilities

Client Service & Relationship Management

Establish and maintain client accounts, ensuring all necessary documentation is completed accurately and efficiently.

Serve as a primary point of contact for client service requests, ensuring timely and professional resolution.

Communicate directly with clients to provide updates, answer inquiries, and deliver an outstanding service experience.

Maintain detailed client records and interactions in Salesforce, ensuring data accuracy and completeness.

Investment & Financial Operations Support

Prepare, update, and maintain financial reports to support advisors and clients.

Coordinate cashiering, trading, and performance reporting with our in-house investment management department.

Assist in account transfers, deposits, withdrawals, and related client requests.

Technology & Process Management

Manage and update Salesforce, ensuring all client interactions and transactions are recorded.

Assist in process and workflow enhancements to improve service delivery.

Support project coordination and cross-team collaboration within the firm.

Who You Are

Experienced in Financial Services or a Related Industry – Previous experience in wealth management, banking, or financial services is preferred.

Detail-Oriented & Highly Organized – Able to manage multiple priorities while maintaining accuracy and efficiency.

A Strong Communicator – Excellent written and verbal communication skills, with the ability to engage effectively with clients and team members.

Technologically Proficient – Experience with a CRM system (ideally Salesforce), Microsoft Office Programs (Word & Excel) and ability to learn quickly.

Analytical & Proactive – Able to think critically, identify issues before they arise, and provide solutions.

Collaborative & Client-Focused – Thrives in a team-oriented environment and is committed to delivering an exceptional client experience.

Why Join Us?

Work with a firm that truly values its clients and employees. Our culture is built on trust, respect, and collaboration.

Be part of a team that prioritizes quality over quantity.

Enjoy a flexible work environment. We are in-office but offer remote flexibility when needed, and with department approval.

A robust benefits package, a supportive and professional environment, and a salary commensurate with your experience, including:

401(k) with Employer Matching Contributions

100% Employer paid Health, Dental & Vision coverage for employees

Group Life & Disability Insurance Benefits

Paid Parental Leave & Dependent Care Flexible Spending Account

Minimum of 20 days Paid Time Off (PTO) plus 10 Paid Holidays

Half-Day Fridays, from Memorial Day through September

Gym Membership Discount

How to Apply