Client Services Associate

About MidAtlantic IRAMidAtlantic IRA is a Frederick, Maryland-based self-directed IRA administrator. Since 2004, we've helped investors take control of their retirement funds by investing in what they know: real estate, private lending, notes, precious metals, private placements, and other alternative assets. We're a small, family-owned business with a big mission: empowering people to build wealth on their own terms.We're growing, and we're building the team that will carry that growth. If you want a front-row seat to how a financial services company runs, and a real hand in shaping how it operates, this is that opportunity.About the RoleThe Client Associate is the backbone of our client onboarding experience. You'll be the first point of contact for new clients as they open accounts, initiate transfers, and get settled into our platform. Your job is to make sure nothing falls through the cracks and that every client feels supported, informed, and in good hands from day one.This is a service and coordination role, your role is to guide clients through the paperwork and follow up consistently so the process stays on track and nothing stalls. This is an in-office role based in Frederick, MD.What You'll DoSend application and account-opening paperwork to prospective clients who've requested it, and walk them through what's needed to get startedReview and process completed new account paperwork, transfer requests, and transactionsServe as the primary point of contact for client inquiries by phone, email, and our general inbox, answering routine questions and directing clients to the right department so they always reach the right person quicklyFollow up regularly on missing documents, pending transactions, and outstanding items to keep every new account moving forwardCommunicate directly with banks and financial institutions to initiate and track transfer requestsKeep client records accurate and current in our CRM (Zoho)Assist clients with online portal access. Account setup is automated, so this is primarily troubleshooting login or access issues when they come upCollaborate across sales, compliance, and operations to resolve client issues promptlyCoordinate handoffs of newly funded clients to the investment operations teamKeep the sales manager informed of new account status, delays, and outstanding issuesShare feedback on how we can improve our CRM workflows and client-service processes as we growMaintain organized digital and physical client filesJump in where needed. This is a small team and we all wear many hatsWhat We're Looking ForCustomer service experience is required. You genuinely enjoy helping people and it showsBanking or financial services experience is strongly preferred; you understand how money moves, why timelines matter, and how to communicate professionally with institutionsYou are organized, but not rigid. You can build your own structure in an environment that doesn't always hand it to youYou are a self-starter who takes initiative without waiting to be told what to do nextYou communicate clearly, promptly, and professionally in writing and on the phoneYou're comfortable with everyday business tech. Microsoft Office for documents and reporting, and CRM tools (we use Zoho; experience is a plus, not a requirement)You're comfortable working with client data and have an eye for details that need attentionYou work well with multiple stakeholders and can take direction from different leaders graciouslyYou are comfortable in a fast-evolving, small-office environment where priorities can shiftWhat Makes This Role UniqueYou'll work directly alongside ownership and leadership. Your voice matters hereAs the team expands, there is genuine opportunity to grow with it, including into more senior rolesFlexibility is part of our culture. Life happens, we just ask that you communicateThis Role Is Probably Not the Right Fit If:You prefer a highly structured environment where the day is mapped out and tasks come with step-by-step directionYou'd rather focus deeply on one thing at a time than manage several open tasks and shifting priorities at onceYou prefer minimal interaction and would rather not be in regular contact with clients and colleaguesA small, family-owned business, where roles are fluid and everyone pitches in, isn't the setting where you do your best work