Client Service Representative

Company Description Antietam Wealth Management is a financial services firm dedicated to helping clients plan, grow, and protect their wealth through personalized strategies and long-term relationships. The team focuses on delivering transparent, client-centered advice that supports financial confidence at every life stage. Antietam Wealth Management values professionalism, integrity, and attentive service, creating a supportive environment for both clients and team members. The firm emphasizes collaboration, precision, and reliability in all aspects of its operations, including administrative support.

Role Description The Client Service Representative is a full-time, on-site role based in Hagerstown, MD, providing day-to-day support to advisors and the broader team. Responsibilities include managing phone calls, greeting visitors, scheduling appointments, and maintaining calendars. The role also involves preparing and organizing client documents, handling data entry, maintaining electronic and paper filing systems, and processing mail and basic office correspondence. The Administrative Assistant will support executive-level staff with meeting preparation, travel arrangements, and follow-up tasks, while ensuring a professional office environment and consistent application of firm policies and procedures. This position requires attention to detail, discretion with sensitive information, and a commitment to excellent client service.

Responsibilities

• Greet clients, visitors, and vendors with professionalism and a friendly demeanor at the front desk
• Manage multi-line phone systems to handle inquiries, direct calls, and relay messages efficiently
• Maintain accurate data entry records using productivity software such as Microsoft Office, spreadsheets, and Word processing tools
• Utilize computer skills to support office management tasks, including filing, document proofreading, and updating client information
• Assist with scheduling appointments and coordinating meetings to optimize office productivity
• Support clerical tasks such as photocopying, scanning, and organizing files with attention to detail
• Communicate effectively with clients via phone and email to address inquiries and provide support

Experience

• Previous office experience or administrative support roles demonstrating strong organizational skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with spreadsheets for data management
• Excellent phone etiquette and communication skills for professional client interactions
• Demonstrated ability to multitask efficiently in a fast-paced environment with strong time management skills
• Technical proficiency in computer literacy, data entry, proofreading, and office management tools

Join us in delivering outstanding client service while advancing your administrative career! We value energetic professionals who thrive on organization, communication, and creating positive experiences for every visitor and client.

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Work Location: In person