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Join Our Team!

Join Our Team!

June 29, 2023

RS Will Wealth Management is accepting resumes for the following full-time position.

Please submit resumes to - no phone calls or walk-ins will be accepted at this time.

Client Service Associate 

The Client Service Administrator (CSA) is responsible for client onboarding, maintaining advisor and client files, generating client reports, contacting clients to provide or obtain updated information, scheduling meetings with professional staff and troubleshooting. 


Series 7 and Series 66 securities licenses.



Opening new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.

Trains other CSAs or Administrative Assistants, if experienced

Client Service 

Attends client meetings and takes extensive notes, where appropriate

Handles requests for transfers of funds in and out of accounts

Enters or updates cost basis information

Fills out necessary forms for opening or maintaining accounts

Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests

Maintains information in the CRM system


Full-time position. Eligible for Healthcare and wellness benefits, PTO, 401k and Profit-Sharing plan.

This position is located in Frederick, Maryland and is not remote.