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MidAtlantic IRA, LLC · Frederick, Maryland
About MidAtlantic IRA
MidAtlantic 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.
The 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.
Send application and account-opening paperwork to prospective clients who've requested it, and walk them through what's needed to get started
Review and process completed new account paperwork, transfer requests, and transactions
Serve 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 quickly
Follow up regularly on missing documents, pending transactions, and outstanding items to keep every new account moving forward
Communicate directly with banks and financial institutions to initiate and track transfer requests
Keep 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 up
Collaborate across sales, compliance, and operations to resolve client issues promptly
Coordinate handoffs of newly funded clients to the investment operations team
Keep the sales manager informed of new account status, delays, and outstanding issues
Share feedback on how we can improve our CRM workflows and client-service processes as we grow
Maintain organized digital and physical client files
Jump in where needed. This is a small team and we all wear many hats
What We're Looking For
Customer service experience is required. You genuinely enjoy helping people and it shows
Banking or financial services experience is strongly preferred; you understand how money moves, why timelines matter, and how to communicate professionally with institutions
You are organized, but not rigid. You can build your own structure in an environment that doesn't always hand it to you
You are a self-starter who takes initiative without waiting to be told what to do next
You communicate clearly, promptly, and professionally in writing and on the phone
You'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 attention
You work well with multiple stakeholders and can take direction from different leaders graciously
You are comfortable in a fast-evolving, small-office environment where priorities can shift
What Makes This Role Unique
You'll work directly alongside ownership and leadership. Your voice matters here
As the team expands, there is genuine opportunity to grow with it, including into more senior roles
You prefer a highly structured environment where the day is mapped out and tasks come with step-by-step direction
You'd rather focus deeply on one thing at a time than manage several open tasks and shifting priorities at once
You prefer minimal interaction and would rather not be in regular contact with clients and colleagues
A small, family-owned business, where roles are fluid and everyone pitches in, isn't the setting where you do your best work
Details
| Company | MidAtlantic IRA, LLC |
| Location | Frederick, Maryland |
| Type | FULL TIME |
| Niche | Full-time |