Client Services Associate
JCW Group
Our client, a family office RIA near Towson, MD is hiring a Client Services Associate. You'll support advisors, serve as a key point of contact for clients, and keep account and service work accurate and on time. This role suits both early-career candidates launching a wealth management career and experienced professionals ready for a bigger seat at the table. Responsibilities Serve as a responsive, professional contact for high-net-worth clients Prepare for and follow up on client meetings Process account openings, transfers, journaling, and beneficiary updates through Schwab and Fidelity Maintain client records and workflows in Salesforce Support performance reporting and billing in Orion and Black Diamond Coordinate with custodians, CPAs, attorneys, and internal teams Qualifications Series 65 license Background in finance or wealth management Strong attention to detail, organization, and communication skills Comfort working with senior-level clients #J-18808-Ljbffr JCW Group
Vacancy posted 2 days ago
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