Client Services Associate
JCW Group
About the RoleOur 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.ResponsibilitiesServe as a responsive, professional contact for high-net-worth clientsPrepare for and follow up on client meetingsProcess account openings, transfers, journaling, and beneficiary updates through Schwab and FidelityMaintain client records and workflows in SalesforceSupport performance reporting and billing in Orion and Black DiamondCoordinate with custodians, CPAs, attorneys, and internal teamsQualificationsSeries 65 licenseBackground in finance or wealth managementStrong attention to detail, organization, and communication skillsComfort working with senior-level clients
Vacancy posted 1 day ago
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