Client Services Associate
JCW Group
Job Description
About the Role
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
Vacancy posted 2 days ago
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