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Client Service Associate

compensation: DOE
employment type: full-time

Client Service Associate

Job Label: Client Service Associate July 2020

A prestigious wealth management firm seeks a motivated and qualified individual for the position of Client Service Associate on a wealth management team in our Bethesda, MD office. The individual selected for this opportunity will provide a broad range of technical and client management support to a wealth management team, assist with managing all aspects of a client relationship, be dedicated to client service, and have the highest ethical and professional standards of excellence.


The Firm provides investment, wealth management, business management, tax compliance, and other financial advisory services to a multitude of high-net-worth and ultra-high-net-worth private clients as well as a prestigious base of institutional clients.  

Primary responsibilities for this position include:

  • Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points;
  • Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets;
  • Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas;
  • Drafting and processing correspondence to clients and communicating with clients by telephone and email;
  • Assisting with the income tax return preparation process, e.g., scanning data, sending copies of returns to clients, etc. (location specific);
  • Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients; and
  • Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases.

The position requires:

  • An Associate degree or greater;
  • A minimum of 3-5 years administrative experience in financial or professional services;
  • Familiarity with brokerage or registered investment advisory firm operations;
  • Strong mathematical aptitude; superb written and verbal communication skills;
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology;
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
  • Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.

To apply for this position or refer someone you know, please use our online interview system managed by HireMojo.

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Once you have completed the interview, your information will be forwarded to the recruiting team for decisions on next steps.

Related Keywords: senior administrator, administrator, financial planning, entry level, investment management, risk management, retirement planning, income tax planning, education funding, estate planning, financial plans, investments, analytical, support role, executive assistant, financial planning, financial advisor, advisor, detail oriented

  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers
  • OK to highlight this job opening for persons with disabilities

post id: 7154510425


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