Client Services Associate

Client Service Associate

Multi-Billion Independent Wealth Management Firm

Ellicott City, MD

Overview

Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

Serve as a primary lead for client onboarding and private wealth client services

Provide an excellent client experience for high net worth clients, building and maintaining client relationships

Participate in the growth of a dynamic, independent RIA by servicing client needs

Strong culture of teamwork, integrity, work life balance and personal and professional development

Career track within the firm

Competitive compensation package including benefits and bonuses

Requirements

Bachelor's Degree

2+ years experience in Client Services within Financial Services

Experience with Schwab custodian and Salesforce is a plus

Track record of professionalism, adaptability, attention to detail, and time management