Arlington Wealth-Management Client Services Lead

Emerald Advisors, LLC; Arlington (VA); On-site; USD 70,000 - 90,000; Full time

Job summary

Emerald Advisors, LLC in Arlington, VA is seeking a Senior Client Services Administrator to join our growing wealth‑management team. You will support advisers, manage onboarding, and ensure accurate, confidential client service and account administration.

The ideal candidate has 3+ years in an RIA or wealth‑management setting, strong Schwab/Fidelity experience, excellent communication, and keen attention to detail.

Qualifications

• 3+ years in an RIA or wealth-management environment.
• Hands-on experience with Charles Schwab and Fidelity custodial platforms preferred.
• Experience with client onboarding, account opening, transfers, money movement, and custodial paperwork.
• Strong understanding of operational and client-service requirements of a wealth-management practice.
• Excellent written and verbal communication skills.
• Attention to detail and ability to manage multiple priorities.

Responsibilities

• Serve as a key administrative and operational point of contact for clients and advisors.
• Deliver a highly responsive, professional, and confidential client experience.
• Coordinate new-client onboarding and account establishment.
• Prepare and process account applications, transfers, distributions, deposits, beneficiary changes, and other custodial documentation.
• Work with Schwab, Fidelity, and other custodial partners to resolve service matters.
• Monitor opening, transfer, and service requests through completion.

Skills

Client service

Wealth management exposure

Custodian experience

CRM proficiency

Attention to detail

Communication skills

Discretion/confidentiality

Problem solving

Independence

Team collaboration

Education

Bachelor's degree

Equivalent experience

Tools

Charles Schwab

Fidelity

CRM systems

Document management

Job description

Emerald Advisors, LLC in Arlington, VA is seeking a Senior Client Services Administrator to join our growing wealth‑management team. You will support advisers, manage onboarding, and ensure accurate, confidential client service and account administration.

The ideal candidate has 3+ years in an RIA or wealth‑management setting, strong Schwab/Fidelity experience, excellent communication, and keen attention to detail.