Client Experience Associate - Wealth Management

Bogart Wealth; McLean (VA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid health benefits

401(k) retirement plan with company

Bonus program based on performance

Paid Time Off

Job summary

Bogart Wealth is seeking a Client Service Associate in McLean, VA. This role delivers a first-class client experience through relationship focus and operational excellence, acting as a main contact for clients and internal teams.

You will assist with account administration, paperwork, and data in CRM/custodial systems, while supporting advisors and cross-functional projects. 1–2 years in financial services preferred.

Qualifications

• Self-motivated and eager to learn, grow, and share knowledge.
• Client-focused with a genuine desire to help people.
• Highly organized and detail oriented.
• Proficiency with Microsoft Office Suite.
• Experience with investment management and custodial platforms preferred.
• Salesforce CRM experience preferred.
• Familiarity with fintech platforms like Black Diamond and Orion preferred.
• RIA/advisory fee billing experience preferred.
• Competitive compensation and benefits including health and retirement plans.

Responsibilities

• Serve as a primary point of contact for client service requests and inquiries.
• Support clients with account administration and ongoing service needs.
• Prepare, process, and track new account paperwork and maintenance requests.
• Maintain prospect and up-to-date client information in all databases (CRM and custodial).
• Coordinate money movements, account updates, and client documentation.
• Partner with advisors and team members for timely follow-through on client needs.
• Identify opportunities to improve workflows and enhance the client experience.
• Lead and support special projects and firm initiatives as needed.

Skills

Client-focused

Organized

Communication

Microsoft Office

Team player

Discretion

Problem solving

Tools

Salesforce

Charles Schwab

Fidelity

Pershing

Black Diamond

Orion

Job description

Bogart Wealth is seeking a Client Service Associate in McLean, VA. This role delivers a first-class client experience through relationship focus and operational excellence, acting as a main contact for clients and internal teams.

You will assist with account administration, paperwork, and data in CRM/custodial systems, while supporting advisors and cross-functional projects. 1–2 years in financial services preferred.