Client Experience Specialist — Financial Services

Composition Wealth, LLC; Columbia (MD); On-site; USD 65,000 - 85,000; Full time

Job summary

Composition Wealth, LLC is seeking a full-time, on-site Operations Assistant to provide operational and administrative support to Client Advisors. You will engage with clients, maintain accounts, and ensure regulatory compliance while collaborating with cross-functional teams.

The role emphasizes strong client service, interpersonal skills, and the ability to thrive in a team environment with competing deadlines at multiple on-site locations in the US.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 1–3 years of client service or administrative experience within the financial services industry, including hands-on experience working with financial custodians and managing custodian-related processes.

Responsibilities

• Serve as primary contact for routine client service requests and issues.
• Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining documentation, communicating with custodians, and complying with regulatory requirements.
• Process money movements, facilitate trades, and handle ad hoc client requests.
• Work cross-functionally with investment, accounting, and operational departments to ensure clients’ needs are met.
• Generate and substantiate reports for meetings.
• Gather, input, and maintain key client information in the CRM (Salesforce).
• Learn and follow established firm processes, workflows and service standards.
• Support team projects.
• Executes with precision - delivers accurate, timely work in line with established processes.
• Learns the craft - absorbs firm processes and applies feedback.
• Gets it done – completes tasks with consistency and care and communicates progress.
• Builds trust - professionalism and reliability daily.
• Supports the team - coordinates internally and contributes to a well-running team.

Skills

Customer service

Communication

Teamwork

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

Tools

Salesforce

Job description

Composition Wealth, LLC is seeking a full-time, on-site Operations Assistant to provide operational and administrative support to Client Advisors. You will engage with clients, maintain accounts, and ensure regulatory compliance while collaborating with cross-functional teams.

The role emphasizes strong client service, interpersonal skills, and the ability to thrive in a team environment with competing deadlines at multiple on-site locations in the US.