Client Service Associate

Creative Financial Staffing, LLC; Bethesda (MD); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k)

PTO and company holidays

Job summary

Creative Financial Staffing, LLC is seeking a Client Service Associate to join its Bethesda wealth management team. You’ll gain hands-on exposure to client service, investment account operations, custodial processes and money movement while learning the business from experienced professionals.

The role offers hybrid work (4 days onsite, 1 remote day) with mentorship, training, and clear paths toward Client Service, Operations, and potentially Financial Advisory as you grow your career.

Qualifications

• Must have strong client-service skills and professional demeanor.
• Basic knowledge of financial services and investments.
• Understanding of IRAs, Roth IRAs, 401(k)s and trusts.
• Able to work independently with strong organizational skills.
• Willingness to learn new technology and financial systems.
• Onsite Bethesda daily with hybrid flexibility.

Responsibilities

• Prepare and process new investment account applications.
• Support cashiering and client money movement.
• Maintain ongoing investment account maintenance.
• Assist with bank links, beneficiary changes and POA updates.
• Support retirement account activity, including RMDs.
• Respond to client requests by phone and email.
• Follow up on outstanding documentation and account needs.
• Work with custodians and internal Client Service team members.
• Maintain accurate client and account records.
• Assist with reports and other client meeting materials.
• Provide light office support, including mail, printing and occasional visitors.
• Build toward increased client interaction as you learn the firm’s systems, processes and client base.

Skills

Client service

Attention to detail

Financial services knowledge

Organization

Independent work

Problem solving

Communication

Education

Bachelor's degree

Job description

Client Service Associate – Wealth Management

• Salary: $70,000 – $75,000 + 15 – 20% Bonus
• Location: Bethesda, MD
• Office Situation: Hybrid – 4 days onsite / 1 day remote; candidates open to 5 days onsite are welcome

Why This Opportunity Stands Out

If you’re looking to build a career in wealth management, this is an opportunity to learn the business from the ground up while working directly with experienced industry professionals.

This growing wealth management firm is looking for a Client Service Associate to join its Bethesda team. You’ll gain hands‑on exposure to client service, investment account operations, custodial processes, cashiering and money movement while developing skills that can open multiple career paths within the industry.

• Excellent growth potential – potential career paths include Client Service, Operations/Integrations, and eventually Financial Advisory for someone interested in that direction
• Hands‑on training and mentorship – work closely with an experienced manager who plans to be highly involved in your training and development
• Learn the business, not just one task – gain exposure to the operational and client‑service sides of wealth management
• Growing organization – join at an exciting stage as the firm continues to expand
• High visibility – work within a smaller team where your contributions will be noticed
• Autonomy without micromanagement – ideal for someone who enjoys taking ownership and figuring things out
• Strong bonus opportunity – 15 – 20% bonus, paid quarterly based on individual and company performance
• Hybrid flexibility – 4 days onsite with 1 remote day
• Benefits include medical, dental and vision coverage, 401(k), PTO and company holidays

Key Responsibilities

• Prepare and process new investment account applications
• Support cashiering and client money movement, including wires, journals and distributions
• Handle ongoing investment account maintenance
• Assist with bank links, beneficiary changes and POA updates
• Support retirement account activity, including RMDs
• Respond to client requests by phone and email
• Follow up on outstanding documentation and account needs
• Work with custodians and internal Client Service team members
• Maintain accurate client and account records
• Assist with reports and other client meeting materials
• Provide light office support, including mail, printing and occasional visitors
• Build toward increased client interaction as you learn the firm’s systems, processes and client base

Qualifications

• Strong client-service skills with a friendly, professional demeanor
• Excellent attention to detail and accuracy
• Basic knowledge of financial services and investment/retirement accounts
• General understanding of concepts such as IRAs, Roth IRAs, 401(k)s, taxable accounts, trusts and money movement
• Strong organization and follow-through
• Ability to work independently and take ownership of responsibilities
• Resourceful problem solver who is willing to research, learn and figure things out
• Strong verbal and written communication skills
• Comfortable learning new technology and financial systems
• Comfortable working primarily onsite in Bethesda
• Preferred – Not Required: Previous experience in wealth management, an RIA, investment management or financial services
• Bachelor’s degree

Direct wealth management/RIA experience is not required.

This is an excellent opportunity for someone who wants more than their next job and is interested in developing a long-term career in wealth management.

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