Client Service Associate – Wealth Management

CFS; Bethesda (MD); Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

PTO

Company holidays

Job summary

CFS in Bethesda, MD seeks a Client Service Associate with 1–3+ years in an RIA/wealth management setting. You will support investment account openings, maintenance, and transfers while working closely with Wealth Advisors and custodians.

This role offers hands-on client interaction, exposure to Fidelity/Schwab systems, and a growth path into advisory support. Hybrid work arrangement (4 days onsite, 1 remote) with strong bonus potential and comprehensive benefits.

Qualifications

• 1–3+ years of experience in an RIA or independent wealth management environment
• Hands-on experience with Fidelity and/or Schwab custodial systems
• Hands-on experience with Orion or similar wealth management fintech/operations platform
• Experience working directly with clients one-on-one
• Experience with wealth management client/account operations such as new account opening, account maintenance, transfers or money movement
• Knowledge of Traditional and Roth IRAs, 401(k)s and trusts

Responsibilities

• Prepare and process new investment account applications
• Support cashiering and client money movement, including wires and transfers
• Handle ongoing investment account maintenance
• Assist with bank links, beneficiary changes and POA updates
• Support retirement account activity including RMDs
• Work within Fidelity and/or Schwab custodial systems
• Utilize Orion or similar wealth management platforms
• Interact with clients by phone and email to handle service requests
• Follow up on outstanding documentation and time-sensitive requests
• Coordinate with Wealth Advisors and custodians
• Maintain accurate client and account records
• Assist with reports and client meeting materials
• Provide light Bethesda office support (mail, printing)

Skills

Client service

Independent work

Strong communication

Client relationships

Education

Bachelor's degree

Tools

Fidelity

Schwab

Orion

Job description

• Office Situation: Hybrid – 4 days onsite / 1 day remote; candidates open to 5 days onsite are welcome

• Salary: Up to $90,000 + 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 already have experience within an RIA or independent wealth management environment and are looking for an opportunity where you can take on more responsibility, work directly with clients and continue building your career, this could be an excellent next step.

This growing wealth management firm is looking for a Client Service Associate to join its Bethesda team. This is a great opportunity for someone with RIA/wealth management experience who is ready to take the next step, work directly with clients and broaden their exposure across client service and investment account operations.

You’ll work closely with experienced industry professionals while gaining broader exposure to client relationships, investment account operations, custodial processes, cashiering and money movement.

• Excellent growth potential – potential career paths include Client Service, Operations/Integrations and eventually Financial Advisory for someone interested in that direction
• Broaden your wealth management experience – expand your exposure across client service, investment account operations and advisor support
• Hands‑on leadership and development – work closely with an experienced manager while taking ownership of your responsibilities
• 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, solving problems and getting things done
• 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, transfers and distributions
• Handle ongoing investment account maintenance
• Assist with bank links, beneficiary changes and POA updates
• Support retirement account activity, including RMDs
• Work within Fidelity and/or Schwab custodial systems
• Utilize Orion or other wealth management fintech/operations platforms
• Work directly with clients by phone and email to handle service requests and account needs
• Follow up on outstanding documentation and time-sensitive requests
• Coordinate with Wealth Advisors, custodians and Client Service team members
• Maintain accurate client and account records
• Assist with reports and other client meeting materials
• Provide light Bethesda office support, including mail, printing and occasional visitors

Qualifications

• 1–3+ years of experience within an RIA, independent wealth management or investment advisory environment
• Hands‑on experience with Fidelity and/or Schwab custodial systems
• Hands‑on experience with Orion or a comparable wealth management fintech/operations platform
• Experience working directly with clients one‑on‑one
• Experience with wealth management client/account operations such as new account opening, account maintenance, transfers, cashiering, distributions or money movement
• Working knowledge of investment and retirement accounts, including Traditional and Roth IRAs, 401(k)s, taxable accounts, joint accounts, trusts, beneficiaries and RMDs
• Strong client‑service skills with a friendly, professional demeanor
• Ability to work independently and take ownership of responsibilities
• Bachelor's degree