Client Services Associate

JCW Group; Maryland; On-site; USD 65,000 - 90,000; Full time

Job summary

JCW Group in Maryland seeks a Client Service Associate to support its advisory team. This client-facing role handles account service requests, onboarding, and regulatory compliance to ensure smooth day-to-day service delivery.

You will liaise with custodians, maintain CRM records, prepare performance reports, and assist with billing and reporting. The position requires strong communication, attention to detail, and the ability to manage multiple priorities under tight deadlines.

Qualifications

• 3+ years of experience in a client service or operations role at an RIA, broker-dealer, or wealth management firm
• Working knowledge of custodial platforms (Schwab Advisor Services, Fidelity Institutional, or similar)
• Familiarity with CRM and portfolio management systems
• Series 7/66 or 65 a plus, not required
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities under deadline pressure

Responsibilities

• Serve as a primary point of contact for client account service requests (transfers, deposits, withdrawals, distributions)
• Prepare and process account opening, maintenance, and transfer documentation
• Coordinate with custodians to resolve account issues
• Maintain accurate client records in CRM (e.g., Salesforce, Redtail, Wealthbox)
• Assist advisors with meeting preparation, including performance reports and account summaries
• Track and follow up on outstanding client requests to ensure timely resolution
• Support onboarding of new clients, including KYC/AML documentation
• Respond to client inquiries via phone and email in a timely, professional manner
• Assist with billing, fee calculations, and reporting as needed
• Ensure compliance with firm policies and regulatory requirements

Skills

Client service

CRM systems

Custodial platforms

Portfolio management systems

Attention to detail

Communication skills

Tools

Schwab Advisor Services

Fidelity Institutional

Salesforce

Redtail

Wealthbox

Job description

Our client, a well-established Registered Investment Advisor managing significant assets for high-net-worth clients, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm's day-to-day service delivery.

Responsibilities

• Serve as a primary point of contact for client account service requests (transfers, deposits, withdrawals, distributions)
• Prepare and process account opening, maintenance, and transfer documentation
• Coordinate with custodians (Schwab, Fidelity, Pershing, or similar) to resolve account issues
• Maintain accurate client records in CRM (e.g., Salesforce, Redtail, Wealthbox)
• Assist advisors with meeting preparation, including performance reports and account summaries
• Track and follow up on outstanding client requests to ensure timely resolution
• Support onboarding of new clients, including KYC/AML documentation
• Respond to client inquiries via phone and email in a timely, professional manner
• Assist with billing, fee calculations, and reporting as needed
• Ensure compliance with firm policies and regulatory requirements

Qualifications

• 3+ years of experience in a client service or operations role at an RIA, broker-dealer, or wealth management firm
• Working knowledge of custodial platforms (Schwab Advisor Services, Fidelity Institutional, or similar)
• Familiarity with CRM and portfolio management systems
• Series 7/66 or 65 a plus, not required
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities under deadline pressure