Client Services Associate

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

At Bogart Wealth, we specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice.

Job Description

Position Summary:

The Client Service Associate (CSA) plays a critical role in delivering a first-class experience to our clients. This is a relationship-oriented, detail-driven position that combines client interaction with operational excellence.

The Client Service Associate will serve as a key point of contact for clients and internal team members, helping ensure that every aspect of the client experience runs smoothly and efficiently. This role is ideal for someone who enjoys helping people, solving problems, and being part of a collaborative, high-performing team.

Education:

Years of Experience:

Preferred:1-2 years of experience in financial services

Key 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 and documentation in all existing databases (CRM and Custodial platforms)
• Coordinate money movements, account updates, and client documentation
• Partner closely with advisors and other team members to ensure 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

Requirements and Skills

• Self-motivated and eager to learn, grow, and share knowledge
• Client-focused with a genuine desire to help people
• Highly organized and detail oriented
• Comfortable working both independently and as part of a team
• Discreet and professional when handling confidential information
• Proactive, dependable, and solution oriented
• Strong communication and organizational skills
• Proficiency with the Microsoft Office Suite
• Experience working with investment management and custodial platforms (Charles Schwab, Fidelity, Pershing) preferred
• Experience with Salesforce as a CRM preferred
• Familiarity with fintech platforms like Black Diamond and Orion preferred
• Experience in RIA / Advisory fee billing preferred
• Competitive compensation
• Paid health benefits (medical, dental, vision, etc.) for employees
• A bonus program based on individual performance and company success
• Paid Time Off based on years of experience
• A 401(k) retirement plan with company match