Client Services Associate

JCW Group; Towson (MD); On-site; USD 55,000 - 75,000; Full time

Job summary

JCW Group in Towson, MD is seeking a Client Services Associate to support wealth advisors and be a main point of contact for clients. You will help keep account and service work accurate and on time, while building trusted relationships with senior-level clients.

Ideal candidates have a Series 65 license or are pursuing it, with a background in finance or wealth management, and a strong eye for detail and communication.

Qualifications

• Series 65 license is required or a commitment to obtain.
• Background in finance or wealth management.
• Strong attention to detail and organizational skills.
• Excellent communication with senior-level clients.

Responsibilities

• Serve as a responsive contact for high-net-worth clients.
• Prepare for and follow up on client meetings.
• Process account openings, transfers, journaling, and beneficiary updates.
• Maintain client records and workflows in Salesforce.
• Support performance reporting and billing in Orion and Black Diamond.
• Coordinate with custodians, CPAs, attorneys, and internal teams.

Skills

Client service

Attention to detail

Communication

Finance knowledge

Tools

Salesforce

Orion

Black Diamond

Schwab

Fidelity

Job description

Our client, a family office RIA near Towson, MD is hiring a Client Services Associate. You'll support advisors, serve as a key point of contact for clients, and keep account and service work accurate and on time. This role suits both early-career candidates launching a wealth management career and experienced professionals ready for a bigger seat at the table.

Responsibilities

• Serve as a responsive, professional contact for high-net-worth clients
• Prepare for and follow up on client meetings
• Process account openings, transfers, journaling, and beneficiary updates through Schwab and Fidelity
• Maintain client records and workflows in Salesforce
• Support performance reporting and billing in Orion and Black Diamond
• Coordinate with custodians, CPAs, attorneys, and internal teams

Qualifications

• Series 65 license
• Background in finance or wealth management
• Strong attention to detail, organization, and communication skills
• Comfort working with senior-level clients