Client Services Representative

Express Employment Professionals Tysons, VA; Bethesda (MD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision, and 401(k)

Support for continuing education and certifications

Clear opportunities for growth

Job summary

A well-established investment advisory firm is seeking a Financial Operations Specialist in Bethesda, Maryland. The role involves serving as a liaison among clients and custodians, coordinating meetings, and managing account paperwork. Ideal candidates will possess an associate’s degree (bachelor’s preferred), have over 3 years of experience in financial services, and excel in communication and analytical skills. Competitive salary ranges from $55,000 to $75,000 with various benefits offered.

Qualifications

• Must have 3+ years in financial services or investment operations.
• Strong understanding of financial instruments and account structures is required.
• Capable of working independently and collaboratively.

Responsibilities

• Serve as a liaison between clients, advisors, and custodians.
• Coordinate client meetings and internal briefings.
• Prepare and process new account paperwork and transfers.

Skills

Detail-oriented

Client-focused

Strong analytical skills

Advanced MS Office skills

Excellent written and verbal communication

Education

Associate’s degree (Finance, Business, or related field)

Bachelor’s degree preferred

Tools

CRM systems

Portfolio management platforms

Trading platforms

Job description

Our team is partnering with a well-established investment advisory firm to hire a Financial Operations Specialist. This role is perfect for someone who is detail-oriented, client-focused, and eager to support both operational excellence and a high-touch client experience.

Responsibilities

• Serve as a liaison between clients, advisors, and custodians to support account servicing
• Coordinate client meetings, internal briefings, and team schedules
• Prepare and process new account paperwork, transfers, and money movement (wires, ACH, checks)
• Track and follow up on client service requests
• Support onboarding, reporting, and ongoing account maintenance
• Draft professional correspondence, reports, and presentations
• Maintain and update CRM and portfolio management systems
• Partner with compliance/operations to ensure regulatory adherence
• Assist with internal audits and regulatory documentation
• Contribute to special projects and process improvements
• Provide backup support to front office and administrative functions

Qualifications

• Associate’s degree required; Bachelor’s preferred (Finance, Business, or related field)
• 3+ years in financial services, wealth management, or investment operations
• Strong understanding of financial instruments and account structures
• Experience with CRM, portfolio management, or trading platforms
• Advanced MS Office skills (Excel, Word, PowerPoint, Outlook)
• Excellent written and verbal communication
• Ability to juggle multiple priorities with accuracy
• Professional, client‑first mindset with strong analytical skills
• Capable of working independently and collaboratively

Benefits

• Competitive salary commensurate with experience (Base pay range: $55,000.00/yr – $75,000.00/yr)
• Medical, dental, vision, and 401(k)
• Support for continuing education and certifications
• Clear opportunities for growth with a respected firm