Frontline Client Specialist – Wealth Advisory (Hybrid)

Apella Wealth; Reston (VA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Day 1 health coverage (Medical, Dental

Vision coverage

HSA and FSA options

401(k) with company match

Generous PTO

Life insurance and disability

Parental Leave and adoption assistance

Employee discounts

Job summary

Apella Wealth is seeking a Client Relationship Specialist in Reston, VA, operating in a hybrid model four days in the office. You will be the primary contact for HNW/UHNW clients, supporting Apella Advisors and building meaningful client relationships.

You will handle day-to-day client service, calendar management, and coordination with custodians. This is a non-sales, team-focused role with growth opportunities in a national, fee-only RIA.

Qualifications

• Four-year degree preferred (not required).
• 3–5 years experience in client-facing roles, preferably in financial services.
• Strong judgment under pressure and ability to manage competing priorities.
• Excellent written and verbal communication and professional demeanor.
• Proficiency with MS Office; familiarity with ERP/CRM systems.

Responsibilities

• Serve as frontline representative for Apella Advisors and manage trusted client relationships.
• Coordinate communication between clients, advisors, and custodians; monitor and escalate requests.
• Organize calendars and books of business to optimize efficiency and client growth.
• Deliver a high-touch, white-glove client engagement experience, including events and milestone communications.
• Support advisor calendars and client review meetings; assist with designated projects.

Skills

Client relationship management

Communication skills

Organizational skills

Project management

MS Office / CRM software

Education

Bachelor's degree in business/finance/economics or related field

Tools

Microsoft Office

ERP

CRM software

Job description

Apella Wealth is seeking a Client Relationship Specialist in Reston, VA, operating in a hybrid model four days in the office. You will be the primary contact for HNW/UHNW clients, supporting Apella Advisors and building meaningful client relationships.

You will handle day-to-day client service, calendar management, and coordination with custodians. This is a non-sales, team-focused role with growth opportunities in a national, fee-only RIA.