HNW Client Relations Specialist

Apella Wealth; Gaithersburg (MD); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

PTO

Parental leave

Education reimbursement

Flexible Spending Account

Job summary

Apella Wealth is seeking a Client Relationship Specialist to serve as the primary contact for HNW/UHNW clients, collaborating with Apella Advisors. The role reports to a CRS Lead and supports a small CRS/ASA team, with in-office work in Gaithersburg, MD and flexibility for remote work.

You will build deep client relationships, deliver holistic financial advisement support, and help manage calendars, inquiries, and service requests without a sales quota.

Qualifications

• Four-year degree in business, finance, economics or similar field preferred.
• Experience delivering client service in financial services.
• Strong written and oral communication with attention to detail.

Responsibilities

• Serve as frontline representative, fostering trusted client relationships.
• Coordinate with clients, advisors and custodians to ensure smooth processing.
• Organize books of business, calendars and schedules for efficiency.
• Deliver a high-touch client engagement experience and timely responses.
• Support advisors and maintain organized client files and records.
• Assist with designated projects and cross-team duties as needed.

Skills

Client experience

Communication skills

Organization

Multi-tasking

Tech-savvy

Team collaboration

Education

Bachelor's degree (preferred) in business/finance/economics

Tools

CRM software

Microsoft Office

Job description

Apella Wealth is seeking a Client Relationship Specialist to serve as the primary contact for HNW/UHNW clients, collaborating with Apella Advisors. The role reports to a CRS Lead and supports a small CRS/ASA team, with in-office work in Gaithersburg, MD and flexibility for remote work.

You will build deep client relationships, deliver holistic financial advisement support, and help manage calendars, inquiries, and service requests without a sales quota.