Hybrid Wealth Management Client Service Associate

CFS; Bethesda (MD); Hybrid; USD 54,000 - 90,000; Full time

Job summary

CFS in Bethesda, MD, is seeking a Client Service Associate to support wealth management client accounts and operations. You’ll work with Fidelity/Schwab custodial systems, process new accounts, and handle wires, distributions, and money movement, while partnering with Wealth Advisors to maintain strong client relationships.

The role offers hybrid work (4 days onsite, 1 remote) and a clear path for growth within an expanding wealth management team; a bachelor’s degree and client-facing experience

Qualifications

• 1–3+ years of experience within an RIA, independent wealth management or investment advisory environment.
• Hands-on experience with Fidelity and/or Schwab custodial systems.
• Hands-on experience with Orion or a comparable wealth management fintech/operations platform.
• Experience working directly with clients one-on-one.
• Experience with wealth management client/account operations such as new account opening, account maintenance, transfers, cashiering, distributions or money movement.
• Working knowledge of investment and retirement accounts, including Traditional and Roth IRAs, 401(k)s, taxable accounts, joint accounts, trusts, beneficiaries and RMDs.
• Strong client-service skills with a friendly, professional demeanor.
• Ability to work independently and take ownership of responsibilities.
• Bachelor's degree

Responsibilities

• Prepare and process new investment account applications
• Support cashiering and client money movement, including wires, journals, transfers and distributions
• Handle ongoing investment account maintenance
• Assist with bank links, beneficiary changes and POA updates
• Support retirement account activity, including RMDs
• Work within Fidelity and/or Schwab custodial systems
• Utilize Orion or other wealth management fintech/operations platforms
• Work directly with clients by phone and email to handle service requests and account needs
• Follow up on outstanding documentation and time-sensitive requests
• Coordinate with Wealth Advisors, custodians and Client Service team members
• Maintain accurate client and account records
• Assist with reports and other client meeting materials
• Provide light Bethesda office support, including mail, printing and occasional visitors

Skills

Client service

Communication

Independence

Education

Bachelor's degree

Tools

Fidelity

Schwab

Orion

Job description

CFS in Bethesda, MD, is seeking a Client Service Associate to support wealth management client accounts and operations. You’ll work with Fidelity/Schwab custodial systems, process new accounts, and handle wires, distributions, and money movement, while partnering with Wealth Advisors to maintain strong client relationships.

The role offers hybrid work (4 days onsite, 1 remote) and a clear path for growth within an expanding wealth management team; a bachelor’s degree and client-facing experience