Senior Client Relationship Lead

Composition Wealth

Columbia (MD)

On-site

USD 70,000 - 100,000

Full time

14 days+

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Job summary

Composition Wealth is seeking a dedicated client service professional to support client relationships and ensure high-quality service delivery in Columbia, MD. You will independently manage complex transactions and maintain data integrity across client records.

Ideal candidates bring 3–6 years in financial services client service, a Bachelor’s in a related field, and Series 65 or equivalent. This role emphasizes cross-functional collaboration and leadership within a dynamic team.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or related field.
3–6 years of client service or administrative experience in financial services.
Series 65 or equivalent certification.
No immigration sponsorship provided for this role.

Responsibilities

Serve as a trusted point of contact for client relationships and service interactions.
Own account maintenance to ensure data accuracy and regulatory compliance.
Independently manage complex transactions and non-standard service requests.
Ensure integrity of client data and resolve discrepancies.
Lead and track team projects to successful completion.
Collaborate with investment, accounting, and operations to meet client needs.
Input key client information into Salesforce CRM.
Generate and substantiate reports for meetings.
Mentor junior associates and model company values.