Senior Client Service Lead — Onboarding & Operations

TalentWealth; Rockville (MD); On-site; USD 60,000 - 80,000; Full time

Job summary

A premier recruiting firm is seeking a Senior Client Service Associate to lead a dedicated team within a financial services environment. This role involves overseeing client onboarding, account maintenance, and operational excellence while fostering a collaborative work culture. The ideal candidate has experience in managing client services, training staff, and ensuring compliance with industry standards. Strong interpersonal and problem-solving skills are essential. Join a respected firm offering career growth opportunities in Rockville, Maryland.

Qualifications

• Strong leadership and team management skills.
• Experience with financial services and RIAs.
• Excellent customer service and problem-solving abilities.

Responsibilities

• Lead and mentor a team of Client Service Associates.
• Oversee client onboarding and account servicing.
• Ensure compliance with firm policies and regulations.
• Collaborate with cross-functional teams for efficient operations.

Skills

Leadership

Client Service

Operational Oversight

Organizational skills

Problem-solving

Interpersonal skills

Project Management

Education

3+ years in financial services

2+ years at a Registered Investment Advisor (RIA)

Tools

Black Diamond

Salesforce

Microsoft Excel

Microsoft Office products

Job description

A premier recruiting firm is seeking a Senior Client Service Associate to lead a dedicated team within a financial services environment. This role involves overseeing client onboarding, account maintenance, and operational excellence while fostering a collaborative work culture. The ideal candidate has experience in managing client services, training staff, and ensuring compliance with industry standards. Strong interpersonal and problem-solving skills are essential. Join a respected firm offering career growth opportunities in Rockville, Maryland.