Senior Client Services Associate

Composition Wealth, LLC; Columbia (MD); On-site; USD 75,000 - 105,000; Full time

Job summary

Composition Wealth, LLC is seeking a client service professional to support client relationships and service interactions, providing operational leadership and high-quality service delivery in a financial services setting.

You will independently manage complex transactions, ensure data integrity, and oversee end-to-end execution while mentoring junior team members and upholding regulatory standards.

Qualifications

• Client service experience in financial services environments.
• Strong understanding of regulatory requirements and data integrity.
• Ability to manage multiple priorities with independence.

Responsibilities

• Serve as a trusted point of contact to support client relationships and service interactions.
• Own account maintenance ensuring client data is complete, accurate, and compliant with regulatory requirements.
• Independently manage complex transactions and non-standard service requests.
• Ensure the integrity of client data and proactively resolve discrepancies.
• Lead and track team projects to successful completion.
• Collaborate with investment, accounting, and operations to meet client needs.
• Input and maintain key client information in the CRM (Salesforce).
• Generate and substantiate reports for meetings.
• Mentor junior associates and model firm values and quality.

Skills

Client service experience

Regulatory compliance

Education

Bachelor's degree in Finance/Accounting/Economics

Series 65

Job description

Job Description:

You will serve as a key point of contact supporting client relationships and service interactions, providing operational leadership and high-quality service delivery. In this role you will independently manage complex transactions, oversee end-to-end execution quality, and ensure the integrity of client data and processes. Successful candidates will have a strong track record in financial services client service, exceptional interpersonal skills, the ability to exercise sound judgement and manage competing priorities with increasing independence.

Key Responsibilities:

• Serve as a trusted point of contact to support client relationships and service interactions
• Own account maintenance ensuring client data and information is complete, accurate, and complies with regulatory requirements
• Independently manage complex transactions and non-standard service requests
• Ensure the integrity of client data and proactively resolve discrepancies
• Lead and track team projects, seeing them through to successful completion
• Work cross-functionally with investment, accounting, and operational departments to ensure clients' needs are being met
• Gather, input, and maintain key client information in the CRM (Salesforce)
• Generate and substantiate reports for meetings
• Mentor junior associates and be a model of values and quality of work
• Drives forward with confidence - researches and identifies what needs to happen next and proactively moves requests forwards without needing to be asked
• Go-to resource- trusted point of contact for advisors, colleagues, and clients for increasingly complex matters
• Leads others-actively invests in the growth of junior team members; reviews others' work and provides meaningful guidance
• Raises the bar- consistently models firm values and sets the standard others follow; a positive and stabilizing presence on the team
• Masters the work-executes independently across all workflows and processes with minimal oversight

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 3 - 6 years of experience in client service or administrative work in the financial services industry
• Series 65 or equivalent experience