Senior Client Services Associate

Bogart Wealth, LLC; McLean (VA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Paid health benefits

Bonus program

Paid Time Off

401(k) retirement plan with company—em

Job summary

Bogart Wealth, LLC is seeking a Senior Client Service Associate to deliver first-class client service, manage account administration, and maintain accurate client records while guiding junior teammates.

This role handles complex requests, drives key workflows, and onboards new team members. Proficiency with Salesforce and MS Office, and experience in an RIA are required to excel in a collaborative, high-performing environment.

Qualifications

• Client-focused with a genuine desire to help clients.
• Strong communication, training and mentoring skills.
• Highly organized, detail-oriented, proactive in service delivery.
• Experience with client service processes in an RIA.
• Proficiency with MS Office and CRM systems (Salesforce).

Responsibilities

• Serve as first contact for complex client issues with SME knowledge.
• Own and drive client services processes with accuracy and timeliness.
• Mentor junior team members and provide ongoing guidance.
• Support clients with account administration and documentation.
• Maintain client information in CRM and custodial databases.
• Coordinate money movements, account updates, and documentation.
• Collaborate with advisors and departments to resolve complex requests.
• Identify workflow improvements to boost efficiency and client experience.
• Lead and support firm initiatives and special projects.

Skills

Communication

Coaching & mentoring

Highly organized

Problem solving

Team player

Discretion

Tools

Salesforce

Microsoft Office

CRM platforms (Schwab, Fidelity, Pershing)

Fintech platforms (Black Diamond, Orion)

Job description

At Bogart Wealth, we specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice.

Job Description

Position Summary:

The Senior Client Service Associate plays a critical role in delivering a first-class experience to our clients. This is client-focused professional who manages account administration, processes paperwork and maintains accurate client records while serving as a resource for junior team members.

This role handles complex requests and escalations, owns key workflows, contributes to operational improvements and helps to onboard and guide new client services team members. This role is ideal for someone who enjoys helping people, solving problems, and being part of a collaborative, high-performing team.

Education:

Years of Experience:

Required: 3-5 years of Client Services Associate experience in an RIA

Key Responsibilities

• Serve as the first point of contact for complex or sensitive client issues, acting as a subject matter expert for client service processes and procedures
• Own and drive assigned client services processes and procedures, ensuring accuracy, timeliness, proper documentation, and quality across assigned areas
• Serve as a resource and mentor to junior team members, providing training, ongoing guidance, and constructive feedback to support their development and success
• Support clients with account administration and ongoing service needs
• Maintain prospect and up-to-date client information and documentation in all existing databases (CRM and Custodial platforms)
• Coordinate money movements, account updates, and client documentation
• Partner with advisors, team members, and other departments to resolve complex, multi-step requests
• Identify, develop, and implement workflow improvements that drive greater efficiency and elevate the client experience
• Lead and support special projects and firm initiatives as needed

Requirements and Skills

• Model best practices in communication, professionalism, and problem resolution
• Strong coaching and mentoring skills, with the ability to provide guidance, feedback, and informal training
• Client-focused and service-oriented, with a genuine desire to help people and to create positive client experiences
• Highly organized, detail-oriented, and proactive, consistently ensuring a high-quality client experience
• Self-motivated and eager to learn, grow, and share knowledge
• Comfortable working both independently and as part of a team
• Discreet and professional when handling confidential information
• Proficiency with the Microsoft Office Suite
• Experience working with investment management and custodial platforms (Charles Schwab, Fidelity, Pershing) required
• Experience with Salesforce as a CRM required
• Experience in RIA required
• Familiarity with fintech platforms like Black Diamond and Orion preferred
• Competitive compensation
• Paid health benefits (medical, dental, vision, etc.) for employees
• A bonus program based on individual performance and company success
• Paid Time Off based on years of experience
• A 401(k) retirement plan with company match