Senior Client Services Associate, Family Office

ADP, Inc.; Marriottsville (MD); On-site; USD 50,000 - 60,000; Full time

Job summary

ADP, Inc. in Marriottsville, MD, is seeking a Client Service Specialist to support advisors and high net worth client relationships. The role involves concierge and lifestyle services for Family Office clients on both accounting and personal levels.

Responsibilities include onboarding new clients, coordinating real estate and auto transactions, processing wires, and maintaining client accounts with confidentiality and strong communication. Bachelor’s degree or equivalent experience required.

Qualifications

• Bachelor’s degree and/or equivalent experience.
• Ability to work in an entrepreneurial, fast paced environment and provide leadership.
• Excellent problem solving and communication skills.

Responsibilities

• Support clients and prospects alongside Wealth Manager, Client Services and Client Accounting teams.
• Serve as liaison to other areas supporting client needs and solutions.
• Facilitate real estate and auto transactions, insurance claims, and coordinate moves and utilities; assist with travel arrangements.
• Assist with and manage new client onboarding within the Family Office.
• Maintain client accounts, open/close accounts, process transfers, update master list.
• Assist with preparing and processing client wire transfers.
• Meet with clients to fulfill requests and gather documents; follow up on items.

Skills

Communication

Problem solving

Teamwork

Confidentiality

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office Suite

CRM

QuickBooks

Job description

ADP, Inc. in Marriottsville, MD, is seeking a Client Service Specialist to support advisors and high net worth client relationships. The role involves concierge and lifestyle services for Family Office clients on both accounting and personal levels.

Responsibilities include onboarding new clients, coordinating real estate and auto transactions, processing wires, and maintaining client accounts with confidentiality and strong communication. Bachelor’s degree or equivalent experience required.