Senior Client Services Pro — Elevate Client Experience

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

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.