Senior Registered Client Service Associate

Phyton Talent Advisors; Washington (District of Columbia); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Compensation package

Overtime eligible

Performance-based bonus

Comprehensive benefits

Job summary

Phyton Talent Advisors represents a prestigious private wealth management client seeking a Senior Registered Client Service Associate (CSA) in Washington, DC. You will support high-net-worth clients and financial advisors with service, account management, and operational tasks.

The ideal candidate holds active Series 7 and 66 licenses, brings 5+ years of wealth management experience, and excels in client service, accuracy, and CRM use.

Qualifications

• Active FINRA Series 7 and 66 licenses (or equivalent).
• 5+ years of experience in a client service or operational role in wealth management.
• Strong knowledge of investments, markets and industry regulations.
• Excellent communication, interpersonal and organizational skills.

Responsibilities

• Serve as primary contact for clients, handling inquiries and account requests.
• Support advisors with onboarding, account maintenance and portfolio administration.
• Process account transactions including transfers, disbursements and trades.
• Prepare reports, presentations and client review materials.
• Ensure compliance and accurate documentation across processes.
• Coordinate with custodians and vendors to ensure seamless service.
• Identify opportunities to enhance client relationships and efficiency.
• Support special projects to help grow the advisory team.

Skills

Client service

CRM systems

Portfolio management software

Microsoft Office

Attention to detail

Job description

Our client a prestigious Private Wealth Management firm is seeking a highly motivated and experienced Senior Registered Client Service Associate (CSA) to join our team in Washington, DC. This role is integral to supporting our high-net-worth clients and financial advisors by providing exceptional service, operational support, and account management. The ideal candidate must hold active Series 7 and 66 licenses and demonstrate strong attention to detail, client service expertise, and financial acumen.

Key Responsibilities:

• Serve as a primary point of contact for clients, responding to inquiries and assisting with account-related requests.
• Support financial advisors with client onboarding, account maintenance, and portfolio administration.
• Process account transactions, including fund transfers, disbursements, trade execution, and account updates.
• Assist in preparing reports, presentations, and client review materials.
• Ensure compliance with industry regulations and firm policies, maintaining accurate documentation and records.
• Coordinate with internal departments, custodians, and third-party vendors to facilitate seamless client service.
• Proactively identify opportunities to enhance client relationships and improve operational efficiencies.
• Assist in special projects and initiatives to support the growth and success of the advisory team.

Qualifications & Requirements:

• Active FINRA Series 7 and 66 licenses (or equivalent).
• 5+ years of experience in a client service or operational role within wealth management, private banking, or financial services.
• Strong knowledge of investment products, financial markets, and industry regulations.
• Excellent communication and interpersonal skills with a client-first mindset.
• Detail-oriented with strong organizational and problem-solving abilities.
• Proficiency in CRM systems, portfolio management software, and Microsoft Office Suite.
• Ability to work independently and collaboratively in a fast-paced, high-touch client environment.

Work Arrangement & Compensation:

• Hybrid role (4 days in office / 1 remote).
• Competitive compensation package, including salary, overtime eligible, performance-based bonus, and comprehensive benefits.
• Opportunities for professional growth and career advancement within a dynamic private wealth management firm.