Senior Wealth Client Services Associate - Hybrid

Phyton Talent Advisors; Washington (District of Columbia); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid role

Performance-based bonus

Comprehensive benefits

Career growth opportunities

Job summary

Phyton Talent Advisors presents a Senior Registered Client Service Associate opportunity in Washington, DC for a prestigious private wealth management client. The role focuses on high-net-worth client service, account management, and operational support.

The candidate must hold active Series 7 and 66 licenses with strong attention to detail and client-centric service. Hybrid work arrangement offered with in-office and remote days.

Qualifications

• Active FINRA Series 7 and 66 licenses.
• 5+ years in a client service or operational role within wealth management.
• Strong knowledge of investment products, markets, and regulations.

Responsibilities

• Serve as primary client contact for inquiries and account requests.
• Support onboarding, maintenance, and portfolio administration for advisors.
• Process fund transfers, disbursements, trades, and account updates.
• Prepare reports, presentations, and client review materials.
• Ensure compliance and accurate documentation.
• Coordinate with custodians and vendors to enhance service.
• Identify opportunities to deepen client relationships and efficiencies.
• Assist with special projects for growth of the advisory team.

Skills

Client service experience

Wealth management knowledge

Communication skills

Attention to detail

Problem-solving

Team collaboration

Education

FINRA Series 7 & 66 licenses

Tools

CRM systems

Portfolio management software

Microsoft Office Suite

Job description

Phyton Talent Advisors presents a Senior Registered Client Service Associate opportunity in Washington, DC for a prestigious private wealth management client. The role focuses on high-net-worth client service, account management, and operational support.

The candidate must hold active Series 7 and 66 licenses with strong attention to detail and client-centric service. Hybrid work arrangement offered with in-office and remote days.