UHNW Client Service Associate | Wealth & Legacy Concierge

The Quest Organization; Baltimore (MD); On-site; USD 65,000 - 90,000; Full time

Job summary

The Quest Organization is seeking a Client Service Associate for its multi-family office team, serving UHNW families with personalized wealth management support. You will coordinate onboarding, documentation, account maintenance, and concierge-style services while partnering with senior advisors and external professionals.

Ideal candidates have 4+ years in family office or private wealth, a Bachelor's degree, and experience with Fidelity, Schwab, and MS Office, with excellent communication and

Qualifications

• 4+ years of experience in family office, private wealth management, private trust company, or related financial services.
• Bachelor's degree required.
• Experience working directly with UHNW clients and their professional advisors.
• Strong understanding of wealth management, estate planning, trusts, philanthropy, and family governance.

Responsibilities

• Serve as a trusted day-to-day contact for UHNW clients and proactively manage requests and follow-up
• Coordinate client onboarding, documentation, account maintenance, custodial relationships, and e-files
• Support concierge-level services including travel, vendor coordination, bill pay, and other personal financial matters
• Track deliverables, action items, and client commitments through completion
• Coordinate with accountants on tax documents, payments, and deadlines
• Collaborate with attorneys, advisors, and other professional partners
• Identify opportunities to improve internal processes and client service
• Support evolving client needs and special projects as the firm grows

Skills

Communication

Organization

Attention to detail

Follow-through

Education

Bachelor's degree

Tools

Fidelity

Schwab

Microsoft Office

Job description

The Quest Organization is seeking a Client Service Associate for its multi-family office team, serving UHNW families with personalized wealth management support. You will coordinate onboarding, documentation, account maintenance, and concierge-style services while partnering with senior advisors and external professionals.

Ideal candidates have 4+ years in family office or private wealth, a Bachelor's degree, and experience with Fidelity, Schwab, and MS Office, with excellent communication and