Wealth Management Client Experience Specialist

Right Executive Search, LLC; Towson (MD); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

401(k) with employer match

Paid holidays

Medical benefits

Vacation

Profit sharing

Job summary

A boutique financial advisory firm is seeking a Wealth Management Client Service Associate to manage client onboarding, service requests, and account maintenance. The role offers a supportive environment for professional growth and emphasizes teamwork and ethics. With responsibilities including coordination with clients and advisors, this position requires financial operations experience and proficiency in relevant technologies. Competitive salary and benefits are provided.

Qualifications

• 3 to 5 years of client service experience in a financial advisory practice.
• Ability to work independently and collaboratively in a small office environment.
• Demonstrated judgment, accuracy, and ethical standards.

Responsibilities

• Manage the full client onboarding process.
• Open new accounts for clients and maintain accurate records.
• Coordinate ongoing service requests and ensure timely follow-ups.

Skills

RIA or broker-dealer operations experience

Financial technology platforms (e.g., Wealthscape)

Microsoft Office proficiency

Problem-solving

Confidentiality commitment

Education

Bachelor’s degree in finance or related field

Tools

Wealthscape

Redtail

eMoney

Adobe or PDF editing tools

Job description

A boutique financial advisory firm is seeking a Wealth Management Client Service Associate to manage client onboarding, service requests, and account maintenance. The role offers a supportive environment for professional growth and emphasizes teamwork and ethics. With responsibilities including coordination with clients and advisors, this position requires financial operations experience and proficiency in relevant technologies. Competitive salary and benefits are provided.