Wealth Management: Client Service Associate
CFS
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Job summary
CFS is seeking a Client Service Associate to join its Bethesda wealth management team. You will work directly with clients and support investment account operations, including onboarding and money movement.
The role offers hybrid work (4 days onsite, 1 remote) with strong bonus potential and opportunities to advance into client service and advisor support. Candidates should have 1-3+ years in RIA/wealth management, experience with Fidelity/Schwab custodial systems and Orion, and a bachelor’s
Qualifications
- 1-3+ years in an RIA or wealth management environment
- Hands-on experience with Fidelity and/or Schwab custodial systems
- Hands-on experience with Orion or similar wealth management fintech/ops platform
- Direct client-facing experience
- Knowledge of investment/retirement accounts (IRAs, 401(k), trusts)
- Bachelor's degree required
Responsibilities
- Process new investment account applications
- Support cashiering and client money movement (wires, transfers)
- Maintain investment accounts and perform updates
- Assist with bank links, beneficiary changes, and POA updates
- Coordinate with Wealth Advisors and custodians
- Provide light Bethesda office support
Skills
Education
Tools
Job description
CFS is seeking a Client Service Associate to join its Bethesda wealth management team. You will work directly with clients and support investment account operations, including onboarding and money movement.
The role offers hybrid work (4 days onsite, 1 remote) with strong bonus potential and opportunities to advance into client service and advisor support. Candidates should have 1-3+ years in RIA/wealth management, experience with Fidelity/Schwab custodial systems and Orion, and a bachelor’s
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