Wealth Management Client Service Associate – Hybrid

CFS; Bethesda (MD); Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

PTO

Company holidays

Job summary

CFS in Bethesda, MD seeks a Client Service Associate with 1–3+ years in an RIA/wealth management setting. You will support investment account openings, maintenance, and transfers while working closely with Wealth Advisors and custodians.

This role offers hands-on client interaction, exposure to Fidelity/Schwab systems, and a growth path into advisory support. Hybrid work arrangement (4 days onsite, 1 remote) with strong bonus potential and comprehensive benefits.

Qualifications

• 1–3+ years of experience in an RIA or independent wealth management environment
• Hands-on experience with Fidelity and/or Schwab custodial systems
• Hands-on experience with Orion or similar wealth management fintech/operations platform
• Experience working directly with clients one-on-one
• Experience with wealth management client/account operations such as new account opening, account maintenance, transfers or money movement
• Knowledge of Traditional and Roth IRAs, 401(k)s and trusts

Responsibilities

• Prepare and process new investment account applications
• Support cashiering and client money movement, including wires and transfers
• Handle ongoing investment account maintenance
• Assist with bank links, beneficiary changes and POA updates
• Support retirement account activity including RMDs
• Work within Fidelity and/or Schwab custodial systems
• Utilize Orion or similar wealth management platforms
• Interact with clients by phone and email to handle service requests
• Follow up on outstanding documentation and time-sensitive requests
• Coordinate with Wealth Advisors and custodians
• Maintain accurate client and account records
• Assist with reports and client meeting materials
• Provide light Bethesda office support (mail, printing)

Skills

Client service

Independent work

Strong communication

Client relationships

Education

Bachelor's degree

Tools

Fidelity

Schwab

Orion

Job description

CFS in Bethesda, MD seeks a Client Service Associate with 1–3+ years in an RIA/wealth management setting. You will support investment account openings, maintenance, and transfers while working closely with Wealth Advisors and custodians.

This role offers hands-on client interaction, exposure to Fidelity/Schwab systems, and a growth path into advisory support. Hybrid work arrangement (4 days onsite, 1 remote) with strong bonus potential and comprehensive benefits.