Wealth Management Client Service Associate | Hybrid Growth

Creative Financial Staffing, LLC; Bethesda (MD); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k)

PTO and company holidays

Job summary

Creative Financial Staffing, LLC is seeking a Client Service Associate to join its Bethesda wealth management team. You’ll gain hands-on exposure to client service, investment account operations, custodial processes and money movement while learning the business from experienced professionals.

The role offers hybrid work (4 days onsite, 1 remote day) with mentorship, training, and clear paths toward Client Service, Operations, and potentially Financial Advisory as you grow your career.

Qualifications

• Must have strong client-service skills and professional demeanor.
• Basic knowledge of financial services and investments.
• Understanding of IRAs, Roth IRAs, 401(k)s and trusts.
• Able to work independently with strong organizational skills.
• Willingness to learn new technology and financial systems.
• Onsite Bethesda daily with hybrid flexibility.

Responsibilities

• Prepare and process new investment account applications.
• Support cashiering and client money movement.
• Maintain ongoing investment account maintenance.
• Assist with bank links, beneficiary changes and POA updates.
• Support retirement account activity, including RMDs.
• Respond to client requests by phone and email.
• Follow up on outstanding documentation and account needs.
• Work with custodians and internal Client Service team members.
• Maintain accurate client and account records.
• Assist with reports and other client meeting materials.
• Provide light office support, including mail, printing and occasional visitors.
• Build toward increased client interaction as you learn the firm’s systems, processes and client base.

Skills

Client service

Attention to detail

Financial services knowledge

Organization

Independent work

Problem solving

Communication

Education

Bachelor's degree

Job description

Creative Financial Staffing, LLC is seeking a Client Service Associate to join its Bethesda wealth management team. You’ll gain hands-on exposure to client service, investment account operations, custodial processes and money movement while learning the business from experienced professionals.

The role offers hybrid work (4 days onsite, 1 remote day) with mentorship, training, and clear paths toward Client Service, Operations, and potentially Financial Advisory as you grow your career.