Wealth Management Client Services Associate

JCW Group; Laurel (MD); On-site; USD 55,000 - 85,000; Full time

Job summary

JCW Group, a well-established advisory firm, seeks a Client Service Associate to support its advisory team and provide exceptional client service. This role handles account service requests, onboarding, KYC/AML, and coordination with custodians to ensure smooth day-to-day operations.

You will maintain client records in CRM, prepare performance reports and account summaries, assist with billing and reporting, and help advisors with meeting preparation.

Qualifications

• 3+ years of client service or operations experience in an RIA, broker-dealer, or wealth management firm.
• Working knowledge of custodial platforms (Schwab Advisor Services, Fidelity Institutional, or similar).
• Familiarity with CRM and portfolio management systems.
• Series 7/66 or 65 a plus, not required.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication; ability to manage multiple priorities under deadline pressure.

Responsibilities

• Serve as primary contact for client account service requests (transfers, deposits, withdrawals, distributions).
• Prepare and process account opening, maintenance, and transfer documentation.
• Coordinate with custodians to resolve account issues.
• Maintain accurate client records in CRM (Salesforce, Redtail, Wealthbox).
• Assist advisors with meeting preparation, including performance reports and account summaries.
• Track and follow up on outstanding client requests to ensure timely resolution.
• Support onboarding of new clients, including KYC/AML documentation.
• Respond to client inquiries via phone and email in a timely, professional manner.
• Assist with billing, fee calculations, and reporting as needed.
• Ensure compliance with firm policies and regulatory requirements.

Skills

Client service

Attention to detail

Communication

Multitasking

CRM software

Portfolio management systems

Series 7/66 or 65 (plus)

Tools

Salesforce

Redtail

Wealthbox

Schwab Advisor Services

Fidelity Institutional

Pershing

Job description

JCW Group, a well-established advisory firm, seeks a Client Service Associate to support its advisory team and provide exceptional client service. This role handles account service requests, onboarding, KYC/AML, and coordination with custodians to ensure smooth day-to-day operations.

You will maintain client records in CRM, prepare performance reports and account summaries, assist with billing and reporting, and help advisors with meeting preparation.