Wealth Management Client Services Associate (Hybrid)

CFS; Bethesda (MD); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

PTO & company holidays

Job summary

CFS is seeking a Client Service Associate to join its Bethesda, MD wealth management team. You will gain hands-on exposure to client service, investment account operations, custodial processes, and money movement.

This role offers hybrid work (4 days onsite, 1 remote) with strong growth potential and a generous 15-20% bonus; candidates open to 5 days onsite are welcome. This is a dynamic opportunity to learn the wealth-management business from the ground up.

Qualifications

• Bachelor's degree required.
• Strong client-service and communication skills.
• Basic knowledge of financial services and retirement accounts.
• Ability to learn new technology and systems.
• Willingness to work onsite in Bethesda, MD.

Responsibilities

• Prepare and process new investment account applications.
• Support cashiering and client money movement (wires, journals, distributions).
• Handle 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 client meeting materials.
• Provide light office support (mail, printing, visitors).
• Build toward increased client interaction as you learn the firm's systems.

Skills

Client service

Attention to detail

Organization

Independent work

Communication

Problem solving

Technology literacy

Education

Bachelor's degree

Tools

Banking software

Custodian portals

Job description

CFS is seeking a Client Service Associate to join its Bethesda, MD wealth management team. You will gain hands-on exposure to client service, investment account operations, custodial processes, and money movement.

This role offers hybrid work (4 days onsite, 1 remote) with strong growth potential and a generous 15-20% bonus; candidates open to 5 days onsite are welcome. This is a dynamic opportunity to learn the wealth-management business from the ground up.