Client Services Officer – Wealth Management & Trust
📍 Bethesda, MD | Hybrid (3 days in-office, 2 days remote)
A nationally ranked and privately held investment advisory firm is seeking a Client Services Officer to support high-net-worth clients across trust, IRA, partnership, and investment accounts. This is a high-touch, non-sales role with a focus on client experience, regulatory compliance, and operational excellence.
Why This Role?
✅ No sales goals or quotas
✅ Incentives for cross-selling and client retention
✅ Supportive, collaborative team culture
✅ Strong work/life balance and competitive benefits
✅ Named a Top RIA by Forbes and Barron’s
What You’ll Do:
• Support onboarding and servicing of trust, individual, IRA, UTMA, and corporate accounts
• Authenticate and process cash transactions and client service requests
• Ensure accurate documentation and compliance with fiduciary regulations
• Collaborate closely with portfolio managers, trust officers, and estate planning teams
• Coordinate with attorneys, accountants, and third parties on client needs
• Maintain detailed records in internal systems and resolve account alerts
What You Bring:
• Bachelor’s degree in Business, Finance, or related field (or equivalent experience)
• 4–5+ years of client servicing experience in wealth management, private banking, or trust administration
• Familiarity with various account types and investment instruments (e.g., equities, bonds)
• Excellent communication, attention to detail, and organizational skills
• Proficiency in Microsoft Office; experience with trust systems a plus
Perks & Benefits Include:
• Medical, dental, and vision insurance
• 401(k) with company match
• Annual bonus potential
• Tuition reimbursement
• Onsite fitness center and café
• Employee recognition and referral bonuses
• Commuter benefits and more
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