Job Description

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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