Find Your Next Job
Client Service Associate
Posted on April 30, 2026
- Ellicott City, United States of America
- 85000.0 - 120000.0 USD (yearly)
- Full Time
Tailor Your Resume for this Job
Client Service Associate
Multi-Billion Independent Wealth Management Firm
Ellicott City, MD (In-office)
Overview
Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
- Serve as a primary lead for client onboarding and private wealth client services
- Provide an excellent client experience for high net worth clients, building and maintaining client relationships
- Participate in the growth of a dynamic, independent RIA by servicing client needs
- Strong culture of teamwork, integrity, work life balance and personal and professional development
- Career track within the firm
- Competitive compensation package ($80,000 – $120,000 base plus bonus ranging from $5,000 – $15,000, and excellent benefits)
Requirements
- Bachelor's Degree
- 2-10+ years experience in Client Services within Financial Services
- Experience with Schwab custodian and Salesforce is a plus
- Track record of professionalism, adaptability, attention to detail, and time management
- 45-minute commute to the Ellicott City/Columbia area
Job Type: Full-time
Pay: $85,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
Education:
- Bachelor's (Required)
Experience:
- Financial services: 2 years (Required)
Work Location: In person
Tailor Your Resume for this Job
Share with Friends!
Similar Jobs
Lcd Operations, Associate, Lcd Business Management
We're seeking someone to join our team as an Associate in the Legal and Compliance division. In t…
Full Time | Mh, India
Apply 3 hours, 20 minutes ago
Exotics Trading Assistant, Associate, Institutional Equity Division
Exotics Trading Assistant, Associate, Institutional Equity Division The role involves close interac…
Full Time | Mh, India
Apply 3 hours, 20 minutes ago
Spiire
Survey Assistant
Introduction: About Spiire At Spiire, our purpose is simple: to better the communities we live and…
Full Time | Melbourne, Australia
Apply 3 hours, 21 minutes ago
Occupational Therapy Assistant - Ft
Must be a Certified Occupational Therapy Assistant (COTA) to apply Employment Type: Full-Time Setti…
Full Time | Suffield, United States of America
Apply 5 hours, 30 minutes ago
Medicaid Pricer Regulatory Analyst
Description About Us Zelis is modernizing the healthcare financial experience in the United States …
Full Time | Ts, India
Apply 1 day, 3 hours ago
Mitchell & Nemitz, PA
Client Services Associate
Wake Forest, NC | Full-TimeCompensation: $35,000 – $45,000 based on experienceAbout Our FirmW…
Full Time | Wake forest, United States of America
Apply 2 days, 5 hours ago
Staff Veterinarian
Scope of Responsibility: The person will be responsible for animal health and welfare. Ensure anima…
Full Time | Ottsville, United States of America
Apply 2 days, 5 hours ago
Lms Operations Specialist
QedON is recruiting an LMS Operations Specialist to support the administration, coordination, and c…
Full Time | Gorey, Ireland
Apply 4 days, 3 hours ago