Financial Client Services Specialist

Located in FREDERICK, MD

Salary: $60,000-$70,000

We’re looking for a detail‑oriented, relationship‑driven Client Services Specialist to join our client's wealth management team. This role is ideal for someone who thrives in a fast‑paced, client‑focused environment and understands the importance of precision, professionalism, and proactive communication in supporting high‑net‑worth clients.
As a key member of the advisory team, you’ll ensure clients receive exceptional service throughout every stage of their financial journey. You’ll collaborate closely with financial advisors, operations, and custodians to deliver a seamless client experience.

Key Responsibilities
•     Serve as a primary point of contact for client inquiries, account updates, and service requests
•     Prepare and process account openings, transfers, money movements, and other custodial paperwork
•     Maintain accurate client records, documentation, and compliance files
•     Support advisors with meeting preparation, including reports, performance summaries, and follow‑up tasks
•     Monitor workflows to ensure timely completion of client requests and operational tasks
•     Coordinate with custodians and internal teams to resolve account issues
•     Assist with onboarding new clients and ensuring a smooth transition into the firm
•     Provide exceptional service that reflects the firm’s values, standards, and commitment to client success

Qualifications
•     3–5 years of experience in wealth management, financial services, or a related client‑facing role
•     Strong understanding of investment accounts, custodial platforms, and industry terminology
•     Excellent communication skills and a client‑first mindset
•     High attention to detail and the ability to manage multiple priorities
•     Proficiency with CRM systems, financial planning tools, and Microsoft Office

What We Offer
•     A collaborative, supportive team environment
•     Opportunities for professional development and industry education
•     Competitive compensation and benefits package
•     The chance to make a meaningful impact on clients’ financial lives

Apply Now