Client Services Officer
Client Services Officer
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Salary Not Disclosed
1 Vacancy
Job Description
Position Title: Client Services Officer
Location: Bethesda MD (Hybrid 3 days onsite)
Company Overview:
A privately held independent investment and trust firm managing over $13B in assets is seeking a polished and experienced Client Services Officer. This organization is consistently ranked as a top national RIA and offers highly personalized investment and trust solutions. The firm is built on intellectual rigor client dedication and a culture of integrity.
Position Summary:
This role supports high-net-worth individuals families and institutional clients across a wide range of financial services including investment management trust accounts retirement accounts and estate planning needs. The Client Services Officer is responsible for both administrative and relationship-based support ensuring seamless service across multiple account types and client needs.
Why This Role
No sales goals: Focus purely on service quality without pressure to meet quotas
Collaborative culture: Team-oriented environment with access to decision-makers
Reputable platform: Nationally ranked among top RIA firms by Forbes and Barrons
Growth-oriented: Role created due to continued business expansion
Hybrid flexibility: Balanced office/remote schedule with great benefits
Key Responsibilities:
Manage client servicing needs across trust IRA individual corporate partnership and UTMA accounts
Authenticate and process cash and transaction requests
Ensure compliance with fiduciary and regulatory requirements
Onboard new client relationships and maintain account documentation
Partner closely with internal teams to deliver coordinated client service
Monitor alerts and resolve account issues in a timely manner
Collaborate with attorneys accountants and advisors to support client strategies
Qualifications:
Bachelors degree in business finance or related field (or equivalent experience)
Minimum 45 years of experience in client services within wealth management private banking or trust services
Strong understanding of account structures and investment products
Excellent communication and organizational skills
Proficiency with Microsoft Office and trust accounting platforms
High attention to detail sound judgment and client-first mindset
Required Experience:
Unclear Seniority
Employment Type
Full Time
