Client Service Associate, The Wealth Office

Client Service Associate, The Wealth Office

Client Service Associate, The Wealth Office

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

This range is provided by Fiducient Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00 / yr - $90,000.00 / yr

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

The Client Service Associate is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service Associate acts as a dedicated liaison between custodians and clients, building trusted relationships and delivering exceptional service. This role assumes responsibility for supporting the firm's Investment Consultants in account administration, operational tasks, client servicing, internal projects, and client-related projects. The Client Service Associate works on the clients' behalf towards achieving their investment goals, supporting our mission of helping clients prosper.

Responsibilities :

• Direct responsibility to fully onboard new clients accurately and in a timely manner
• Open new brokerage accounts for various client types including, but not limited to, individual, joint, retirement, trust, incorporated and non-incorporated accounts
• Process and facilitate various types of money movements including wires, ACHs, journals, DTC, ACAT and non-ACAT transfers
• Maintain organization of client records and documents in the firm’s CRM and document management system
• Follow internal policies and procedures accurately as it relates to money movement verification, CRM documentation, client tasks, and compliance requests
• Demonstrate ability to problem solve and critically think through the handling of operational tasks and client service-based projects
• Consistent and proactive communication to clients and colleagues in a timely manner for status updates
• Completion of subscription documents for Private Equity and Hedge Fund investments, with ongoing maintenance for capital call processing and additional requests
• Work with outside asset managers for initial account set up and ongoing account maintenance
• Collaborate with different internal departments on firm or client related projects
• Support the Director of Client Services, Investment Consultants, and Private Clients with ad-hoc projects

Education, Professional & Technical Experience

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job :

Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $65,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

Work Life Convenience Benefits

Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.

Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.

We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Finance and Customer Service

Referrals increase your chances of interviewing at Fiducient Advisors by 2x

Sign in to set job alerts for “Client Services Associate” roles.

Washington, DC $68,000.00-$75,000.00 2 weeks ago

Washington DC-Baltimore Area $60,000.00-$80,000.00 2 days ago

Washington, DC $68,000.00-$75,000.00 2 weeks ago

Washington, DC $70,000.00-$80,000.00 2 days ago

Washington, DC $80,000.00-$100,000.00 2 days ago

Washington, DC $47,000.00-$67,000.00 2 weeks ago

Tenant Services Coordinator (Commercial Office)

Columbia, MD $56,000.00-$69,000.00 1 month ago

Bethesda, MD $55,000.00-$70,000.00 2 months ago

Arlington, VA $60,000.00-$65,000.00 1 month ago

Columbia, MD $50,000.00-$55,000.00 3 weeks ago

Washington, DC $46,437.00-$67,548.00 1 week ago

Washington, DC $50,000.00-$60,000.00 6 days ago

Washington DC-Baltimore Area $95,000.00-$105,000.00 2 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr