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 Barron’s

• 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:

• Bachelor’s degree in business, finance, or related field (or equivalent experience)

• Minimum 4–5 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