Job Description

Senior Client Services Officer

Location : Bethesda, MD (Hybrid: 4 days in-office)

Salary Range : $100K-115k+ (Bonus & Benefits)

About the Role:

We are seeking a dedicated Senior Client Services Officer to join a premier wealth management firm. This role focuses on delivering high-touch, personalized services to high-net-worth individuals and families. As a Senior Client Services Officer, you will be responsible for providing exceptional client care, resolving complex inquiries, and managing trust and investment services.

Key Responsibilities:

• Provide white-glove service to investment management and trust clients, ensuring the highest level of satisfaction and attention to detail.
• Manage complex client inquiries, resolve issues, and provide timely solutions while maintaining positive relationships.
• Coordinate with fiduciary officers, investment officers, attorneys, and other professionals to meet client needs.
• Handle account onboarding, money movement, and compliance procedures.
• Support clients with trust account administration, including monitoring balances, transactions, and compliance with trust agreements.
• Act as a primary point of contact for clients, providing updates and addressing concerns with professionalism and empathy.
• Collaborate with internal teams to ensure seamless client service and operations.

Qualifications:

• 5+ years of client service experience in wealth management or trust services, with a focus on high-net-worth clients.
• Strong understanding of fiduciary responsibilities and trust administration.
• Excellent communication, interpersonal, and organizational skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency in Salesforce and trust management software (Fidelity, Schwab, etc.) is preferred.
• Bachelor's degree or equivalent experience.

Why Join Us?

• Competitive salary with a performance-based bonus.
• Comprehensive benefits package including medical, dental, vision, and retirement plans.
• A dynamic and collaborative work environment that encourages professional growth and development.
• The opportunity to work with an elite client base and contribute to a highly respected wealth management firm.

If you're passionate about delivering exceptional client service and want to be part of a leading wealth management firm, apply today!

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