Turn2Partners
Client Services Officer- Wealth Management
Client Services Officer- Wealth Management
3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Turn2Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$85,000.00/yr - $125,000.00/yr Additional compensation types
Annual Bonus Title:
Client Services Officer Location:
Bethesda, MD (hybrid- onsite 4 days per week) Our client, a registered investment advisor, is looking to add a Client Services Officer to their growing team. This position goes into the client's Bethesda, MD office four days per week with one work-from-home days. Successful incumbent will have a bachelors degree from an accredited four-year university and 3+ years of wealth management or trust services experience. Duties and Responsibilities: Serve as the primary point of contact for high-net-worth clients, handling onboarding, transactions, and ongoing account maintenance across investment management and personal trust accounts. Collaborate closely with internal teams and external professionals (attorneys, accountants) to deliver seamless, white-glove client service. Ensure compliance with legal/regulatory requirements and maintain accurate client records using internal trust systems. Respond promptly to client inquiries and proactively communicate updates to ensure a high-touch client experience. Education/Experience: Bachelor’s degree from an accredited university 3+ years of wealth management or trust services experience Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services, Banking, and Investment Banking Referrals increase your chances of interviewing at Turn2Partners by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified when a new job is posted. Sign in to set job alerts for “Client Services Officer” roles.
Bethesda, MD $85,000.00-$150,000.00 2 weeks ago Bethesda, MD $100,000.00-$115,000.00 3 days ago Bethesda, MD $85,000.00-$150,000.00 1 month 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 Resident Support Specialist at 1221 Van - $2500 Retention Bonus!
District of Columbia, United States $19.50-$24.00 1 month ago Bethesda, MD $58,400.00-$80,300.00 5 days ago Hospitality Customer Service – Hotel Reservations (Remote)
Maryland, United States $35,000.00-$65,000.00 10 hours ago Customer Onboarding Specialist (DC/Northern Virginia)
Arlington, VA $90,000.00-$115,000.00 3 days ago Arlington, VA $50,000.00-$80,000.00 5 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
Client Services Officer- Wealth Management
3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Turn2Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$85,000.00/yr - $125,000.00/yr Additional compensation types
Annual Bonus Title:
Client Services Officer Location:
Bethesda, MD (hybrid- onsite 4 days per week) Our client, a registered investment advisor, is looking to add a Client Services Officer to their growing team. This position goes into the client's Bethesda, MD office four days per week with one work-from-home days. Successful incumbent will have a bachelors degree from an accredited four-year university and 3+ years of wealth management or trust services experience. Duties and Responsibilities: Serve as the primary point of contact for high-net-worth clients, handling onboarding, transactions, and ongoing account maintenance across investment management and personal trust accounts. Collaborate closely with internal teams and external professionals (attorneys, accountants) to deliver seamless, white-glove client service. Ensure compliance with legal/regulatory requirements and maintain accurate client records using internal trust systems. Respond promptly to client inquiries and proactively communicate updates to ensure a high-touch client experience. Education/Experience: Bachelor’s degree from an accredited university 3+ years of wealth management or trust services experience Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services, Banking, and Investment Banking Referrals increase your chances of interviewing at Turn2Partners by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified when a new job is posted. Sign in to set job alerts for “Client Services Officer” roles.
Bethesda, MD $85,000.00-$150,000.00 2 weeks ago Bethesda, MD $100,000.00-$115,000.00 3 days ago Bethesda, MD $85,000.00-$150,000.00 1 month 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 Resident Support Specialist at 1221 Van - $2500 Retention Bonus!
District of Columbia, United States $19.50-$24.00 1 month ago Bethesda, MD $58,400.00-$80,300.00 5 days ago Hospitality Customer Service – Hotel Reservations (Remote)
Maryland, United States $35,000.00-$65,000.00 10 hours ago Customer Onboarding Specialist (DC/Northern Virginia)
Arlington, VA $90,000.00-$115,000.00 3 days ago Arlington, VA $50,000.00-$80,000.00 5 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