Client Service Officer

B.F. Saul Company•Bethesda, MD

2d•$80,000 - $95,000•Onsite

About The Position

The Client Service Officer is responsible for delivering high quality administrative and operational support for custody relationships with Outside Investment Advisors and their high-net-worth clients. This role serves as the primary service contact and ensures the accurate execution of account administration, asset custody, and transaction processing.

Requirements

Excellent verbal and written communication abilities
High level of professionalism, discretion and integrity with meticulous attention to detail and accuracy
Strong organizational, time management and analytical skills
Client-centric mindset with a proactive, problem-solving approach
Knowledge of investment account types, products and services
Demonstrated ability to work independently and collaboratively within a team environment
Minimum of five (5) years of experience in a client services role within a wealth management, private banking, or personal trust firm.
Bachelorâs Degree or equivalent work experience
Proficiency in Microsoft Office applications

Nice To Haves

Prior experience in wealth management, financial services or client service roles strongly preferred

Responsibilities

Serves as the primary administrative contact for outside investment advisors and their clients, providing responsive, professional and proactive services.
Develop strong working relationships with advisors and anticipate service needs to support long-term client satisfaction and retention.
Handle service requests in a timely manner with professionalism, discretion, and accuracy.
Authenticate, review, and approve transaction requests including cash movements, securities transfers, and other account activity in accordance with firm policies and procedures.
Provide an exceptional onboarding experience for new custody relationships by guiding advisors and clients through account opening requirements.
Utilize internal systems to monitor, review, and address account alerts in a timely manner as well as electronically maintain all client documentation.
Ensure all activities are conducted in full compliance with regulatory, legal, and fiduciary requirements.
Partner closely with the internal custody team members to ensure seamless, consistent, and coordinated client service delivery.
Lead or contribute to projects focused on enhancing client service quality, operational efficiency, and overall process improvement.
Collaborate with attorneys, accountants and other professional advisors when necessary to support clientâs needs.