Bogart Wealth · 19 hours ago
Client Services Associate
McLean, VA
Full-time
Onsite
Entry Level
1+ years expBogart Wealth specializes in providing exceptional wealth management services and solutions. The Client Service Associate plays a critical role in delivering a first-class experience to clients by serving as a key point of contact and ensuring smooth operational excellence.
AdviceFinancial ServicesRetirementTax Preparation
Responsibilities
Serve as a primary point of contact for client service requests and inquiries
Support clients with account administration and ongoing service needs
Prepare, process, and track new account paperwork and maintenance requests
Maintain prospect and up-to-date client information and documentation in all existing databases (CRM & Custodial platforms)
Coordinate money movements, account updates, and client documentation
Partner closely with advisors and other team members to ensure timely follow-through on client needs
Identify opportunities to improve workflows and enhance the client experience
Lead and support special projects and firm initiatives as needed
Qualification
Required
Bachelor's degree
Self-motivated and eager to learn, grow, and share knowledge
Client-focused with a genuine desire to help people
Highly organized and detail oriented
Comfortable working both independently and as part of a team
Discreet and professional when handling confidential information
Proactive, dependable, and solution oriented
A positive, service-first mindset
Strong communication and organizational skills
Proficiency with the Microsoft Office Suite
Preferred
1-2 years of experience in financial services
Experience working with investment management and custodial platforms (Charles Schwab, Fidelity, Pershing)
Experience with Salesforce as a CRM
Familiarity with fintech platforms like Black Diamond and Orion
Experience in RIA / Advisory fee billing
Benefits
Competitive compensation
Paid health benefits (medical, dental, vision, etc.) for employees
A bonus program based on individual performance and company success
Paid Time Off based on years of experience
A 401(k) retirement plan with company match
A fun and friendly team of colleagues
Company
Bogart Wealth
Bogart Wealth offers financial, retirement and real estate planning, cash flow, investment advice and tax preparation services.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
Constellation Wealth Capital
2025-01-22Private Equity
Leadership Team
James Bogart
CEO & Founder
Allen Eickelberg
Chief Operating Officer
Recent News
2025-10-29
Company data provided by crunchbase