If you're passionate about delivering exceptional client service and enjoy supporting a team of financial professionals, Riverview Private Wealth has an exciting opportunity for you.
We are seeking a highly organized, client-focused Client Service Specialist to join our growing wealth management practice in Annapolis, Maryland. This key role serves as the administrative and operational backbone of our office, helping create outstanding client experiences while supporting our financial advisors and team members.
The ideal candidate is detail-oriented, proactive, professional, and able to manage multiple priorities in a fast-paced environment. You will play an integral role in strengthening client relationships, maintaining operational excellence, and contributing to the continued growth of the practice.
Key Responsibilities:
Client Experience & Relationship Management
- Welcome clients and guests with warmth, professionalism, and exceptional hospitality.
- Conduct appointment reminder calls and post-meeting follow-up calls.
- Respond to client inquiries promptly and professionally.
- Assist with resolving client service requests and outstanding issues.
Appointment & Meeting Coordination
- Schedule appointments for clients and prospective clients.
- Prepare meeting agendas and ensure all necessary documents and forms are available prior to appointments.
- Coordinate meeting logistics and advisor calendars.
Practice Operations
- Maintain and update client records within the firm's CRM and client management systems.
- Assist advisors with financial planning data gathering, plan maintenance, and client outreach.
- Answer incoming calls and direct inquiries to appropriate team members.
- Support office operations and administrative projects as needed.
Event Coordination
- Help plan, coordinate, and execute client appreciation events and educational workshops.
- Assist with event communications, registrations, and logistics.
Ad Hoc Duties: Perform other duties as assigned, contributing to the overall success of the practice.
What Makes Someone Successful in This Role?
We are looking for a team member who demonstrates:
- Strong Attention to Detail – Accuracy and thoroughness in all aspects of work.
- Excellent Organizational Skills – Ability to manage information, priorities, and deadlines efficiently.
- Professionalism & Integrity – Commitment to ethical conduct and confidentiality.
- Outstanding Communication Skills – Comfortable interacting with clients, advisors, and team members both verbally and in writing.
- Effective Time Management – Ability to prioritize tasks and work independently.
- Exceptional Phone Etiquette – Confident, courteous, and client-focused communication.
- Adaptability & Multitasking – Ability to handle multiple responsibilities in a dynamic environment.
- Positive Attitude & Growth Mindset – Eagerness to learn, contribute, and grow within the organization.
- Compliance Awareness – Ability to follow firm procedures and regulatory requirements.
Qualifications
Preferred
- Previous experience in:
- Financial Services
- Wealth Management
- Banking
- Financial Planning Support
- Client Service or Administrative Support
Education & Experience
- High school diploma required; associate's or bachelor's degree preferred.
- Proficiency with Microsoft Office applications.
- Experience with CRM systems and client databases is a plus.
- Ability to work independently while collaborating effectively with a team.
Why Join Riverview Private Wealth?
- Work in a professional, client-centered environment.
- Become an integral part of a growing wealth management practice.
- Build meaningful relationships with clients and colleagues.
- Opportunities for professional development and career growth.
- Contribute directly to the success of advisors and the overall client experience.
- Financial Services
- Wealth Management
- Banking
- Financial Planning Support
- Client Service or Administrative Support
If you enjoy helping others, value professionalism, and thrive in a relationship-driven environment, we'd love to hear from you.
Apply today to join the Riverview Private Wealth team in Annapolis, Maryland.
Job Types: Full-time, Part-time
Pay: $18.00 - $24.00 per hour
Benefits:
Experience:
- Customer service: 2 years (Required)
Ability to Commute:
- Annapolis, MD 21401 (Required)
Work Location: In person
