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Client Experience Specialist — Onboarding & Relations
Job in
Columbia, Howard County, Maryland, 21046, USA
Listed on 2026-08-22
Listing for:
Civic Minds
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
BWFA is seeking a Senior Client Service Associate in Columbia, MD. This in-person role supports advisors and enhances client service by handling onboarding, account actions, and client communications.
The position requires strong communication, 3–10 years in client services, and proficiency with Microsoft Office;
Salesforce and Schwab platforms are preferred. You will work closely with the COO, Senior Portfolio Manager, and Director of Client Services.
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