Washington , District Of Columbia Direct Hire Nov 2, 2026
Our client is a global advisory firm supporting individuals, families, nonprofits, and institutions with long-term, relationship-driven financial solutions. The Private Client Relationship Advisor supports high-touch client service, helping manage complex relationships and deliver consistent, high-quality experience. This is a full time contract position, onsite, based in Washington, DC, with pay range of $120,000 to $150,000 per year.
Responsibilities
• Manage day-to-day client service activities for high net worth clients and complex entities
• Communicate effectively with internal teams and external client stakeholders
• Coordinate with outside advisors such as attorneys and accountants to support client needs
• Support trust and estate related service activities and fiduciary relationship requirements
• Organize and manage client meetings from preparation through follow-up
• Oversee account maintenance including onboarding, transactions, and recurring deliverables
• Resolve client inquiries proactively and follow through to completion
• Prepare client letters, communications, and customized analyses or reporting as requested
Qualifications
• Bachelor’s degree required
• Extensive relevant experience supporting client relationships in a service-focused environment
• Trust and estate experience
• Knowledge of fiduciary relationships and trust administration concepts
• Strong client service, communication, and relationship management skills
• Ability to handle sensitive and confidential information with discretion and good judgment
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
• CTFA certification (preferred)
What We Offer
• 401K retirement plan
• Medical and dental benefits for qualifying professionals or Fixed Indemnity Health Benefits
• Flex spending account
• Pet Insurance
• Credit Union Membership
• Sick Leave available where mandated by law
• Worker Advantage discount program membership
• Voluntary Supplemental Insurance
Our Equal Employment Opportunity Policy: Employment Enterprises, Inc. is an equal employment opportunity employer. We recruit, employ, assign, train, compensate and promote without regard to race, color, sex, age, disability, religion, national origin, marital status, sexual orientation, ancestry, U.S. Veteran status, or any other protected category under applicable law.
Employment Enterprises, Inc is the parent company of Temporary Solutions, Inc. Temporary Solutions is a workforce solutions company based out of 10550 Linden Lake Plaza, Suite 200, Manassas, VA 20109. You can reach our recruiters about this job and more at 703-361-2220 or email recruiters@eeihr.com.
