Client Experience Specialist - Hybrid (Remote Mon/Fri)

VLP Financial Advisors; McLean (VA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Company-paid premiums

HSA contribution

Disability insurance (LTD/STD)

Identity theft protection

Life insurance

401(k) with match

PTO & Holidays

Free financial planning

Hybrid after 90 days (Mon & Fri remote

Job summary

VLP Financial Advisors in McLean, VA is seeking a full-time Client Service Associate. You will support clients and advisors, manage accounts, and be the first point of contact to ensure an exceptional client experience.

The role emphasizes relationship-building, accuracy, and proactive problem-solving. The position offers a Monday–Friday schedule with a hybrid model after a 90-day probation, and benefits including comprehensive insurance, 401(k) with company match, and paid time off.

Qualifications

• 1 year of financial services experience.
• Adept and skilled with technology and the use of Microsoft Office products (Word, PowerPoint, Excel).
• Ability to prioritize tasks, problem-solve, and meet deadlines.
• Organization skills and attention to detail.

Responsibilities

• Client and Advisor Support: Providing account information to clients and Advisors, and maintaining client relationships.
• Account Management: Ensuring proper account opening procedures and documentation, maintaining client records and files, handling incoming phone calls, scheduling appointments, processing incoming paperwork and deposits.
• Client Interaction: Serving as first point of contact for most clients thus setting the tone of the experience.
• Relationship Cultivation: Cultivating relationships with clients to proactively help resolve issues and concerns.
• Phone Coverage: Providing excellent telephone coverage, handling urgent calls with professionalism and good judgment through to resolution.
• Client Services: Greeting guests and clients, providing exceptional service.
• Process Administration: Manage notes, activities, workflows and reports in our CRM.
• Problem Solving: Solve issues as they come up with the goal of providing excellent client service.

Skills

Prioritize tasks

Problem solving

Organization

Attention to detail

Communication

Tech savvy

Tools

Microsoft Office

Job description

VLP Financial Advisors in McLean, VA is seeking a full-time Client Service Associate. You will support clients and advisors, manage accounts, and be the first point of contact to ensure an exceptional client experience.

The role emphasizes relationship-building, accuracy, and proactive problem-solving. The position offers a Monday–Friday schedule with a hybrid model after a 90-day probation, and benefits including comprehensive insurance, 401(k) with company match, and paid time off.