Client Investment Relations Specialist

F-; Cross Keys (VA); On-site; USD 42,000 - 56,000; Full time

Job summary

F&M Financial Services Advisors in Virginia is seeking an Investments Relationship Specialist I / II to support administrative, sales, and marketing activities for client accounts. You will onboard clients, coordinate transfers, schedule meetings, and assist Advisors with relationship opportunities.

The role requires strong organizational and communication skills, proficiency with MS Office, and the ability to handle confidential information. Licensing milestones may be required for the II level.

Qualifications

• High school diploma or equivalent required.
• Preferred: Series 7 and 66 licenses or licensed within 6 months to advance to Level II.
• Associate degree and at least 1 year of administrative experience or equivalent combination.
• Experience in financial services industry preferred.

Responsibilities

• Onboards new account clients into CRM and creates client profiles.
• Follows up with clients on transfers, rollovers, checks, and delivery requirements.
• Schedules and organizes appointments for clients and prospective clients with Advisors.
• Assists Advisors in identifying relationship opportunities internal and external.
• Meets with clients to accept unsolicited trades or instructions in Advisors' absence.
• Creates and maintains marketing materials with Marketing department; provides materials to branches.
• Coordinates seminars, events, and client appreciation events.
• Prepares for and coordinates meetings; takes minutes and distributes information.
• Tracks referrals from Bank employees and reports for referral bonuses.
• Performs other related administrative, operational, and clerical duties.

Skills

Organizational skills

Interpersonal skills

MS Office

Written and verbal communication

Customer service

Numerical abilities

Confidential information handling

Team player

Education

High school diploma

Associate degree (preferred)

Series 7 license (preferred)

Series 66 license (preferred)

Health and Life license (preferred)

Tools

MS Office

Job description

F&M Financial Services Advisors in Virginia is seeking an Investments Relationship Specialist I / II to support administrative, sales, and marketing activities for client accounts. You will onboard clients, coordinate transfers, schedule meetings, and assist Advisors with relationship opportunities.

The role requires strong organizational and communication skills, proficiency with MS Office, and the ability to handle confidential information. Licensing milestones may be required for the II level.