Client Service Associate

RIA Recruiting; McLean (VA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Paid Holidays

Job summary

VLP Financial Advisors in McLean, VA is seeking a full-time Client Service Associate to join our team. We're a growing firm committed to meaningful client relationships and investing in our people. In this client service role, you'll be essential to deliver outstanding experiences.

You'll work alongside a team that values both professional excellence and treating people well. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of

Qualifications

• 1 year of financial services experience.
• Adept with technology and Microsoft Office products.

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

Tech savvy

Microsoft Office

Tools

Microsoft Office Suite

Job description

VLP Financial Advisors in McLean, VA is seeking a full-time Client Service Associate to join our team. We're a growing firm committed to meaningful client relationships and investing in our people. In this client service role, you'll be essential to deliver outstanding experiences. You'll work alongside a team that values both professional excellence and treating people well. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about the firm at VLPFA.com. Read about what is most important to us in our Core Values.

Compensation:

• $75K-85K, commensurate with relevant experience
• Great Work/Life Balance with a Monday-Friday Schedule
• Medical, Dental, and Vision Insurance Plan (company pays 100% of employee’s premiums)
• Company HSA contribution
• Long-term and Short-term disability insurance
• Legal and identity theft insurance
• Life insurance
• 401(k) with company match
• Generous PTO Policy & Paid Holidays
• Free financial planning
• No business development
• Hybrid position – after 90 day probationary period, Mondays and Fridays remote working

Responsibilities include:

• 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

Requirements:

• 1 year of financial services experience
• Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail
• Ability to work independently while prioritizing projects and managing your time
• Tech savvy - ability to learn and implement new technology and software quickly
• Ability to communicate well with clients and colleagues and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.