Client Service Associate

Yoh Idibu; Virginia; On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Medical benefits

HSA

Life Insurance

Voluntary benefits

EAP

401K

Payroll

Referral bonuses

Training opportunities

Job summary

Yoh, a Day & Zimmermann company, is seeking a Financial Client Service Associate to support advisors and their clients in a fast-paced financial services environment in Virginia.

You will manage client requests, maintain account information in CRM and account systems, coordinate meetings, and assist with the administrative and operational needs of the office, while upholding confidentiality and regulatory requirements.

Qualifications

• Ability to work on-site Monday through Friday.
• Strong attention to detail and organizational abilities.
• Excellent written and verbal communication skills.
• Working knowledge of Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Ability to quickly learn and effectively navigate CRM and other business systems.
• Strong critical-thinking and problem-solving capabilities.
• Ability to prioritize competing responsibilities while working independently and as part of a team.
• Professional demeanor with a high level of discretion, integrity, and confidentiality.

Responsibilities

• Build and maintain strong relationships with clients by responding to questions, requests, and account-related needs via phone, email, and in-person interactions.
• Assist financial advisors with daily scheduling, including coordinating appointments, preparing materials, organizing client meetings, and completing post-meeting follow-up.
• Handle a variety of account servicing activities, including new account setup, account transfers, beneficiary updates, required minimum distributions, address changes, and other client maintenance requests.
• Keep client information and documentation current and accurate within internal CRM and account systems.
• Follow established operational and regulatory procedures, including applicable FINRA and SEC requirements, while maintaining strict confidentiality of client and account information.
• Communicate with third-party custodians, investment providers, financial institutions, and other external partners to facilitate transactions and resolve account-related issues.
• Assist with general branch administration, including preparing documents, coordinating mail and correspondence, supporting client events and educational sessions, and assisting with newsletters or digital communications.
• Contribute to a positive office environment by identifying opportunities to improve processes, enhance client service, and support the broader team.

Skills

Detail oriented

Organizational skills

Communication skills

Multitasking

Discretion and confidentiality

Teamwork

Independent work

Education

Associate's or bachelor's degree

Finance/Accounting/Business background

Tools

Microsoft Office

CRM software

Job description

Financial Client Service Associate

Position Summary:

We are seeking a Client Service Associate to join a professional financial services team and provide day-to-day support to advisors and their clients. This individual will help manage client requests, maintain account information, coordinate meetings, and assist with the administrative and operational needs of the office.

The successful candidate will be organized, responsive, detail-oriented, and comfortable managing multiple priorities in a client-facing environment. Strong communication skills and a high degree of professionalism are essential.

Key Responsibilities:

• Build and maintain strong relationships with clients by responding to questions, requests, and account-related needs via phone, email, and in-person interactions.
• Assist financial advisors with daily scheduling, including coordinating appointments, preparing materials, organizing client meetings, and completing post-meeting follow-up.
• Handle a variety of account servicing activities, including new account setup, account transfers, beneficiary updates, required minimum distributions, address changes, and other client maintenance requests.
• Keep client information and documentation current and accurate within internal CRM and account systems.
• Follow established operational and regulatory procedures, including applicable FINRA and SEC requirements, while maintaining strict confidentiality of client and account information.
• Communicate with third-party custodians, investment providers, financial institutions, and other external partners to facilitate transactions and resolve account-related issues.
• Assist with general branch administration, including preparing documents, coordinating mail and correspondence, supporting client events and educational sessions, and assisting with newsletters or digital communications.
• Contribute to a positive office environment by identifying opportunities to improve processes, enhance client service, and support the broader team.

Ideal Candidate:

We are looking for someone who takes ownership, works well with others, and genuinely enjoys helping people. The ideal candidate is comfortable in a fast-paced environment, approaches challenges with a solutions-oriented mindset, and consistently follows through on commitments.

Strong candidates will demonstrate sound judgment, integrity, adaptability, and a willingness to learn. We value individuals who take pride in their work, look for ways to improve the client experience, and contribute positively to a collaborative team environment.

Qualifications:

• Ability to work on-site Monday through Friday.
• Strong attention to detail and organizational abilities.
• Excellent written and verbal communication skills.
• Working knowledge of Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Ability to quickly learn and effectively navigate CRM and other business systems.
• Strong critical-thinking and problem-solving capabilities.
• Ability to prioritize competing responsibilities while working independently and as part of a team.
• Professional demeanor with a high level of discretion, integrity, and confidentiality.

Preferred Qualifications:

• Associate's or bachelor's degree preferred.
• Degree or educational background in finance, accounting, business, or a related field is a plus.
• Previous experience in financial services, wealth management, banking, or a client-facing administrative environment is beneficial.

Estimated Min Rate: $18.20

Estimated Max Rate: $26.00

What's In It for You?

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

To learn more about Yoh's privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice.