Client Service Associate | Wealth Management Growth

Valley Wealth Group; Roanoke (VA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan with Safe Harbor match

Paid Time Off - 4 Weeks PTO

Job summary

Valley Wealth Group, a Roanoke-based wealth management firm, is seeking a Client Service Associate who will be a central contact for clients and support the advisory team in daily operations.

The role emphasizes professionalism, initiative, and a genuine passion for people, with clear growth opportunities within the group. Compensation is competitive and benefits are provided in a collaborative, growth-oriented environment.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• Exceptional interpersonal and communication skills, written and verbal.
• Strong organizational skills with the ability to manage multiple priorities independently and as part of a team.

Responsibilities

• Manage client onboarding end-to-end as well as general client service
• Serve as a key point of contact for existing clients including fielding inquiries, resolving service issues, and building strong relationships
• Maintain CRM records, activity logs, and document files with accuracy and consistency
• Support compliance and recordkeeping requirements
• Coordinate with custodians, fund companies, and third-party providers on service requests
• Prepare materials for client meetings, reviews, and firm reporting
• Contribute to process improvement and help maintain the firm's client service model

Skills

Interpersonal skills

Communication skills

Organizational skills

Team collaboration

Education

Bachelor's degree in Finance, Business, or a related field

Job description

Valley Wealth Group, a Roanoke-based wealth management firm, is seeking a Client Service Associate who will be a central contact for clients and support the advisory team in daily operations.

The role emphasizes professionalism, initiative, and a genuine passion for people, with clear growth opportunities within the group. Compensation is competitive and benefits are provided in a collaborative, growth-oriented environment.