Client Services Associate

LHH Recruitment Solutions; Midlothian (VA); Vor Ort; USD 42.000 - 62.000; Vollzeit

Benefits dieser Stelle

Bonus opportunity

Zusammenfassung

LHH Recruitment Solutions is seeking a Client Services Associate to provide operational and client support for a busy advisory practice in a financial services setting. The role focuses on onboarding, documentation, and accurate client data management, with exposure to wealth planning workflows.

Ideal candidates bring 2+ years in client service or admin within financial services, strong communication, and the ability to prioritize multiple tasks. A Bachelor’s degree is preferred but not required.

Qualifikationen

• 2+ years in client service or admin support within financial services.
• Strong organizational and written/verbal communication skills.
• Comfortable learning new platforms and systems.
• Ability to manage multiple priorities independently.
• Interest in wealth management or financial planning.
• Bachelor's degree preferred but not required.

Aufgaben

• Support client onboarding and account-opening processes
• Coordinate client paperwork, documentation, and account maintenance
• Manage CRM records and maintain accurate client information
• Track and follow up on insurance underwriting and application requirements
• Schedule client meetings and manage advisor calendars
• Communicate with clients by phone and email regarding account needs and service requests
• Assist with data entry and preparation within financial planning software
• Document and improve internal workflows and procedures
• Provide general operational support to ensure a high-quality client experience

Kenntnisse

Client service

Administrative support

Financial services

Communication skills

Multitasking

Ausbildung

Bachelor's degree preferred

Tools

CRM systems

Jobbeschreibung

A well-established and growing financial services firm is seeking a Client Services Associate to provide operational, administrative, and client support to a busy advisory practice. This is an excellent opportunity for a motivated professional who enjoys working directly with clients, thrives in a fast-paced environment, and has an interest in personal finance, wealth management, or financial planning.

Responsibilities

• Support client onboarding and account-opening processes
• Coordinate client paperwork, documentation, and account maintenance
• Manage CRM records and maintain accurate client information
• Track and follow up on insurance underwriting and application requirements
• Schedule client meetings and manage advisor calendars
• Communicate with clients by phone and email regarding account needs and service requests
• Assist with data entry and preparation within financial planning software
• Document and improve internal workflows and procedures
• Provide general operational support to ensure a high-quality client experience

Qualifications

• 2+ years of experience in client service, administrative support, financial services, banking, insurance, or a related field
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Comfortable learning technology platforms and business systems
• Ability to manage multiple priorities and work independently
• Interest in financial planning, wealth management, or investments
• Bachelor's degree preferred but not required

Preferred

• Experience working in a financial advisory, insurance, banking, or wealth management environment
• Familiarity with CRM systems
• Health & Life, Series 7, or Series 66 licenses are a plus, but not required

Why Consider This Opportunity?

• Stable and growing advisory practice
• Exposure to wealth management and financial planning
• Direct mentorship from an experienced advisor
• Bonus opportunity
• Long-term career growth with potential advancement into paraplanning, financial planning, or advisory responsibilities

Equal Opportunity Employer/Veterans/Disabled

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers