Client Services Associate

LHH; Midlothian (VA); On-site; USD 42,000 - 60,000; Full time

Job summary

LHH is seeking a Client Services Associate to provide operational, administrative, and client support to a busy advisory practice. This role involves onboarding, account maintenance, CRM management, and coordinating client communications in a fast-paced financial services environment.

The ideal candidate brings 2+ years in client service, strong communication, and a genuine interest in wealth management. Growth opportunities include paraplanning or expanded advisory responsibilities within a

Qualifications

• 2+ years of experience in client service or related field.
• Strong organizational and detail-oriented skills.
• 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.

Responsibilities

• Support client onboarding and account-opening processes.
• Coordinate client paperwork, documentation, and account maintenance.
• Manage CRM records and maintain accurate client information.
• Track 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.

Skills

Experience in client service

Organizational skills

Written and verbal communication

Learning new technology platforms

Multi-tasking / independent work

Interest in financial planning /Invest

Education

Bachelor's degree preferred

Tools

CRM systems

Financial planning software

Job description

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

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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