Client Services Associate

ProspectBlue; Richmond (VA); On-site; USD 50,000 - 60,000; Full time

Job summary

ProspectBlue’s Richmond client is seeking an entry-level Client Services Associate to support front-office operations in a wealth management setting. You’ll greet clients, answer phones, manage documentation, and assist advisors with daily administrative tasks while learning the business.

The ideal candidate has a Bachelor’s degree, strong communication skills, and an interest in finance. This role offers growth into increasing responsibility as you gain experience with CRM systems, data entry,

Qualifications

• Bachelor’s degree required, preferably in Finance, Accounting, Economics, Business, or a related field.
• Demonstrated interest in finance, investments, wealth management, or financial services.
• Strong academic record and ability to understand and learn financial concepts.
• Extremely organized, detail-oriented, and dependable.
• Excellent verbal and written communication skills.
• Outgoing, personable, and comfortable interacting with clients and colleagues.
• Proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
• Comfortable working with spreadsheets and learning new technology and CRM systems.
• Ability to multitask, prioritize responsibilities, and meet deadlines.
• Strong character, work ethic, and a genuine desire to learn and build a career in wealth management.

Responsibilities

• Greet clients and guests at the office and provide a professional, welcoming first impression.
• Serve as a professional and friendly presence at the front desk and provide coverage as needed.
• Answer and direct incoming phone calls and assist with general client inquiries.
• Support the financial advisor and Client Service Associate teams with day-to-day administrative tasks.
• Assist with maintaining and organizing client records and documentation in accordance with industry regulations.
• Assist with operational projects and special assignments across the wealth management team.
• Prepare client presentations and materials, including operating a binding machine and assisting with presentation assembly.
• Work with spreadsheets and assist with basic data entry, tracking, and record keeping.
• Learn and utilize the firm's CRM and other technology systems.
• Communicate professionally and effectively with clients, advisors, and internal team members.
• Take initiative to learn the business and progressively assume additional responsibilities.

Skills

Communication

Organizational skills

Interpersonal skills

Multitasking

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

CRM systems

Job description

Client Services Associate – Entry Level | Richmond, VA

ProspectBlue seeks an entry-level Client Services Associate for our wealth management firm client in Richmond, Virginia!

About the Opportunity:

ProspectBlue’s client, a highly respected wealth management firm in Richmond, Virginia, is seeking a smart, outgoing, and motivated individual to join its team in an entry-level client service and administrative support role.

This is an excellent opportunity for someone who is looking to build a long-term career in wealth management. The ideal candidate will be a genuine “people person” who enjoys working with clients and colleagues, has a strong academic background and understanding of finance, and is eager to learn and grow within the business.

The successful candidate will initially provide front-office, administrative, and operational support while working alongside experienced Client Service Associates and financial advisors. Over time, this individual will have the opportunity to grow into a full Client Services Associate position with increasing responsibility.

Key Responsibilities:

• Greet clients and guests at the office and provide a professional, welcoming first impression.
• Serve as a professional and friendly presence at the front desk and provide coverage as needed.
• Answer and direct incoming phone calls and assist with general client inquiries.
• Support the financial advisor and Client Service Associate teams with day-to-day administrative tasks.
• Assist with maintaining and organizing client records and documentation in accordance with industry regulations.
• Assist with operational projects and special assignments across the wealth management team.
• Prepare client presentations and materials, including operating a binding machine and assisting with presentation assembly.
• Work with spreadsheets and assist with basic data entry, tracking, and record keeping.
• Learn and utilize the firm's CRM and other technology systems.
• Communicate professionally and effectively with clients, advisors, and internal team members.
• Take initiative to learn the business and progressively assume additional responsibilities.

Desired Qualifications:

• Bachelor’s degree required, preferably in Finance, Accounting, Economics, Business, or a related field.
• Demonstrated interest in finance, investments, wealth management, or financial services.
• Prior financial services or investment advisory experience is a plus, but not required.
• Strong academic record and ability to understand and learn financial concepts.
• Extremely organized, detail-oriented, and dependable.
• Excellent verbal and written communication skills.
• Outgoing, personable, and comfortable interacting with clients and colleagues.
• Professional demeanor and strong interpersonal skills.
• Proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
• Comfortable working with spreadsheets and learning new technology and CRM systems.
• Ability to multitask, prioritize responsibilities, and meet deadlines.
• Strong character, work ethic, and a genuine desire to learn and build a career in wealth management.
• A team-oriented attitude and willingness to take on a variety of responsibilities.

What We're Looking For:

The right candidate doesn’t need to have extensive industry experience. We’re looking for someone with the intelligence, personality, character, and motivation to grow.

If you’re someone who takes pride in doing things the right way, enjoys working with people, is eager to learn, and wants to develop a career in wealth management, this could be an excellent opportunity to join a respected firm and grow with the team.

Compensation:

• Estimated salary range: $50,000–$60,000 per year
• Salary will be dependent on prior industry experience, internships, educational background, and qualifications.