Client Services Associate — Hybrid Role in Financial Planning

ASL Financial, LLC; McLean (VA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Paid Holidays

Job summary

VLP Financial Advisors in McLean, VA is seeking a full-time Client Service Associate to join our team. We're a growing firm committed to meaningful client relationships and investing in our people. In this client service role, you'll be essential to deliver outstanding experiences.

You'll work alongside a team that values both professional excellence and treating people well. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of

Qualifications

• 1 year of financial services experience.
• Adept with technology and Microsoft Office products.

Responsibilities

• Client and Advisor Support: Providing account information to clients and Advisors, and maintaining client relationships.
• Account Management: Ensuring proper account opening procedures and documentation, maintaining client records and files, handling incoming phone calls, scheduling appointments, processing incoming paperwork and deposits.
• Client Interaction: Serving as first point of contact for most clients thus setting the tone of the experience.
• Relationship Cultivation: Cultivating relationships with clients to proactively help resolve issues and concerns.
• Phone Coverage: Providing excellent telephone coverage, handling urgent calls with professionalism and good judgment through to resolution.
• Client Services: Greeting guests and clients, providing exceptional service.
• Process Administration: Manage notes, activities, workflows and reports in our CRM.
• Problem Solving: Solve issues as they come up with the goal of providing excellent client service.

Skills

Tech savvy

Microsoft Office

Tools

Microsoft Office Suite

Job description

VLP Financial Advisors in McLean, VA is seeking a full-time Client Service Associate to join our team. We're a growing firm committed to meaningful client relationships and investing in our people. In this client service role, you'll be essential to deliver outstanding experiences.

You'll work alongside a team that values both professional excellence and treating people well. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of