Client Services Associate - Wealth Management Ops

Seneca House Advisors; Richmond (VA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Paid time off

Job summary

A wealth management firm in Richmond, Virginia, is seeking a dedicated Client Services Associate to deliver high-quality client experiences through account servicing and operational support. The ideal candidate will possess a Bachelor's degree and 2-4 years of experience in a financial environment. Responsibilities include processing paperwork, managing CRM software, and supporting client needs. This full-time position offers benefits such as 401(k) and paid time off.

Qualifications

• 2-4 years of administrative or client service experience in a financial, banking, or investment environment.
• Strong working proficiency in Microsoft Office and CRM systems.
• Reliable, organized, and able to prioritize tasks under pressure.

Responsibilities

• Prepare and process all forms and applications including account opening and maintenance requests.
• Maintain CRM software and keep current for tracking purposes.
• Answer and direct incoming calls with professionalism.

Skills

Organized

Detail-oriented

Client service experience

Strong written and verbal communication skills

Self-starter

Education

Bachelor's degree in financial services

Tools

Microsoft Office (Excel, Outlook, Word)

Adobe Acrobat

CRM software

Job description

A wealth management firm in Richmond, Virginia, is seeking a dedicated Client Services Associate to deliver high-quality client experiences through account servicing and operational support. The ideal candidate will possess a Bachelor's degree and 2-4 years of experience in a financial environment. Responsibilities include processing paperwork, managing CRM software, and supporting client needs. This full-time position offers benefits such as 401(k) and paid time off.