Client Services Coordinator

MTN Talent Partners; McLean (VA); Híbrido; USD 52.000 - 76.000; Jornada completa

Descripción de la vacante

MTN Talent Partners is assisting a national wealth management firm in McLean, VA to hire a Client Service Associate. You will work with Advisors to deliver a seamless client experience, preparing for meetings, coordinating activity, and ensuring follow-ups are completed accurately and on time.

This role emphasizes organization, proactive problem solving, and daily interaction with clients, custodians, and internal teams.

Formación

• Strong organizational skills and dependability.
• Proactive approach to problem solving and task ownership.
• Experience delivering high-quality client service in financial services is preferred.
• Comfort managing multiple priorities and coordinating with advisors.

Responsabilidades

• Partner with advisors to support clients through onboarding and ongoing relationships.
• Keep client accounts, paperwork, and service requests organized and moving forward.
• Coordinate money movement and account transactions, including transfers and distributions.
• Maintain up-to-date client data in Salesforce.
• Prepare for client meetings and support day-to-day team coordination.
• Follow up on meetings and ensure timely completion of tasks.
• Create thoughtful client experiences with personalized touches.
• Assist with special projects to improve processes and client experience.

Conocimientos

Organization

Problem-solving

Client service

Communication

Herramientas

Salesforce

Descripción del empleo

Our client is a national wealth management firm and they are looking for a Client Service Associate to join the team. This national firm is growing (expanded into 7 new markets this year and looking to double in headcount in the next 12-18months) and their DC/N. VA office is experiencing a lot of growth. The firm consistently wins each year Great Place to work and have a fun work culture. Not your typically stuffy wealth management firm.

In this role, you'll work closely with our Advisors and play an important part in delivering a great experience for our clients. No two days will look exactly alike—you may be helping prepare for a client meeting, coordinating account activity, solving an operational issue, or making sure an important follow-up doesn't fall through the cracks.

Office: McLean - working on-site with flexibility to work at home on occasion.

What You'll Do

• Partner with our advisors to support clients throughout the onboarding and ongoing relationship process.
• Help keep client accounts, paperwork, and service requests organized and moving forward.
• Serve as a key contact for custodians and assist with operational needs and account-related issues.
• Keep client and prospect information accurate and up to date in Salesforce.
• Help manage follow-up items after client and prospective client meetings.
• Coordinate money movement and account transactions, including transfers, trades, distributions, and other requests.
• Assist with calendars, meeting preparation, and day-to-day team coordination.
• Take ownership of tasks and follow through to make sure things get done accurately and on time.
• Help create thoughtful client experiences—from special occasions and thank-you notes to other personal touches.
• Support special projects and look for ways to make our team's processes and client experience even better.

What We're Looking For

Someone who is naturally organized, dependable, and proactive. You enjoy helping others, solving problems, and making sure the details are handled. You'll be comfortable juggling multiple priorities, communicating with different people, and taking ownership of your work.

• Financial Services, law firm, or professional services experience preferred.