Client Services Lead for Financial Advisory Team

Bdt & Associates Inc; Arlington (VA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Performance-based bonus

Paid time off

Job summary

A financial consultancy firm in Arlington is seeking a Client Services Representative to provide vital support to financial advisers and clients. The ideal candidate must have excellent communication skills, an associate degree in business administration, and at least one year of client service experience. This full-time role offers a competitive salary, 401(k) plan with employer contribution, and performance-based bonuses.

Qualifications

• 1+ years of client service experience, preferably in related field.
• Outstanding communication skills; both verbal and written.
• Strong people skills and a high sense of urgency.

Responsibilities

• Handle incoming calls and welcome clients.
• Manage appointment scheduling and confirmations.
• Conduct research and prepare appointments while ensuring client confidentiality.

Skills

Communication skills

Organization skills

Interpersonal skills

Strategic thinking

Self-motivation

Education

Associate degree in business administration

Tools

MS Office Suite

Job description

A financial consultancy firm in Arlington is seeking a Client Services Representative to provide vital support to financial advisers and clients. The ideal candidate must have excellent communication skills, an associate degree in business administration, and at least one year of client service experience. This full-time role offers a competitive salary, 401(k) plan with employer contribution, and performance-based bonuses.