Client Services Manager

Retirement & Estate Investment Services; Richmond (VA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Retirement plan with company match

Paid Time Off

Holidays

Health insurance plans

Job summary

Retirement & Estate Investment Services, located in Richmond, VA, seeks a Client Services Manager to be the face of the firm and support daily operations and client service for clients and Financial Advisors.

The role emphasizes a positive attitude, teamwork, and a background in financial services or client relations. Strong MS Office skills and attention to detail are essential for success.

Qualifications

• Administrative support or office management experience.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office and ability to learn complex software platforms.
• Strong organizational skills and attention to detail.
• Ability to quickly understand and adhere to regulatory rules.

Responsibilities

• Client Relations & Front Office: Answer phones, greet clients, route inquiries to advisors.
• Account Servicing: Open/maintain accounts, process paperwork, deposits, withdrawals, wires, transfers.
• Compliance & Data Management: File/upload signed forms, statements, checks per requirements.
• Advisor Support: Track tasks, update advisors, prepare for client meetings.
• Operations & Tech Navigation: Maintain client records across platforms (CRM, Outlook).
• Industry Communications: Review broker/dealer news and updates and report back.
• General Office Support: Prepare mail, manage logistics, track supplies.

Skills

Administrative support

Communication

Organization

Regulatory compliance

Tools

Microsoft Office

Outlook

Word

Excel

Job description

Location: 1807 Libbie Avenue, Richmond, VA 23226 (Near West End – Fully On-Site)

Position Type: Full-time

Salary: $45,000 - $60,000 / year (Commensurate with experience)

Benefits: Retirement plan with a 3% company match, competitive Paid Time Off (PTO) and standard industry holidays, and access to company health insurance plans

About Us

Retirement & Estate Investment Services is an independent financial services firm located at 1807 Libbie Avenue in the heart of Richmond’s vibrant Near West End. We are dedicated to providing objective financial planning and unparalleled personal service to help our clients navigate their lifelong financial goals. We operate as a close-knit, highly collaborative team in a professional, welcoming office environment.

Position Overview

We are seeking a detail-oriented, hardworking, and business-minded professional to join our team as a Client Services Manager. In this role, you will be the face of our firm and a vital backbone for our daily operations, providing general administrative support and exceptional customer service to our clients and Financial Advisors.

The ideal candidate possesses a positive attitude, thrives on team collaboration, and is motivated to facilitate client growth. A background in financial services or client relations is highly preferred.

Primary Responsibilities

• Client Relations & Front Office: Answer phones, greet clients warmly upon arrival, and seamlessly route inquiries to advisors.
• Account Servicing: Professionally handle client requests within capacity; directly manage core operations including opening/maintaining accounts, preparing/processing paperwork, and routing deposits, withdrawals, checks, wires, and transfers.
• Compliance & Data Management: File and upload signed applications and forms, paperwork, client statements, correspondence, and checks according to industry and compliance requirements.
• Advisor Support: Track and resolve outstanding tasks, keep advisors updated on pending items, and actively help prepare for upcoming client meetings.
• Operations & Tech Navigation: Maintain accurate, up-to-date client records across our core internal platforms, including our account viewing systems, Outlook, and CRM database. Learn and utilize multiple broker/dealer and external investment data platforms.
• Industry Communications: Regularly review the Broker/Dealer's news items, technology updates, and administrative communications, reporting pertinent updates back to the advisors.
• General Office Support: Prepare outgoing mail, manage office logistics, and track/order all office supplies.

Qualifications

• Experience: Proven experience in an administrative support or office management role (experience or strong interest in the Financial Services, banking, or wealth management industries is highly preferred).
• Professional Demeanor: Excellent verbal/written communication and interpersonal skills, with the ability to interact comfortably with clients, vendors, and internal departments.
• Technical Savvy: Proficiency in Microsoft Office Suite (Outlook, Word, and Excel) and a demonstrated ability to learn complex, data-secured software platforms.
• Organization & Accuracy: Sharp attention to detail, strong time-management habits, and the capability to track multi-step pending tasks through to completion.
• Regulatory Mindset: Ability to quickly understand and strictly adhere to industry and company compliance rules and regulations.