Client Services Specialist

Colonial River Investments; Newport News (VA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Health insurance

Paid time off

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Opportunity for advancement

Job summary

Colonial River Investments is seeking a driven Client Services Specialist in Newport News, VA. You will serve as the main liaison for clients, manage accounts, and collaborate with investment advisors to fulfill requests.

The role requires excellent communication, strong organization, and a client-first mindset. Prior experience in financial services is preferred, with opportunities for growth within a supportive team.

Qualifications

• Bachelor's degree required.
• Strong written and verbal communication skills.
• Experience with client services or wealth management preferred.

Responsibilities

• Serve as the primary point of contact for client inquiries, ensuring timely and professional responses
• Manage and maintain client accounts, records, and documentation with a high degree of accuracy
• Coordinate with internal investment advisors and operations teams to fulfill client requests, and timely completion of operational needs
• Onboard new clients by guiding them through account setup and investment processes, processing additional items in management of accounts
• Monitor client portfolios and proactively communicate relevant updates or changes in assistance with Financial Advisor
• Daily multi tasking responsibility in assisting various clients or internal projects
• Resolve client concerns and escal…complex issues to the appropriate team members
• Support compliance efforts by ensuring all client interactions and records meet regulatory standards

Skills

Interpersonal communication

Organizational skills

Problem-solving

Attention to detail

Education

Bachelor's degree

Tools

CRM software

Microsoft Office

Job description

Benefits:

• 401(k)
• Employee discounts
• Health insurance
• Paid time off
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Opportunity for advancement

About the Role:

Colonial River Investments in Newport News, VA is looking for a driven and personable Client Services Specialist to join their growing team. This is an exciting opportunity to build meaningful relationships with clients while playing a key role in delivering exceptional financial service experiences. If you thrive in a fast-paced, client-focused environment, we want to hear from you!

Responsibilities:

• Serve as the primary point of contact for client inquiries, ensuring timely and professional responses
• Manage and maintain client accounts, records, and documentation with a high degree of accuracy
• Coordinate with internal investment advisors and operations teams to fulfill client requests, and timely completion of operational needs
• Onboard new clients by guiding them through account setup and investment processes, processing additional items in management of accounts
• Monitor client portfolios and proactively communicate relevant updates or changes in assistance with Financial Advisor
• Daily multi tasking responsibility in assisting various clients or internal projects
• Resolve client concerns and escal…complex issues to the appropriate team members
• Support compliance efforts by ensuring all client interactions and records meet regulatory standards

Requirements:

• Bachelors Degree
• Strong interpersonal and communication skills, both written and verbal
• Proficiency with CRM platforms and Microsoft Office Suite
• Highly organized with strong attention to detail and ability to manage multiple priorities
• Professional, client-first demeanor with a proactive problem-solving attitude
• Preferred: 2+ years of experience in client services, financial services, or a related field
• Preferred: Familiarity with investment products, financial terminology, or wealth management

About Us:

Colonial River Investments is a trusted financial services firm proudly serving the Newport News, VA, Hampton Roads region, Williamsburg, Richmond, and clients throughout the country. Our clients choose us for our personalized approach, sound investment guidance, and commitment to long-term financial success. Our team members thrive in a collaborative, supportive culture where their contributions are valued and professional growth is encouraged.