Financial Client Services Specialist

Yoh; Virginia; On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Medical benefits

HSA

Life Insurance

Voluntary benefits

EAP

401K

Payroll

Referral bonuses

Training opportunities

Job summary

Yoh, a Day & Zimmermann company, is seeking a Financial Client Service Associate to support advisors and their clients in a fast-paced financial services environment in Virginia.

You will manage client requests, maintain account information in CRM and account systems, coordinate meetings, and assist with the administrative and operational needs of the office, while upholding confidentiality and regulatory requirements.

Qualifications

• Ability to work on-site Monday through Friday.
• Strong attention to detail and organizational abilities.
• Excellent written and verbal communication skills.
• Working knowledge of Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Ability to quickly learn and effectively navigate CRM and other business systems.
• Strong critical-thinking and problem-solving capabilities.
• Ability to prioritize competing responsibilities while working independently and as part of a team.
• Professional demeanor with a high level of discretion, integrity, and confidentiality.

Responsibilities

• Build and maintain strong relationships with clients by responding to questions, requests, and account-related needs via phone, email, and in-person interactions.
• Assist financial advisors with daily scheduling, including coordinating appointments, preparing materials, organizing client meetings, and completing post-meeting follow-up.
• Handle a variety of account servicing activities, including new account setup, account transfers, beneficiary updates, required minimum distributions, address changes, and other client maintenance requests.
• Keep client information and documentation current and accurate within internal CRM and account systems.
• Follow established operational and regulatory procedures, including applicable FINRA and SEC requirements, while maintaining strict confidentiality of client and account information.
• Communicate with third-party custodians, investment providers, financial institutions, and other external partners to facilitate transactions and resolve account-related issues.
• Assist with general branch administration, including preparing documents, coordinating mail and correspondence, supporting client events and educational sessions, and assisting with newsletters or digital communications.
• Contribute to a positive office environment by identifying opportunities to improve processes, enhance client service, and support the broader team.

Skills

Detail oriented

Organizational skills

Communication skills

Multitasking

Discretion and confidentiality

Teamwork

Independent work

Education

Associate's or bachelor's degree

Finance/Accounting/Business background

Tools

Microsoft Office

CRM software

Job description

Yoh, a Day & Zimmermann company, is seeking a Financial Client Service Associate to support advisors and their clients in a fast-paced financial services environment in Virginia.

You will manage client requests, maintain account information in CRM and account systems, coordinate meetings, and assist with the administrative and operational needs of the office, while upholding confidentiality and regulatory requirements.