Hybrid Client Services Associate - Wealth Management

mtn talent partners; McLean (VA); Ibrido; USD 42.000 - 64.000; Tempo pieno

Descrizione del lavoro

MTN Talent Partners seeks a Client Service Associate for our national wealth management client in McLean, VA. The role supports advisors, onboarding clients, and maintaining relationships with meticulous organization and timely follow-through.

You will coordinate account activity, stay ahead of follow-ups, and ensure accurate client data in Salesforce while assisting with meetings and day-to-day team coordination. The position offers on-site work with occasional remote flexibility.

Competenze

• Experience in financial services or professional services is preferred.
• Strong organizational and time-management abilities are essential.
• Excellent communication and problem-solving skills are required.

Mansioni

• Partner with advisors to support clients during onboarding and ongoing relationships.
• 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 issues.
• Keep client and prospect information accurate 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 ensure accuracy and timeliness.
• Help create thoughtful client experiences through personal touches and events.
• Support special projects to improve processes and client experience.

Conoscenze

Organizational skills

Client service experience

Problem solving

Communication skills

Multitasking

Team coordination

Strumenti

Salesforce

Descrizione del lavoro

MTN Talent Partners seeks a Client Service Associate for our national wealth management client in McLean, VA. The role supports advisors, onboarding clients, and maintaining relationships with meticulous organization and timely follow-through.

You will coordinate account activity, stay ahead of follow-ups, and ensure accurate client data in Salesforce while assisting with meetings and day-to-day team coordination. The position offers on-site work with occasional remote flexibility.