Wealth Management Client Relations Specialist

Adecco; Roanoke (VA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Growth opportunities within the firm

Supportive team culture

Job summary

A Roanoke, VA-based independent wealth management firm is seeking a Client Service Associate to manage client relationships and partner with Financial Advisors. This is not a purely administrative role, but a client-facing position with growth potential.

You'll interact with clients, support wealth-management operations, and help deliver comprehensive financial planning and personalized service. The role emphasizes high-touch service, collaboration, and internal growth opportunities.

Qualifications

• Several years of wealth management, financial services or client service associate experience.
• Familiarity with CRM and financial-services technology.
• Desired licensing exposure (Series 7/66) or willingness to obtain licensing.

Responsibilities

• Manage client onboarding from beginning to end.
• Serve as primary point of contact for existing clients.
• Respond to client questions and resolve service requests.
• Build and maintain long-term client relationships.
• Support Financial Advisors with ongoing client needs.
• Maintain accurate CRM records, activity logs and client documentation.
• Coordinate with custodians, investment companies and third-party providers.
• Prepare materials for client meetings and portfolio reviews.
• Support compliance and recordkeeping requirements.
• Assist with account maintenance and wealth-management operations.
• Identify opportunities to improve processes and the client experience.

Skills

Wealth management

Client service

CRM experience

Relationship building

Attention to detail

Organizational skills

Multitasking

Tools

CRM tools

Investment platforms

Job description

A Roanoke, VA-based independent wealth management firm is seeking a Client Service Associate to manage client relationships and partner with Financial Advisors. This is not a purely administrative role, but a client-facing position with growth potential.

You'll interact with clients, support wealth-management operations, and help deliver comprehensive financial planning and personalized service. The role emphasizes high-touch service, collaboration, and internal growth opportunities.