Wealth Management Client Service Associate

Omega Wealth Management; Arlington (VA); Hybrid; USD 72,000 - 78,000; Full time

Benefits offered by this job

Hybrid work schedule

Paid holidays

Winter holiday break

Summer Fridays

Parking/transportation costs covered

Parental leave

Flexible vacation policy

Health/dental/vision insurance plan

HSA included with medical coverage

Disability insurance

Life and AD&D insurance

401k matching

Bonus program

Job summary

Omega Wealth Management, LLC, a female-founded, fee-only wealth planning firm in Arlington, VA, seeks a Client Service Associate to deliver a high-touch client experience. You’ll interact mainly by phone and email, supporting advisors and handling transactions with precision.

The role combines client service with operational responsibilities, including CRM maintenance (Wealthbox) and data accuracy. A 1–2 year background in wealth management and strong organizational skills are preferred.

Qualifications

• 1-2 years of experience as a Client Service Associate in the wealth management field, boutique RIA experience preferred.
• Strong organizational skills and careful attention to detail.
• Ability to manage multiple priorities independently in a fast-paced environment.
• Clear, professional written and verbal communication, with a warm and steady presence with clients.
• Ability to identify a problem and proactively work toward a solution.
• Discretion in handling confidential and sensitive client information.
• Experience in Wealthbox preferred.

Responsibilities

• Process client transactions, including account openings, transfers, and distributions, with a high degree of accuracy.
• Manage quarterly client fee calculation and reconciliation.
• Execute preparation and quality review of monthly client reports.
• Coordinate with custodians, outside professionals, and our internal team to resolve client requests.
• Maintain accurate client data in our CRM and support advisors with research and data entry.
• Help improve our technology and internal processes as the firm grows.
• Consistently demonstrate high follow-through by holding clients, outside professionals and our internal team to deadlines.

Skills

Experience in wealth management

Organizational skills

Attention to detail

Communication skills

Proactive problem solving

Discretion

Tools

Wealthbox

Job description

Omega Wealth Management, LLC (OWM) is a female-founded, fee-only, multi-generational wealth planning firm in Arlington, VA. We have been in business for over 25 years providing financial life planning and wealth management advice to a growing number of affluent and high net worth client families. Omega is also a certified B Corp, committed to running a sustainable and diverse business. Our mission is to help our clients navigate the human and financial complexities of wealth.

We are looking to expand our business based on a well-articulated strategic plan using the Entrepreneurial Operating System® and the Science of Scaling. We honor the Omega Core Values: Authenticity, Human-Centered, Curiosity, Always Evolving, and Team Approach. We believe in the concept of “Walk the Talk”, and a focus on balance in various aspects of our lives and work.

Position Summary

We are looking for a Client Service Associate who builds strong relationships and takes pride in precision. In this role, you will serve as a trusted point of contact for the families we work with, partnering closely with our advisors to deliver a thoughtful, high-touch experience. You’ll have the opportunity to meet with clients face to face, but most of your client interaction will be via phone and email.

This role carries meaningful operational responsibility. You will process transactions and paperwork, maintain our CRM (Wealthbox), and ensure client records are accurate and complete. The right person moves easily between a thoughtful client conversation and careful, detail-oriented work, and understands that both are essential to the excellent client experience we aim to provide.

What You Will Do

• Process client transactions, including account openings, transfers, and distributions, with a high degree of accuracy
• Manage quarterly client fee calculation and reconciliation
• Execute preparation and quality review of monthly client reports
• Coordinate with custodians, outside professionals, and our internal team to resolve client requests
• Maintain accurate client data in our CRM and support advisors with research and data entry
• Help improve our technology and internal processes as the firm grows
• Consistently demonstrate high follow-through by holding clients, outside professionals and our internal team to deadlines

Qualifications

• 1-2 years of experience as a Client Service Associate in the wealth management field, boutique RIA experience preferred
• Strong organizational skills and careful attention to detail
• Ability to manage multiple priorities independently in a fast-paced environment
• Clear, professional written and verbal communication, with a warm and steady presence with clients
• Ability to identify a problem and proactively work toward a solution
• Discretion in handling confidential and sensitive client information
• Experience in Wealthbox preferred

Benefits (*Following 90-Day Probationary Period):

• Structured training and on-boarding plan
• Hybrid work schedule: Virtual/WFH Mondays and Fridays, In-office Arlington, VA location Tuesdays-Thursdays (subject to change)
• Paid holidays (including your birthday – or extra day of leave), plus a Winter holiday break between Christmas and New Year’s Day
• Summer Fridays
• Parking/transportation costs covered
• Parental leave*
• Flexible vacation policy*
• Health/dental/vision insurance plan participation or up to $250/month reimbursement; HSA included with company medical coverage if enrolled*
• Basic short-term and long-term disability, life, and AD&D insurance*
• 3% Safe Harbor 401k matching annual contribution, regardless of your plan participation*
• Participation in the quarterly OWM Employee Bonus Program*

Compensation

Compensation: $72,000-$78,000 base salary, based on education and qualification.

Note: OWM provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, OWM complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pre-employment background checks will be conducted for candidates who are offered employment.