Wealth Management Client Service Associate – Hybrid & Growth

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, 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.