Wealth Management Client Services Associate

PowerToFly; McLean (VA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional development

Collaborative work environment

Job summary

A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors. The ideal candidate will have strong client service and interpersonal skills, with at least two years of experience in the financial sector. Responsibilities include managing client accounts, answering inquiries, and facilitating relationships with clients. A High School Diploma is required, as well as relevant financial licenses. This role offers a supportive and collaborative work environment.

Qualifications

• High School Diploma or equivalent required.
• Preferred: College degree and at least two years of experience in financial services.
• Must hold relevant financial licenses (Series 7, 66/63/65).

Responsibilities

• Provide service support for financial advisors and clients.
• Handle client inquiries and help manage accounts.
• Participate in firm initiatives and local projects.

Skills

Client service skills

Interpersonal skills

Organizational skills

Microsoft Office proficiency

Detail-oriented

Time management

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or 63 and 65 licenses

Two or more years of industry experience

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors. The ideal candidate will have strong client service and interpersonal skills, with at least two years of experience in the financial sector. Responsibilities include managing client accounts, answering inquiries, and facilitating relationships with clients. A High School Diploma is required, as well as relevant financial licenses. This role offers a supportive and collaborative work environment.