Wealth Management Client Services Associate

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

Job summary

Independent Wealth Management Firm in Roanoke, VA is seeking a Client Service Associate to be a trusted contact for clients and a key partner to Financial Advisors. This is a growth-oriented role within a close-knit, 15-person team that emphasizes high-touch service and personalized wealth management.

You’ll manage onboarding, respond to client inquiries, and support meetings and portfolio reviews, while upholding the firm's client-first culture and opportunity for long-term career growth.

Qualifications

• Several years of wealth management or client service experience
• Understanding of investment and financial-planning operations
• Strong client relationship and service skills
• Familiarity with custodial/account-opening processes
• CRM and financial-services technology experience
• Detail-oriented and highly organized

Responsibilities

• Serve as a key connection between clients, Financial Advisors and the firm's operations
• Manage client onboarding from beginning to end
• Be primary point of contact for existing clients and respond to questions
• Build and maintain strong, long-term client relationships
• Support Advisors with ongoing client needs and meeting materials
• Maintain accurate CRM records and client documentation
• Coordinate with custodians and third-party providers
• Assist with account maintenance and wealth-management operations
• Identify process improvements to enhance client experience

Skills

wealth management

client service

CRM

relationship building

attention to detail

organizational skills

multi-tasking

communication skills

Tools

CRM software

Job description

Independent Wealth Management Firm in Roanoke, VA is seeking a Client Service Associate to be a trusted contact for clients and a key partner to Financial Advisors. This is a growth-oriented role within a close-knit, 15-person team that emphasizes high-touch service and personalized wealth management.

You’ll manage onboarding, respond to client inquiries, and support meetings and portfolio reviews, while upholding the firm's client-first culture and opportunity for long-term career growth.