Wealth Management Client Services Specialist

LHH Recruitment Solutions; Midlothian (VA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Bonus opportunity

Job summary

LHH Recruitment Solutions is seeking a Client Services Associate to provide operational and client support for a busy advisory practice in a financial services setting. The role focuses on onboarding, documentation, and accurate client data management, with exposure to wealth planning workflows.

Ideal candidates bring 2+ years in client service or admin within financial services, strong communication, and the ability to prioritize multiple tasks. A Bachelor’s degree is preferred but not required.

Qualifications

• 2+ years in client service or admin support within financial services.
• Strong organizational and written/verbal communication skills.
• Comfortable learning new platforms and systems.
• Ability to manage multiple priorities independently.
• Interest in wealth management or financial planning.
• Bachelor's degree preferred but not required.

Responsibilities

• Support client onboarding and account-opening processes
• Coordinate client paperwork, documentation, and account maintenance
• Manage CRM records and maintain accurate client information
• Track and follow up on insurance underwriting and application requirements
• Schedule client meetings and manage advisor calendars
• Communicate with clients by phone and email regarding account needs and service requests
• Assist with data entry and preparation within financial planning software
• Document and improve internal workflows and procedures
• Provide general operational support to ensure a high-quality client experience

Skills

Client service

Administrative support

Financial services

Communication skills

Multitasking

Education

Bachelor's degree preferred

Tools

CRM systems

Job description

LHH Recruitment Solutions is seeking a Client Services Associate to provide operational and client support for a busy advisory practice in a financial services setting. The role focuses on onboarding, documentation, and accurate client data management, with exposure to wealth planning workflows.

Ideal candidates bring 2+ years in client service or admin within financial services, strong communication, and the ability to prioritize multiple tasks. A Bachelor’s degree is preferred but not required.