Wealth Management: Entry-Level Client Services Associate

ProspectBlue; Richmond (VA); On-site; USD 50,000 - 60,000; Full time

Job summary

ProspectBlue’s Richmond client is seeking an entry-level Client Services Associate to support front-office operations in a wealth management setting. You’ll greet clients, answer phones, manage documentation, and assist advisors with daily administrative tasks while learning the business.

The ideal candidate has a Bachelor’s degree, strong communication skills, and an interest in finance. This role offers growth into increasing responsibility as you gain experience with CRM systems, data entry,

Qualifications

• Bachelor’s degree required, preferably in Finance, Accounting, Economics, Business, or a related field.
• Demonstrated interest in finance, investments, wealth management, or financial services.
• Strong academic record and ability to understand and learn financial concepts.
• Extremely organized, detail-oriented, and dependable.
• Excellent verbal and written communication skills.
• Outgoing, personable, and comfortable interacting with clients and colleagues.
• Proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
• Comfortable working with spreadsheets and learning new technology and CRM systems.
• Ability to multitask, prioritize responsibilities, and meet deadlines.
• Strong character, work ethic, and a genuine desire to learn and build a career in wealth management.

Responsibilities

• Greet clients and guests at the office and provide a professional, welcoming first impression.
• Serve as a professional and friendly presence at the front desk and provide coverage as needed.
• Answer and direct incoming phone calls and assist with general client inquiries.
• Support the financial advisor and Client Service Associate teams with day-to-day administrative tasks.
• Assist with maintaining and organizing client records and documentation in accordance with industry regulations.
• Assist with operational projects and special assignments across the wealth management team.
• Prepare client presentations and materials, including operating a binding machine and assisting with presentation assembly.
• Work with spreadsheets and assist with basic data entry, tracking, and record keeping.
• Learn and utilize the firm's CRM and other technology systems.
• Communicate professionally and effectively with clients, advisors, and internal team members.
• Take initiative to learn the business and progressively assume additional responsibilities.

Skills

Communication

Organizational skills

Interpersonal skills

Multitasking

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

CRM systems

Job description

ProspectBlue’s Richmond client is seeking an entry-level Client Services Associate to support front-office operations in a wealth management setting. You’ll greet clients, answer phones, manage documentation, and assist advisors with daily administrative tasks while learning the business.

The ideal candidate has a Bachelor’s degree, strong communication skills, and an interest in finance. This role offers growth into increasing responsibility as you gain experience with CRM systems, data entry,