Wealth Planning Client Services Associate

Lift Business Resources; Reston (VA); On-site; USD 55,000 - 66,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement benefits

Professional development opportunities

Evening availability (occasional)

Job summary

Lift Business Resources is partnering with a well-established financial planning firm in Reston, VA to hire a Client Service Administrator. This in-person role supports the advisory team and focuses on client files, reports, and communications.

The ideal candidate is organized, detail-oriented, and customer-focused, with a willingness to work in a fast-paced environment and pursue continuous improvement. Entry to mid-level experience is expected.

Qualifications

• Bachelor's degree required.
• 1–3 years of experience in client service or administrative roles, preferably within financial services.
• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Ability to maintain strict confidentiality with sensitive client information.

Responsibilities

• Manage and maintain organized physical and electronic client files with accuracy and attention to detail.
• Prepare and distribute client reports, including performance and financial documents.
• Facilitate client communications to gather and provide updated information.
• Schedule meetings and coordinate calendars for advisors and clients.
• Troubleshoot and resolve client service inquiries and issues.
• Provide day-to-day administrative support to the advisory team.
• Maintain accurate, up-to-date knowledge of client accounts and statuses.
• Stay current on relevant technology platforms and internal systems.
• Collaborate with other Client Service Administrators/Associates and CERTIFIED FINANCIAL PLANNER professionals.

Skills

Verbal and written communication

Organizational skills

Time management

Confidentiality

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Lift Business Resources is partnering with a well-established financial planning firm in Reston, VA to hire a Client Service Administrator. This in-person role supports the advisory team and focuses on client files, reports, and communications.

The ideal candidate is organized, detail-oriented, and customer-focused, with a willingness to work in a fast-paced environment and pursue continuous improvement. Entry to mid-level experience is expected.