Client Service Associate – Wealth Management | McLean, Virginia

Reference Number: MHH7598
Location: McLean, Virginia

Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for a Client Service Associate – Wealth Management. The Client Service Associate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables. This is an excellent opportunity for an experienced client service, administrative, financial planning, and/or financial operations professional to add value to a fast-growing firm.

The ideal candidate has previous financial services experience in an operations role, strong client service experience, and familiarity with CRM, portfolio accounting and reporting systems. They should also be a strategic thought leader and drive change to ensure the firm is well-run.

Responsibilities:

  • Assist Advisors and Operations team with various client service and project management objectives.
  • Manage account administration (onboarding/offboarding), cashiering, and documentation for assigned clients.
  • Support technology functions and platforms, including troubleshooting and vendor relationships.
  • Monitor various operations functions including asset movement, insufficient funds, trade errors, check depositions, etc.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Prepare and review monthly invoices.
  • Continuously review and look for ways to improve client service and operations functions.

Requirements:

  • Bachelor’s Degree preferred.
  • Series 7 and Series 63 preferred.
  • 2+ years’ of experience in the financial advisory services industry.
  • Experience with responsibilities in an RIA and/or Broker Dealer.
  • Strong organizational skills and attention to detail.
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination.
  • Knowledge of back-office operations of a financial advisory firm.
  • Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must.

Compensation: Competitive base salary and benefits

Location: McLean, Virginia

Reference Number: MHH7598

    Apply Now

    Applicant Information

    Contact Information