Client Service Associate

Build your career in wealth management with a well-established financial-planning and wealth-management team in Richmond. This role is ideal for a recent graduate or early-career professional seeking hands-on experience in financial services, focusing on client service, account administration, and financial-planning processes—no sales or cold-calling involved.

Responsibilities

• Serve as a primary point of contact for client questions and service requests
• Communicate with clients professionally by phone, email, and in person
• Assist clients with account paperwork, forms, and follow-up items
• Prepare and process new-account applications and onboarding documents
• Support account-maintenance requests, including transfers, distributions, and beneficiary changes
• Coordinate client meetings and prepare materials for advisor appointments
• Track outstanding client action items and ensure timely follow-up
• Maintain accurate client information in CRM and custodial systems
• Prepare client reports, financial-planning materials, and portfolio-review documents
• Communicate with custodians, third-party providers, and internal support teams
• Maintain organized digital and physical client files
• Support compliance documentation, audits, and reporting requests
• Help improve administrative processes and client-service workflows

Requirements

• Bachelor’s degree in finance, business, economics, accounting, communications, or a related field
• Previous financial-services, banking, investment, insurance, or professional client-service experience is a plus
• Excellent written and verbal communication skills
• Strong customer-service and relationship-building skills
• Professional, polished, and dependable approach
• Excellent organization and attention to detail
• Ability to manage multiple requests, deadlines, and follow-up items
• Ability to work onsite Monday through Friday

Benefits

• Excellent opportunity to enter the wealth-management industry
• Hands-on experience with investment accounts and financial-planning operations
• Supportive, professional, and relationship-focused environment
• Small-team setting where your work will have a visible impact
• Opportunity to develop valuable financial-services knowledge and transferable skills

Pay

$31/hour

Schedule

Full-time, Monday–Friday, onsite